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CMA-Edge - New Portfolio

Roel

CMA-Edge
Individual Investor
Ranked #469,230 out of 861,012 TipRanks' Investors
Success Rate
53%
232 out of 437
profitable transactions
Average Return
2.59%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.43%
6-Month Return▼ 0.07%
12-Month Return▲ 20.91%
YTD Return▼ 2.67%
Total Return▲ 23.10%

Best Trade

Opened at
Closed at
Gain▲ 672.61%

Bio

Performance

16.06%0-16.06%
▲ 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
▼ 1.33%
▼ 0.86%
▼ 6.87%
Feb 2026
▲ 0.52%
▼ 4.94%
▼ 1.84%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 7.65%
Apr 2026
▲ 1.37%
▲ 0.28%
▼ 0.02%
May 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 10.96%▲ 2.38%▲ 0.53%
▼ 3.68%▲ 0.19%▼ 1.68%
▼ 0.10%▲ 0.08%▲ 1.58%
▲ 4.06%▲ 1.47%▼ 1.07%
▼ 1.33%▼ 0.86%▼ 6.87%
▲ 0.52%▼ 4.94%▼ 1.84%
▲ 16.06%▲ 10.51%▲ 7.65%
▲ 1.37%▲ 0.28%▼ 0.02%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Grid Dynamics Holdings
▼ 8.63%
7
Close
May 04, 2026
Stryker
20.04%
▼ 11.37%
5
Buy
May 04, 2026
ACV Auctions
▼ 15.34%
7
Close
May 02, 2026
Galaxy Digital
▲ 11.62%
6
Close
May 02, 2026
Klarna Group Plc
▼ 14.10%
7
Close
May 02, 2026
Adobe
▲ 1.97%
5
Close
May 02, 2026
LPL Financial
0.01%
▼ 2.50%
5
Sell
May 01, 2026
Boston Scientific
1.26%
▼ 23.12%
7
Buy
May 01, 2026
Tecnoglass
0.01%
▲ 6.34%
4
Buy
May 01, 2026
McCormick & Company
1.02%
▼ 6.36%
6
Buy
May 01, 2026
UDR
0.01%
▲ 5.51%
4
Buy
May 01, 2026
Insulet
35.18%
▼ 9.73%
5
Buy
May 01, 2026
Alvotech
▼ 10.86%
6
Close
Apr 29, 2026
ServisFirst Bancshares
▲ 3.42%
2
Close
Apr 29, 2026
Planet Fitness
1%
▼ 5.18%
4
Buy
Apr 28, 2026
Amdocs
0.01%
▲ 0.86%
3
Buy
Apr 28, 2026
Ollie's Bargain Outlet Holding
▲ 3.68%
3
Close
Apr 28, 2026
Americold Realty
0.9%
▼ 9.08%
11
Buy
Apr 27, 2026
Wix
0.57%
▼ 11.45%
4
Buy
Apr 27, 2026
UTZ Brands
0.52%
▼ 35.66%
14
Buy
Apr 24, 2026