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Merrill Edge - New Portfolio

Merrill Edge
Individual Investor
Ranked #389,314 out of 796,960 TipRanks' Investors
Success Rate
38%
38 out of 100
profitable transactions
Average Return
3.51%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 7.07%
6-Month Return▼ 2.04%
12-Month Return-
YTD Return▼ 5.47%
Total Return▲ 18.67%

Best Trade

Opened at
Closed at-
Gain▲ 83.48%

Bio

Performance

25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 4.93%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 1.70%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 9.29%
Nov 2024
▲ 5.36%
▼ 2.41%
▼ 4.78%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 8.47%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.15%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.54%
Mar 2025
▼ 1.23%
▼ 4.29%
▼ 3.68%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 4.93%
▲ 10.00%▼ 0.89%▲ 1.70%
▲ 25.98%▲ 5.96%▲ 9.29%
▲ 5.36%▼ 2.41%▼ 4.78%
▲ 6.01%▲ 2.69%▲ 8.47%
▼ 12.86%▼ 1.27%▼ 2.15%
▼ 1.80%▼ 5.57%▼ 7.54%
▼ 1.23%▼ 4.29%▼ 3.68%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bristol-Myers Squibb
1.88%
▲ 1.75%
9
Sell
Apr 24, 2025
TJX Companies
4.88%
▲ 2.62%
3
Buy
Apr 24, 2025
Nvidia
▲ 20.04%
3
Close
Apr 17, 2025
Meta Platforms
▼ 10.74%
4
Close
Apr 17, 2025
Amazon
11.51%
▲ 16.13%
2
Buy
Apr 16, 2025
Berkshire Hathaway B
24.6%
▲ 73.11%
23
Buy
Apr 07, 2025
Eaton
▼ 20.72%
7
Sell
Apr 05, 2025
Starbucks
▼ 19.45%
8
Close
Apr 05, 2025
Walt Disney
▼ 21.32%
8
Close
Apr 05, 2025
BlackRock
▼ 18.07%
6
Close
Apr 05, 2025
DuPont de Nemours
▼ 21.39%
2
Close
Apr 05, 2025
Broadcom
▼ 27.78%
5
Close
Apr 04, 2025
Goldman Sachs Group
▼ 12.93%
6
Close
Apr 04, 2025
Salesforce
▼ 21.54%
2
Close
Apr 04, 2025
Apple
4.82%
▲ 38.90%
3
Sell
Apr 04, 2025
Dover
▼ 15.66%
5
Close
Apr 04, 2025
Alphabet Class A
▲ 64.69%
2
Sell
Apr 01, 2025
Home Depot
6.38%
▼ 5.81%
7
Close
Apr 01, 2025
Dell Technologies
▼ 1.17%
2
Close
Mar 26, 2025
NEXTracker, Inc. Class A
▲ 0.53%
3
Sell
Mar 15, 2025