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Merrill Edge - New Portfolio

Merrill Edge
Individual Investor
Ranked #521,447 out of 831,456 TipRanks' Investors
Success Rate
43%
73 out of 171
profitable transactions
Average Return
2.64%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.91%
6-Month Return▲ 8.19%
12-Month Return▲ 5.98%
YTD Return▲ 13.03%
Total Return▲ 41.89%

Best Trade

Opened at
Closed at-
Gain▲ 106.32%

Bio

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 6.77%
May 2025
▲ 9.25%
▲ 5.14%
▲ 5.43%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 0.67%
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
▼ 3.44%
▲ 0.19%
▼ 2.08%
Nov 2025
▲ 1.44%
▲ 0.34%
▲ 1.68%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 6.77%
▲ 9.25%▲ 5.14%▲ 5.43%
▲ 7.60%▲ 2.30%▲ 0.67%
▲ 2.76%▲ 2.05%▲ 0.67%
▲ 12.88%▲ 3.56%▲ 0.55%
▲ 10.96%▲ 2.38%▲ 2.52%
▼ 3.44%▲ 0.19%▼ 2.08%
▲ 1.44%▲ 0.34%▲ 1.68%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Boeing
2.5%
▼ 0.37%
7
Buy
Sep 19, 2025
Cisco Systems
2.79%
▲ 14.69%
4
Sell
Sep 19, 2025
Uber Technologies
▲ 10.25%
4
Close
Sep 18, 2025
Eaton
3.25%
▼ 22.88%
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
4.84%
▼ 7.78%
7
Buy
Sep 12, 2025
Honeywell International
2.63%
▼ 9.42%
4
Buy
Sep 12, 2025
Danaher
1.25%
▲ 16.12%
1
Buy
Sep 11, 2025
Home Depot
2.93%
▼ 9.14%
9
Buy
Sep 10, 2025
Nvidia
3.52%
▼ 11.89%
8
Buy
Sep 04, 2025
Robinhood
▼ 6.95%
2
Close
Aug 30, 2025
Palo Alto Networks
2.74%
▲ 9.67%
4
Buy
Aug 26, 2025
Interactive Brokers
▲ 6.19%
3
Close
Aug 22, 2025
GE Vernova Inc.
1.74%
▲ 5.48%
1
Buy
Aug 21, 2025
Meta Platforms
5.56%
▼ 9.81%
7
Buy
Aug 20, 2025
Qualcomm
0.00%
2
Close
Aug 20, 2025
Applied Materials
▼ 11.48%
3
Sell
Aug 16, 2025
Tesla
1.25%
▼ 21.03%
4
Buy
Aug 14, 2025