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CMA-Edge - New Portfolio

Roel

CMA-Edge
Individual Investor
Ranked #416,887 out of 851,975 TipRanks' Investors
Success Rate
53%
137 out of 259
profitable transactions
Average Return
6.93%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.16%
6-Month Return▲ 8.12%
12-Month Return▲ 11.93%
YTD Return▼ 1.07%
Total Return▲ 25.07%

Best Trade

Opened at
Closed at
Gain▲ 672.61%

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
▼ 3.58%
▲ 0.19%
▼ 1.63%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.48%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 1.07%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▼ 3.58%▲ 0.19%▼ 1.63%
▼ 0.10%▲ 0.08%▲ 1.48%
▲ 4.06%▲ 1.47%▼ 1.07%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Civitas Resources
▼ 1.68%
5
Close
Jan 31, 2026
SM Energy
0.06%
▲ 3.18%
5
Buy
Jan 30, 2026
Permian Resources
▼ 10.57%
12
Sell
Jan 27, 2026
Americold Realty
29.93%
▼ 11.80%
8
Buy
Jan 16, 2026
Roper Technologies
5.45%
▼ 20.72%
3
Buy
Jan 16, 2026
Legend Biotech
0.03%
▼ 17.72%
5
Sell
Jan 12, 2026
Via Transportation, Inc. Class A
13.82%
▼ 19.24%
4
Buy
Jan 09, 2026
Klarna Group Plc
0.04%
▼ 19.84%
2
Sell
Jan 08, 2026
Pattern Group, Inc. Class A
0.02%
▲ 22.08%
2
Sell
Jan 08, 2026
UTZ Brands
0.03%
▼ 29.27%
11
Buy
Jan 05, 2026
Thryv Holdings
0.01%
▼ 21.15%
2
Sell
Dec 31, 2025
Galaxy Digital
0.09%
▲ 5.96%
3
Buy
Dec 29, 2025
Fermi Inc.
0.01%
▲ 16.42%
1
Buy
Dec 29, 2025
NetEase
0.42%
▲ 3.34%
7
Buy
Dec 23, 2025
UnitedHealth
0.47%
▼ 10.63%
3
Buy
Dec 17, 2025
Mach Natural Resources LP
8.37%
▲ 3.27%
1
Buy
Dec 17, 2025
Smurfit Westrock
0.07%
▲ 21.51%
2
Sell
Dec 16, 2025
Varonis Systems
0.05%
▼ 3.13%
4
Sell
Dec 16, 2025
PROS Holdings
▲ 61.23%
3
Close
Dec 11, 2025
Chord Energy
0.8%
▼ 18.69%
11
Buy
Dec 08, 2025