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CMA-Edge - New Portfolio

Roel

CMA-Edge
Individual Investor
Ranked #252,640 out of 808,802 TipRanks' Investors
Success Rate
56%
83 out of 147
profitable transactions
Average Return
11.72%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.58%
6-Month Return▲ 4.19%
12-Month Return▲ 17.69%
YTD Return▲ 12.31%
Total Return▲ 18.42%

Best Trade

Opened at
Closed at
Gain▲ 672.61%

Bio

Performance

14.83%0-14.83%
▲ 5.10%
▼ 2.41%
▼ 7.75%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 6.05%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.67%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.93%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 3.19%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 7.63%
May 2025
▲ 6.24%
▲ 5.14%
▲ 5.77%
Jun 2025
▲ 14.83%
▲ 1.65%
▲ 4.96%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 7.75%
▲ 6.03%▲ 2.69%▲ 6.05%
▼ 12.86%▼ 1.27%▼ 2.67%
▼ 1.80%▼ 5.57%▼ 5.93%
▲ 1.84%▼ 0.87%▼ 3.19%
▲ 12.20%▲ 6.28%▲ 7.63%
▲ 6.24%▲ 5.14%▲ 5.77%
▲ 14.83%▲ 1.65%▲ 4.96%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Celsius Holdings
0.14%
▲ 26.79%
5
Sell
Jul 17, 2025
UnitedHealth
0.44%
0.00%
1
Buy
Jul 17, 2025
Americold Realty
7.8%
0.00%
1
Buy
Jul 17, 2025
Chord Energy
0.51%
▼ 14.73%
7
Buy
Jul 16, 2025
East West Bancorp
0.01%
▲ 22.51%
6
Sell
Jul 16, 2025
Copa Holdings
0.07%
▲ 18.38%
10
Sell
Jul 16, 2025
Neurogene
0.03%
▼ 8.80%
2
Sell
Jul 16, 2025
Civitas Resources
15.43%
▲ 0.48%
1
Buy
Jul 16, 2025
United Airlines Holdings
▲ 96.61%
3
Close
Jul 12, 2025
Tenaya Therapeutics
0.01%
▼ 1.29%
4
Sell
Jul 11, 2025
Schlumberger
0.55%
▼ 26.06%
6
Buy
Jul 11, 2025
Delta Air Lines
0.01%
▲ 21.61%
10
Sell
Jul 11, 2025
GeoPark
1.22%
▼ 27.64%
3
Buy
Jul 11, 2025
Apellis Pharmaceuticals
0.09%
▼ 21.04%
3
Buy
Jul 10, 2025
AdvanSix
0.01%
▼ 13.28%
6
Sell
Jul 10, 2025
Vistra Energy
0.01%
▲ 49.56%
6
Sell
Jul 10, 2025
Cabaletta Bio
0.07%
▼ 27.12%
2
Buy
Jul 09, 2025
Dave
▲ 672.61%
3
Close
Jul 09, 2025
Larimar Therapeutics
0.01%
▲ 3.75%
2
Sell
Jul 08, 2025
Ryan Specialty Group
31.52%
▲ 1.76%
1
Buy
Jul 08, 2025