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CMA-Edge - New Portfolio

Roel

CMA-Edge
Individual Investor
Ranked #493,420 out of 858,889 TipRanks' Investors
Success Rate
49%
188 out of 383
profitable transactions
Average Return
1.57%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.75%
6-Month Return▼ 5.59%
12-Month Return▲ 25.63%
YTD Return▼ 7.64%
Total Return▲ 16.82%

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
▲ 4.89%
▲ 4.48%
▲ 1.62%
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%
▲ 4.89%▲ 4.48%▲ 1.62%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Simulations Plus
▲ 0.70%
4
Close
Apr 11, 2026
Birkenstock Holding plc
▲ 2.90%
3
Close
Apr 11, 2026
Tecnoglass
▲ 1.63%
3
Close
Apr 11, 2026
HNI
▼ 0.72%
5
Close
Apr 11, 2026
CommVault Systems
▲ 12.84%
4
Close
Apr 11, 2026
Loar Holdings Inc.
▲ 8.65%
4
Close
Apr 11, 2026
Silvaco Group, Inc.
▲ 5.67%
4
Close
Apr 10, 2026
Merit Medical Systems
0.37%
▼ 1.49%
3
Buy
Apr 10, 2026
Phreesia
1.46%
▼ 14.76%
4
Buy
Apr 10, 2026
Array Digital Infrastructure
▲ 5.48%
3
Sell
Apr 10, 2026
Camden Property
▲ 5.23%
3
Close
Apr 10, 2026
Salesforce
26.73%
▼ 4.08%
2
Buy
Apr 10, 2026
Genpact
32.41%
▼ 5.60%
2
Buy
Apr 10, 2026
Fermi Inc.
6.84%
▼ 7.93%
5
Buy
Apr 09, 2026
Vital Farms
2.85%
▼ 16.59%
7
Buy
Apr 09, 2026
Trade Desk
4.01%
▲ 0.30%
1
Buy
Apr 09, 2026
fuboTV
9.17%
▼ 2.02%
1
Buy
Apr 09, 2026
AdvanSix
0.02%
▲ 4.30%
12
Sell
Apr 08, 2026
Symbotic
▲ 51.21%
7
Sell
Apr 08, 2026
NetEase
0.01%
▼ 7.56%
9
Sell
Apr 08, 2026