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CMA-Edge - New Portfolio

Roel

CMA-Edge
Individual Investor
Ranked #493,361 out of 858,800 TipRanks' Investors
Success Rate
49%
184 out of 375
profitable transactions
Average Return
1.57%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.41%
6-Month Return▼ 5.60%
12-Month Return▲ 25.62%
YTD Return▼ 7.65%
Total Return▲ 16.81%

Best Trade

Opened at
Closed at
Gain▲ 672.61%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▼ 0.39%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.53%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 1.68%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.58%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 1.07%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 6.78%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 1.44%
Mar 2026
▲ 4.98%
▲ 4.55%
▲ 1.61%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▼ 0.39%
▲ 10.96%▲ 2.38%▲ 0.53%
▼ 3.68%▲ 0.19%▼ 1.68%
▼ 0.10%▲ 0.08%▲ 1.58%
▲ 4.06%▲ 1.47%▼ 1.07%
▼ 1.12%▼ 0.86%▼ 6.78%
▲ 0.60%▼ 4.94%▼ 1.44%
▲ 4.98%▲ 4.55%▲ 1.61%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Simulations Plus
▲ 0.31%
4
Close
Apr 11, 2026
Birkenstock Holding plc
▲ 4.76%
3
Close
Apr 11, 2026
Tecnoglass
▲ 6.34%
3
Close
Apr 11, 2026
HNI
▼ 0.80%
5
Close
Apr 11, 2026
CommVault Systems
▲ 0.56%
4
Close
Apr 11, 2026
Loar Holdings Inc.
▲ 8.75%
4
Close
Apr 11, 2026
Silvaco Group, Inc.
▲ 5.53%
4
Close
Apr 10, 2026
Merit Medical Systems
0.4%
▼ 0.92%
3
Buy
Apr 10, 2026
Phreesia
1.6%
▼ 26.59%
4
Buy
Apr 10, 2026
Array Digital Infrastructure
▲ 5.67%
3
Sell
Apr 10, 2026
Camden Property
▲ 3.76%
3
Close
Apr 10, 2026
Salesforce
30.29%
0.00%
2
Buy
Apr 10, 2026
Genpact
24.68%
0.00%
2
Buy
Apr 10, 2026
Fermi Inc.
7.41%
▼ 12.26%
5
Buy
Apr 09, 2026
Vital Farms
3.1%
▼ 20.76%
7
Buy
Apr 09, 2026
Trade Desk
4.5%
0.00%
1
Buy
Apr 09, 2026
fuboTV
10.32%
0.00%
1
Buy
Apr 09, 2026
AdvanSix
0.03%
▲ 3.03%
12
Sell
Apr 08, 2026
Symbotic
▲ 51.21%
7
Sell
Apr 08, 2026
NetEase
0.01%
▼ 7.13%
9
Sell
Apr 08, 2026