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CMA-Edge - New Portfolio
Roel
CMA-EdgeIndividual Investor
Ranked #402,082 out of 826,007 TipRanks' Investors
Success Rate
107 out of 208
profitable transactions
profitable transactions
Average Return
10.17%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.10%
6-Month Return▲ 25.92%
12-Month Return▲ 20.82%
YTD Return▲ 18.25%
Total Return▲ 24.58%
Best Trade
Bio
Performance
12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 5.93%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 3.26%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 7.65%
May 2025
▲ 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
▲ 10.09%
▲ 2.05%
▼ 1.10%
Oct 2025
▼ 6.38%▼ 5.57%▼ 5.93%
▲ 0.80%▼ 0.87%▼ 3.26%
▲ 11.63%▲ 6.28%▲ 7.65%
▲ 9.25%▲ 5.14%▲ 5.77%
▲ 7.60%▲ 2.30%▲ 4.41%
▲ 2.76%▲ 2.05%▲ 7.53%
▲ 12.88%▲ 3.56%▼ 0.39%
▲ 10.09%▲ 2.05%▼ 1.10%
Recent Activity
AdvanSix
6.04%
▼ 13.68%
8
Buy
Oct 30, 2025
Brightstar Lottery
0.02%
▲ 15.89%
4
Buy
Oct 29, 2025
Kirby
0.13%
▲ 23.69%
2
Sell
Oct 28, 2025
Galaxy Digital
0.04%
▼ 8.94%
1
Buy
Oct 28, 2025
POSCO
0.01%
▼ 7.78%
7
Sell
Oct 22, 2025
Intuitive Surgical
0.65%
▲ 17.21%
2
Sell
Oct 22, 2025
Tvardi Therapeutics
5.06%
▼ 17.52%
1
Buy
Oct 22, 2025
Aurora Innovation
11.41%
▼ 6.88%
2
Buy
Oct 21, 2025
ACV Auctions
0.01%
▼ 0.11%
2
Sell
Oct 21, 2025
Roper Technologies
4.91%
▼ 11.76%
2
Buy
Oct 17, 2025
Americold Realty
22.75%
▼ 10.40%
7
Buy
Oct 15, 2025
Aris Water Solutions
―
▲ 9.38%
6
Close
Oct 14, 2025
Chime Financial, Inc. Class A
0.04%
▼ 18.81%
3
Buy
Oct 14, 2025
Schlumberger
0.46%
▼ 17.27%
7
Buy
Oct 13, 2025
Align Tech
0.17%
▲ 12.58%
2
Sell
Oct 10, 2025
Par Technology
5.86%
▼ 4.47%
1
Buy
Oct 10, 2025
Neurogene
―
▲ 4.24%
3
Sell
Oct 09, 2025
Strategy
0.31%
▼ 23.24%
2
Sell
Oct 07, 2025
UTZ Brands
0.01%
▼ 36.06%
8
Buy
Oct 02, 2025
Permian Resources
0.47%
▼ 21.84%
8
Buy
Sep 30, 2025