tiprankstipranks
Trending News
More News >

Merrill Edge - New Portfolio

Merrill Edge
Individual Investor
Ranked #441,149 out of 803,420 TipRanks' Investors
Success Rate
45%
56 out of 124
profitable transactions
Average Return
3.76%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.48%
6-Month Return▲ 0.10%
12-Month Return-
YTD Return▲ 3.78%
Total Return▲ 30.28%

Best Trade

Opened at
Closed at-
Gain▲ 101.82%

Bio

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 9.29%
Nov 2024
▲ 5.43%
▼ 2.41%
▼ 4.78%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 8.47%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.15%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.54%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 2.23%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 6.76%
May 2025
▲ 5.90%
▲ 2.03%
▲ 1.30%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 9.29%
▲ 5.43%▼ 2.41%▼ 4.78%
▲ 5.99%▲ 2.69%▲ 8.47%
▼ 12.86%▼ 1.27%▼ 2.15%
▼ 1.80%▼ 5.57%▼ 7.54%
▲ 1.76%▼ 0.87%▼ 2.23%
▲ 12.21%▲ 6.28%▲ 6.76%
▲ 5.90%▲ 2.03%▲ 1.30%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Tesla
▼ 48.45%
3
Sell
Jun 07, 2025
Broadcom
3.04%
▼ 22.00%
6
Buy
Jun 06, 2025
Berkshire Hathaway B
14.67%
▲ 71.86%
24
Sell
Jun 06, 2025
SharkNinja, Inc.
0.00%
2
Close
Jun 05, 2025
Deere
1.57%
▲ 1.30%
1
Buy
Jun 05, 2025
Uber Technologies
1.3%
▲ 3.52%
3
Buy
Jun 04, 2025
Eaton
1.96%
▼ 27.79%
9
Buy
Jun 02, 2025
Capital One Financial
5.43%
▲ 12.95%
6
Buy
Jun 02, 2025
Visa
2.24%
▲ 2.79%
1
Buy
Jun 02, 2025
Constellation Brands
0.51%
▼ 5.47%
5
Buy
May 29, 2025
Walt Disney
1.08%
▼ 16.58%
10
Buy
May 27, 2025
Nvidia
1.29%
▲ 6.68%
5
Buy
May 27, 2025
Qualcomm
0.96%
0.00%
1
Buy
May 23, 2025
Toast Inc
0.39%
0.00%
1
Buy
May 23, 2025
CrowdStrike Holdings
5.74%
▲ 28.31%
3
Buy
May 14, 2025
Texas Roadhouse
2.82%
▲ 6.09%
5
Sell
May 14, 2025
TKO Group Holdings
0.5%
▲ 0.56%
1
Buy
May 14, 2025
Amazon
11.54%
▲ 25.39%
3
Buy
May 03, 2025
Bristol-Myers Squibb
▲ 1.98%
10
Sell
May 02, 2025
JPMorgan Chase
3.22%
▲ 8.59%
1
Buy
May 02, 2025