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CMA-Edge - New Portfolio
Roel
CMA-EdgeIndividual Investor
Ranked #355,045 out of 836,051 TipRanks' Investors
Success Rate
140 out of 254
profitable transactions
profitable transactions
Average Return
9.57%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.34%
6-Month Return▲ 10.21%
12-Month Return▲ 21.11%
YTD Return▲ 3.85%
Total Return▲ 31.30%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 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
▲ 10.96%
▲ 2.38%
▲ 0.53%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 1.63%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.48%
Dec 2025
▲ 1.08%
▲ 1.11%
▲ 3.85%
Jan 2026
▲ 9.25%▲ 5.14%▲ 5.77%
▲ 7.60%▲ 2.30%▲ 4.41%
▲ 2.76%▲ 2.05%▲ 7.53%
▲ 12.88%▲ 3.56%▼ 0.39%
▲ 10.96%▲ 2.38%▲ 0.53%
▼ 3.57%▲ 0.19%▼ 1.63%
▼ 0.10%▲ 0.08%▲ 1.48%
▲ 1.08%▲ 1.11%▲ 3.85%
Recent Activity
Via Transportation, Inc. Class A
12.53%
▼ 15.33%
4
Buy
Jan 09, 2026
Legend Biotech
13.07%
▲ 0.58%
4
Sell
Jan 09, 2026
Klarna Group Plc
0.04%
▲ 6.78%
2
Sell
Jan 08, 2026
Pattern Group, Inc. Class A
0.02%
▲ 25.71%
2
Sell
Jan 08, 2026
UTZ Brands
0.03%
▼ 34.10%
11
Buy
Jan 05, 2026
Permian Resources
0.01%
▼ 11.10%
11
Buy
Dec 31, 2025
Thryv Holdings
0.01%
▼ 5.08%
2
Sell
Dec 31, 2025
Civitas Resources
0.04%
▼ 4.19%
4
Buy
Dec 30, 2025
Galaxy Digital
0.07%
▼ 4.39%
3
Buy
Dec 29, 2025
Fermi Inc.
0.01%
▲ 17.89%
1
Buy
Dec 29, 2025
NetEase
0.38%
▲ 13.80%
7
Buy
Dec 23, 2025
UnitedHealth
0.46%
▲ 8.03%
3
Buy
Dec 17, 2025
Mach Natural Resources LP
6.42%
▼ 2.39%
1
Buy
Dec 17, 2025
Smurfit Westrock
0.06%
▲ 23.47%
2
Sell
Dec 16, 2025
Varonis Systems
0.05%
▲ 6.41%
4
Sell
Dec 16, 2025
PROS Holdings
―
▲ 61.23%
3
Close
Dec 11, 2025
Chord Energy
0.61%
▼ 23.52%
11
Buy
Dec 08, 2025
Brightstar Lottery
0.02%
▲ 7.52%
5
Buy
Dec 04, 2025
AdvanSix
6.41%
▼ 7.36%
9
Buy
Dec 03, 2025
POSCO
―
▼ 12.69%
8
Close
Nov 25, 2025