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Merrill Edge - New Portfolio

Merrill Edge
Individual Investor
Ranked #521,428 out of 852,106 TipRanks' Investors
Success Rate
46%
78 out of 171
profitable transactions
Average Return
2.91%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.35%
6-Month Return▲ 6.41%
12-Month Return▲ 6.02%
YTD Return▲ 1.70%
Total Return▲ 44.84%

Best Trade

Opened at
Closed at
Gain▲ 81.64%

Bio

Performance

12.88%0-12.88%
▲ 7.60%
▲ 2.30%
▲ 0.66%
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
▼ 3.58%
▲ 0.19%
▼ 2.09%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 2.09%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 1.65%
Jan 2026
▲ 0.50%
▲ 0.05%
Feb 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 7.60%▲ 2.30%▲ 0.66%
▲ 2.76%▲ 2.05%▲ 0.67%
▲ 12.88%▲ 3.56%▲ 0.55%
▲ 10.96%▲ 2.38%▲ 2.52%
▼ 3.58%▲ 0.19%▼ 2.09%
▼ 0.10%▲ 0.08%▲ 2.09%
▲ 4.06%▲ 1.47%▲ 1.65%
▲ 0.50%▲ 0.05%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Boeing
2.91%
▲ 6.67%
7
Buy
Sep 19, 2025
Cisco Systems
2.91%
▲ 18.62%
4
Sell
Sep 19, 2025
Uber Technologies
▲ 10.25%
4
Close
Sep 18, 2025
Eaton
3.49%
▼ 21.62%
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
4.14%
▼ 14.45%
7
Buy
Sep 12, 2025
Honeywell International
3.16%
▲ 7.73%
4
Buy
Sep 12, 2025
Danaher
1.24%
▲ 14.67%
1
Buy
Sep 11, 2025
Home Depot
3.15%
▼ 7.81%
9
Buy
Sep 10, 2025
Nvidia
3.61%
▼ 11.28%
8
Buy
Sep 04, 2025
Robinhood
▼ 6.95%
2
Close
Aug 30, 2025
Palo Alto Networks
2.44%
▼ 3.25%
4
Buy
Aug 26, 2025
Interactive Brokers
▲ 6.19%
3
Close
Aug 22, 2025
GE Vernova Inc.
2.1%
▲ 26.14%
1
Buy
Aug 21, 2025
Meta Platforms
5.89%
▼ 7.58%
7
Buy
Aug 20, 2025
Qualcomm
0.00%
2
Close
Aug 20, 2025
Applied Materials
▼ 11.48%
3
Sell
Aug 16, 2025
Tesla
1.17%
▼ 24.29%
4
Buy
Aug 14, 2025