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Merrill Edge - New Portfolio

Merrill Edge
Individual Investor
Ranked #516,181 out of 832,956 TipRanks' Investors
Success Rate
40%
68 out of 171
profitable transactions
Average Return
2.15%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.92%
6-Month Return▲ 7.47%
12-Month Return▲ 12.35%
YTD Return▲ 11.61%
Total Return▲ 40.11%

Best Trade

Opened at
Closed at-
Gain▲ 103.32%

Bio

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 6.77%
May 2025
▲ 9.25%
▲ 5.14%
▲ 5.41%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 0.66%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 0.67%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 0.55%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 2.52%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 2.19%
Nov 2025
▼ 1.11%
▼ 1.75%
▲ 0.54%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 6.77%
▲ 9.25%▲ 5.14%▲ 5.41%
▲ 7.60%▲ 2.30%▲ 0.66%
▲ 2.76%▲ 2.05%▲ 0.67%
▲ 12.88%▲ 3.56%▲ 0.55%
▲ 10.96%▲ 2.38%▲ 2.52%
▼ 3.57%▲ 0.19%▼ 2.19%
▼ 1.11%▼ 1.75%▲ 0.54%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Boeing
2.62%
▲ 0.64%
7
Buy
Sep 19, 2025
Cisco Systems
2.79%
▲ 11.79%
4
Sell
Sep 19, 2025
Uber Technologies
▲ 10.25%
4
Close
Sep 18, 2025
Eaton
3.12%
▼ 24.14%
11
Buy
Sep 17, 2025
Texas Roadhouse
▼ 5.59%
8
Close
Sep 13, 2025
General Dynamics
▲ 10.66%
2
Close
Sep 13, 2025
Trade Desk
▼ 16.02%
2
Sell
Sep 13, 2025
Broadcom
4.14%
▼ 15.03%
7
Buy
Sep 12, 2025
Honeywell International
2.82%
▼ 5.37%
4
Buy
Sep 12, 2025
Danaher
1.26%
▲ 14.26%
1
Buy
Sep 11, 2025
Home Depot
3.02%
▼ 9.02%
9
Buy
Sep 10, 2025
Nvidia
3.38%
▼ 14.08%
8
Buy
Sep 04, 2025
Robinhood
▼ 6.95%
2
Close
Aug 30, 2025
Palo Alto Networks
2.59%
▲ 1.17%
4
Buy
Aug 26, 2025
Interactive Brokers
▲ 6.19%
3
Close
Aug 22, 2025
GE Vernova Inc.
1.73%
▲ 2.62%
1
Buy
Aug 21, 2025
Meta Platforms
5.5%
▼ 11.43%
7
Buy
Aug 20, 2025
Qualcomm
0.00%
2
Close
Aug 20, 2025
Applied Materials
▼ 11.48%
3
Sell
Aug 16, 2025
Tesla
1.32%
▼ 19.83%
4
Buy
Aug 14, 2025