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Merrill Edge - New Portfolio
Merrill Edge
Individual Investor
Ranked #369,284 out of 793,971 TipRanks' Investors
Success Rate
42 out of 94
profitable transactions
profitable transactions
Average Return
6.79%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 7.54%
6-Month Return▲ 3.60%
12-Month Return-
YTD Return▼ 2.13%
Total Return▲ 22.86%
Best Trade
Bio
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 13.04%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.93%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 1.70%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 9.29%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 4.78%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 8.17%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.15%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.54%
Mar 2025
▼ 13.14%▲ 2.34%▲ 13.04%
▲ 2.93%▲ 2.10%▲ 4.93%
▲ 10.00%▼ 0.89%▲ 1.70%
▲ 26.01%▲ 5.96%▲ 9.29%
▲ 5.33%▼ 2.41%▼ 4.78%
▲ 5.87%▲ 2.69%▲ 8.17%
▼ 12.86%▼ 1.27%▼ 2.15%
▼ 1.80%▼ 5.57%▼ 7.54%
Recent Activity
Alphabet Class A
―
▲ 64.69%
2
Sell
Apr 01, 2025
Home Depot
―
▼ 5.68%
7
Close
Apr 01, 2025
Bristol-Myers Squibb
3.01%
▲ 4.49%
8
Buy
Mar 31, 2025
Berkshire Hathaway B
17.53%
▲ 72.35%
21
Buy
Mar 31, 2025
Dell Technologies
―
▼ 1.17%
2
Close
Mar 26, 2025
Starbucks
2.15%
▼ 3.77%
7
Buy
Mar 18, 2025
NEXTracker, Inc. Class A
―
▲ 0.53%
3
Sell
Mar 15, 2025
Eaton
2.98%
▼ 12.58%
6
Buy
Mar 14, 2025
Dover
2.75%
▼ 8.95%
4
Buy
Mar 14, 2025
Capital One Financial
3.44%
▲ 3.78%
4
Buy
Mar 14, 2025
Walt Disney
3.25%
▼ 7.03%
7
Buy
Mar 12, 2025
Goldman Sachs Group
4.94%
▼ 6.96%
5
Buy
Mar 12, 2025
Texas Roadhouse
2.97%
▼ 5.89%
4
Buy
Mar 12, 2025
Apple
6.09%
▲ 48.07%
2
Sell
Mar 11, 2025
Roku
―
▲ 5.04%
2
Close
Mar 07, 2025
Honeywell International
2.32%
▲ 0.72%
3
Buy
Mar 06, 2025
Wells Fargo
2.76%
▲ 4.02%
6
Buy
Mar 05, 2025
TJX Companies
2%
▼ 1.19%
2
Buy
Feb 24, 2025
Constellation Brands
―
▼ 4.64%
4
Sell
Feb 19, 2025
BlackRock
3.63%
▼ 5.74%
5
Buy
Feb 19, 2025