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CMA-Edge - New Portfolio

Roel

CMA-Edge
Individual Investor
Ranked #392,098 out of 826,835 TipRanks' Investors
Success Rate
52%
109 out of 211
profitable transactions
Average Return
9.51%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.35%
6-Month Return▲ 21.66%
12-Month Return▲ 17.90%
YTD Return▲ 16.93%
Total Return▲ 23.19%

Best Trade

Opened at
Closed at
Gain▲ 672.61%

Bio

Performance

12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▼ 3.26%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 7.65%
May 2025
▲ 9.25%
▲ 5.14%
▲ 5.76%
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
▼ 2.18%
▼ 1.00%
▼ 2.72%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▼ 3.26%
▲ 11.63%▲ 6.28%▲ 7.65%
▲ 9.25%▲ 5.14%▲ 5.76%
▲ 7.60%▲ 2.30%▲ 4.41%
▲ 2.76%▲ 2.05%▲ 7.53%
▲ 12.88%▲ 3.56%▼ 0.39%
▲ 10.96%▲ 2.38%▲ 0.53%
▼ 2.18%▼ 1.00%▼ 2.72%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
On Holding AG
6.26%
0.00%
1
Buy
Nov 04, 2025
Kenvue, Inc.
5.84%
▼ 5.36%
1
Buy
Nov 03, 2025
Alvotech
0.01%
▼ 16.87%
1
Buy
Nov 03, 2025
LPL Financial
0.46%
▲ 12.29%
3
Sell
Oct 31, 2025
AdvanSix
6.08%
▼ 11.60%
8
Buy
Oct 30, 2025
Brightstar Lottery
0.02%
▲ 16.00%
4
Buy
Oct 29, 2025
Kirby
0.13%
▲ 23.83%
2
Sell
Oct 28, 2025
Galaxy Digital
0.04%
▼ 16.84%
1
Buy
Oct 28, 2025
POSCO
0.01%
▼ 10.23%
7
Sell
Oct 22, 2025
Intuitive Surgical
0.67%
▲ 19.16%
2
Sell
Oct 22, 2025
Tvardi Therapeutics
4.79%
▼ 22.30%
1
Buy
Oct 22, 2025
Aurora Innovation
10.09%
▼ 18.11%
2
Buy
Oct 21, 2025
ACV Auctions
0.01%
▲ 0.45%
2
Sell
Oct 21, 2025
Roper Technologies
5%
▼ 10.59%
2
Buy
Oct 17, 2025
Americold Realty
22.35%
▼ 12.52%
7
Buy
Oct 15, 2025
Aris Water Solutions
▲ 9.38%
6
Close
Oct 14, 2025
Chime Financial, Inc. Class A
0.04%
▼ 15.24%
3
Buy
Oct 14, 2025
Schlumberger
0.46%
▼ 17.72%
7
Buy
Oct 13, 2025
Align Tech
0.17%
▲ 10.34%
2
Sell
Oct 10, 2025
Par Technology
5.69%
▼ 7.76%
1
Buy
Oct 10, 2025