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CMA-Edge - New Portfolio

Roel

CMA-Edge
Individual Investor
Ranked #389,547 out of 822,831 TipRanks' Investors
Success Rate
51%
101 out of 198
profitable transactions
Average Return
10.20%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.59%
6-Month Return▲ 33.07%
12-Month Return▲ 17.85%
YTD Return▲ 17.44%
Total Return▲ 23.73%

Best Trade

Opened at
Closed at
Gain▲ 672.61%

Bio

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 5.93%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 3.26%
Apr 2025
▲ 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
▲ 5.92%
▼ 1.98%
▼ 1.78%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 5.93%
▲ 0.80%▼ 0.87%▼ 3.26%
▲ 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%
▲ 5.92%▼ 1.98%▼ 1.78%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Align Tech
0.15%
▲ 2.30%
2
Sell
Oct 10, 2025
ACV Auctions
5.71%
0.00%
1
Buy
Oct 10, 2025
Par Technology
5.96%
0.00%
1
Buy
Oct 10, 2025
Neurogene
▲ 4.24%
3
Sell
Oct 09, 2025
Strategy
0.37%
▼ 8.10%
2
Sell
Oct 07, 2025
UTZ Brands
0.01%
▼ 25.58%
8
Buy
Oct 02, 2025
Permian Resources
0.45%
▼ 23.16%
8
Buy
Sep 30, 2025
Americold Realty
23.21%
▼ 6.07%
6
Buy
Sep 26, 2025
Gossamer Bio
0.01%
▼ 19.72%
2
Sell
Sep 26, 2025
Civitas Resources
0.04%
▲ 0.83%
3
Buy
Sep 25, 2025
Aurora Innovation
5.48%
▼ 8.83%
1
Buy
Sep 25, 2025
POSCO
0.22%
▼ 24.66%
6
Buy
Sep 23, 2025
Frontline
▲ 14.79%
13
Sell
Sep 23, 2025
A10 Networks
▲ 14.03%
12
Close
Sep 23, 2025
UnitedHealth
0.43%
▲ 13.67%
2
Buy
Sep 23, 2025
PACS Group Inc
▼ 25.51%
3
Close
Sep 19, 2025
LPL Financial
10.99%
▼ 5.48%
2
Buy
Sep 19, 2025
Aris Water Solutions
0.03%
▲ 7.39%
5
Buy
Sep 18, 2025
GeoPark
▼ 28.83%
4
Sell
Sep 17, 2025
National Vision Holdings
0.03%
▲ 10.60%
2
Sell
Sep 17, 2025