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CMA-Edge - New Portfolio
Roel
CMA-EdgeIndividual Investor
Ranked #256,827 out of 818,989 TipRanks' Investors
Success Rate
108 out of 186
profitable transactions
profitable transactions
Average Return
13.30%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.80%
6-Month Return▲ 21.63%
12-Month Return▲ 28.58%
YTD Return▲ 21.64%
Total Return▲ 28.16%
Best Trade
Bio
Performance
27.91%0-27.91%
▼ 12.86%
▼ 1.27%
▼ 2.71%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.93%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 3.26%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 7.65%
May 2025
▲ 6.24%
▲ 5.14%
▲ 5.77%
Jun 2025
▲ 27.91%
▲ 2.30%
▲ 4.41%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 7.53%
Aug 2025
▲ 9.23%
▲ 2.67%
▲ 1.34%
Sep 2025
▼ 12.86%▼ 1.27%▼ 2.71%
▼ 1.80%▼ 5.57%▼ 5.93%
▲ 1.84%▼ 0.87%▼ 3.26%
▲ 12.20%▲ 6.28%▲ 7.65%
▲ 6.24%▲ 5.14%▲ 5.77%
▲ 27.91%▲ 2.30%▲ 4.41%
▲ 4.87%▲ 2.05%▲ 7.53%
▲ 9.23%▲ 2.67%▲ 1.34%
Recent Activity
PACS Group Inc
―
▼ 25.51%
3
Close
Sep 19, 2025
LPL Financial
15.42%
▼ 1.43%
2
Buy
Sep 19, 2025
Aris Water Solutions
0.04%
▲ 17.48%
5
Buy
Sep 18, 2025
GeoPark
―
▼ 28.83%
4
Sell
Sep 17, 2025
National Vision Holdings
0.04%
▲ 14.37%
2
Sell
Sep 17, 2025
Franklin Covey Company
0.03%
▲ 8.54%
2
Sell
Sep 16, 2025
Roper Technologies
7.19%
▲ 0.51%
1
Buy
Sep 16, 2025
Boston Scientific
7.59%
▼ 2.54%
1
Buy
Sep 16, 2025
Kirby
7.85%
▼ 0.37%
1
Buy
Sep 16, 2025
NetEase
0.49%
▲ 24.72%
6
Buy
Sep 12, 2025
Ryan Specialty Group
22.35%
▼ 11.54%
5
Buy
Sep 09, 2025
Chord Energy
0.5%
▼ 13.55%
8
Buy
Sep 08, 2025
Americold Realty
21.02%
▼ 12.68%
5
Buy
Sep 08, 2025
Pacira Pharmaceuticals
―
▲ 33.58%
3
Sell
Sep 06, 2025
Chime Financial, Inc. Class A
0.04%
▼ 1.14%
2
Sell
Sep 05, 2025
A10 Networks
0.01%
▲ 13.85%
11
Buy
Sep 03, 2025
Celsius Holdings
―
▲ 75.16%
6
Close
Sep 03, 2025
Intuitive Surgical
7.64%
▼ 3.62%
1
Buy
Sep 03, 2025
Monday.com
0.35%
▲ 20.01%
2
Sell
Sep 02, 2025
Deutsche Bank AG
―
▲ 79.42%
4
Close
Aug 25, 2025