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Merrill Edge - New Portfolio

Merrill Edge
Individual Investor
Ranked #500,345 out of 818,587 TipRanks' Investors
Success Rate
46%
77 out of 169
profitable transactions
Average Return
2.78%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.93%
6-Month Return▲ 10.68%
12-Month Return▲ 22.02%
YTD Return▲ 10.21%
Total Return▲ 38.34%

Best Trade

Opened at
Closed at-
Gain▲ 117.38%

Bio

Performance

27.91%0-27.91%
▼ 12.86%
▼ 1.27%
▼ 2.15%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.54%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 2.09%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 6.77%
May 2025
▲ 6.24%
▲ 5.14%
▲ 5.43%
Jun 2025
▲ 27.91%
▲ 2.30%
▲ 0.66%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 0.67%
Aug 2025
▲ 8.78%
▲ 2.32%
▲ 0.49%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▼ 2.15%
▼ 1.80%▼ 5.57%▼ 7.54%
▲ 1.84%▼ 0.87%▼ 2.09%
▲ 12.20%▲ 6.28%▲ 6.77%
▲ 6.24%▲ 5.14%▲ 5.43%
▲ 27.91%▲ 2.30%▲ 0.66%
▲ 4.87%▲ 2.05%▲ 0.67%
▲ 8.78%▲ 2.32%▲ 0.49%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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
4.37%
▼ 11.19%
7
Buy
Sep 12, 2025
Honeywell International
2.85%
▼ 0.13%
4
Buy
Sep 12, 2025
Boeing
1.74%
▲ 3.13%
6
Buy
Sep 12, 2025
Danaher
1.03%
▼ 2.24%
1
Buy
Sep 11, 2025
Home Depot
3.41%
▼ 5.35%
9
Buy
Sep 10, 2025
Nvidia
3.3%
▼ 13.33%
8
Buy
Sep 04, 2025
Robinhood
▼ 6.95%
2
Close
Aug 30, 2025
Palo Alto Networks
2.72%
▲ 11.04%
4
Buy
Aug 26, 2025
Interactive Brokers
▲ 6.19%
3
Close
Aug 22, 2025
GE Vernova Inc.
1.67%
▲ 3.24%
1
Buy
Aug 21, 2025
Meta Platforms
6.31%
▼ 2.67%
7
Buy
Aug 20, 2025
Qualcomm
0.00%
2
Close
Aug 20, 2025
Cisco Systems
2.71%
▼ 1.55%
3
Buy
Aug 20, 2025
Applied Materials
▼ 11.48%
3
Sell
Aug 16, 2025
Tesla
1.14%
▼ 24.31%
4
Buy
Aug 14, 2025
Autodesk
▼ 2.50%
2
Sell
Aug 13, 2025
Shake Shack
▼ 8.72%
2
Sell
Aug 10, 2025