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Merrill Edge - New Portfolio

Merrill Edge
Individual Investor
Ranked #458,814 out of 808,802 TipRanks' Investors
Success Rate
47%
64 out of 136
profitable transactions
Average Return
3.92%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.70%
6-Month Return▲ 5.65%
12-Month Return-
YTD Return▲ 9.15%
Total Return▲ 37.01%

Best Trade

Opened at
Closed at-
Gain▲ 118.51%

Bio

Performance

14.83%0-14.83%
▲ 5.10%
▼ 2.41%
▼ 4.78%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 8.52%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.15%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.54%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 2.23%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 6.76%
May 2025
▲ 6.24%
▲ 5.14%
▲ 5.43%
Jun 2025
▲ 14.83%
▲ 1.65%
▲ 1.00%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 4.78%
▲ 6.03%▲ 2.69%▲ 8.52%
▼ 12.86%▼ 1.27%▼ 2.15%
▼ 1.80%▼ 5.57%▼ 7.54%
▲ 1.84%▼ 0.87%▼ 2.23%
▲ 12.20%▲ 6.28%▲ 6.76%
▲ 6.24%▲ 5.14%▲ 5.43%
▲ 14.83%▲ 1.65%▲ 1.00%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Deere
▼ 2.92%
2
Close
Jul 18, 2025
Cisco Systems
1.4%
0.00%
1
Buy
Jul 17, 2025
Berkshire Hathaway B
2.78%
▲ 71.43%
28
Sell
Jul 16, 2025
Autodesk
1.71%
▲ 0.65%
1
Buy
Jul 16, 2025
Dover
1.12%
▼ 12.25%
6
Buy
Jul 15, 2025
Interactive Brokers
1.74%
▲ 1.02%
1
Buy
Jul 15, 2025
Starbucks
2.19%
▼ 17.78%
10
Buy
Jul 09, 2025
General Dynamics
1.76%
▲ 0.75%
1
Buy
Jul 09, 2025
Walt Disney
3.23%
▼ 22.55%
12
Buy
Jul 03, 2025
DuPont de Nemours
0.87%
▼ 5.87%
3
Buy
Jun 26, 2025
Home Depot
2.74%
▼ 5.83%
8
Sell
Jun 18, 2025
Eaton
3.35%
▼ 23.27%
10
Buy
Jun 17, 2025
Costco
4.48%
▲ 12.97%
4
Sell
Jun 17, 2025
Boeing
1.02%
▲ 13.76%
2
Buy
Jun 13, 2025
Carvana Co
2.03%
▲ 15.83%
1
Buy
Jun 13, 2025
Tesla
▼ 48.45%
3
Sell
Jun 07, 2025
Broadcom
3.36%
▼ 19.32%
6
Buy
Jun 06, 2025
SharkNinja, Inc.
0.00%
2
Close
Jun 05, 2025
Uber Technologies
1.33%
▲ 5.87%
3
Buy
Jun 04, 2025
Capital One Financial
5.76%
▲ 22.79%
6
Buy
Jun 02, 2025