tiprankstipranks
Trending News
More News >

Merrill Edge - New Portfolio

Merrill Edge
Individual Investor
Ranked #442,270 out of 803,257 TipRanks' Investors
Success Rate
45%
56 out of 124
profitable transactions
Average Return
3.84%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.52%
6-Month Return▼ 1.00%
12-Month Return-
YTD Return▲ 3.97%
Total Return▲ 30.51%

Best Trade

Opened at
Closed at-
Gain▲ 101.10%

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
▲ 4.71%
▲ 1.75%
▲ 1.48%
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%
▲ 4.71%▲ 1.75%▲ 1.48%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Tesla
▼ 48.45%
3
Sell
Jun 07, 2025
Broadcom
2.93%
▼ 22.66%
6
Buy
Jun 06, 2025
Berkshire Hathaway B
14.73%
▲ 71.94%
24
Sell
Jun 06, 2025
SharkNinja, Inc.
0.00%
2
Close
Jun 05, 2025
Deere
1.55%
▲ 0.33%
1
Buy
Jun 05, 2025
Uber Technologies
1.3%
▲ 3.41%
3
Buy
Jun 04, 2025
Eaton
1.94%
▼ 27.80%
9
Buy
Jun 02, 2025
Capital One Financial
5.43%
▲ 13.22%
6
Buy
Jun 02, 2025
Visa
2.22%
▲ 2.07%
1
Buy
Jun 02, 2025
Constellation Brands
0.51%
▼ 5.01%
5
Buy
May 29, 2025
Walt Disney
1.07%
▼ 16.58%
10
Buy
May 27, 2025
Nvidia
1.3%
▲ 6.68%
5
Buy
May 27, 2025
Qualcomm
0.95%
0.00%
1
Buy
May 23, 2025
Toast Inc
0.39%
0.00%
1
Buy
May 23, 2025
CrowdStrike Holdings
5.61%
▲ 25.80%
3
Buy
May 14, 2025
Texas Roadhouse
2.84%
▲ 6.84%
5
Sell
May 14, 2025
TKO Group Holdings
0.49%
▲ 0.37%
1
Buy
May 14, 2025
Amazon
11.75%
▲ 27.98%
3
Buy
May 03, 2025
Bristol-Myers Squibb
▲ 1.98%
10
Sell
May 02, 2025
JPMorgan Chase
3.22%
▲ 8.77%
1
Buy
May 02, 2025