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CMA-Edge - New Portfolio

Roel

CMA-Edge
Individual Investor
Ranked #379,720 out of 833,192 TipRanks' Investors
Success Rate
54%
131 out of 243
profitable transactions
Average Return
8.02%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.13%
6-Month Return▲ 13.22%
12-Month Return▲ 20.47%
YTD Return▲ 19.83%
Total Return▲ 26.25%

Best Trade

Opened at
Closed at
Gain▲ 672.61%

Bio

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 7.65%
May 2025
▲ 9.25%
▲ 5.14%
▲ 5.77%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 4.41%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 7.53%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 0.39%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.53%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 1.63%
Nov 2025
▼ 0.06%
▼ 0.12%
▲ 1.34%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 7.65%
▲ 9.25%▲ 5.14%▲ 5.77%
▲ 7.60%▲ 2.30%▲ 4.41%
▲ 2.76%▲ 2.05%▲ 7.53%
▲ 12.88%▲ 3.56%▼ 0.39%
▲ 10.96%▲ 2.38%▲ 0.53%
▼ 3.57%▲ 0.19%▼ 1.63%
▼ 0.06%▼ 0.12%▲ 1.34%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
UnitedHealth
0.49%
▲ 1.98%
3
Buy
Dec 17, 2025
Mach Natural Resources LP
7.24%
▼ 1.59%
1
Buy
Dec 17, 2025
Smurfit Westrock
0.06%
▲ 11.24%
2
Sell
Dec 16, 2025
Varonis Systems
0.05%
▲ 2.65%
4
Sell
Dec 16, 2025
PROS Holdings
▲ 61.23%
3
Close
Dec 11, 2025
Legend Biotech
6.36%
▼ 5.25%
2
Close
Dec 09, 2025
Chord Energy
0.66%
▼ 26.87%
11
Buy
Dec 08, 2025
Via Transportation, Inc. Class A
7.6%
▲ 3.84%
1
Buy
Dec 08, 2025
Brightstar Lottery
0.02%
▲ 10.97%
5
Buy
Dec 04, 2025
AdvanSix
6.53%
▼ 10.08%
9
Buy
Dec 03, 2025
Permian Resources
0.01%
▼ 12.43%
9
Sell
Dec 02, 2025
UTZ Brands
0.03%
▼ 33.89%
10
Sell
Nov 26, 2025
POSCO
▼ 12.69%
8
Close
Nov 25, 2025
Schlumberger
▼ 18.34%
9
Close
Nov 25, 2025
Voyager Technologies, Inc. Class A
0.08%
▲ 13.28%
4
Sell
Nov 25, 2025
Evolent Health
0.02%
▼ 37.58%
5
Buy
Nov 14, 2025
Boston Scientific
0.14%
▼ 5.14%
3
Sell
Nov 14, 2025
ACV Auctions
0.02%
▼ 1.90%
4
Sell
Nov 14, 2025
Kenvue, Inc.
0.03%
▲ 0.86%
2
Sell
Nov 14, 2025
On Holding AG
0.07%
▲ 36.43%
3
Sell
Nov 14, 2025