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Merrill Edge - New Portfolio

Merrill Edge
Individual Investor
Ranked #466,368 out of 812,140 TipRanks' Investors
Success Rate
46%
68 out of 147
profitable transactions
Average Return
3.08%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.32%
6-Month Return▼ 0.02%
12-Month Return▲ 33.69%
YTD Return▲ 7.81%
Total Return▲ 35.33%

Best Trade

Opened at
Closed at-
Gain▲ 124.17%

Bio

Performance

27.86%0-27.86%
▲ 6.03%
▲ 2.69%
▲ 8.52%
Jan 2025
▼ 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
▲ 27.86%
▲ 2.30%
▲ 0.66%
Jul 2025
▲ 0.42%
▲ 0.11%
▼ 1.04%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 8.52%
▼ 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%
▲ 27.86%▲ 2.30%▲ 0.66%
▲ 0.42%▲ 0.11%▼ 1.04%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
DuPont de Nemours
2%
▼ 8.56%
4
Buy
Aug 06, 2025
Berkshire Hathaway B
▲ 71.02%
29
Sell
Aug 05, 2025
Carvana Co
▲ 20.71%
2
Close
Aug 05, 2025
Shake Shack
1.27%
▼ 2.35%
1
Buy
Aug 05, 2025
Starbucks
3.01%
▼ 16.67%
11
Buy
Aug 04, 2025
Cognizant
▼ 8.72%
2
Sell
Aug 02, 2025
Capital One Financial
6%
▲ 16.86%
7
Buy
Aug 01, 2025
Applied Materials
2.01%
▼ 2.51%
2
Buy
Aug 01, 2025
Dover
1.47%
▼ 12.59%
7
Buy
Jul 25, 2025
Constellation Brands
▼ 4.31%
6
Close
Jul 23, 2025
TKO Group Holdings
▲ 1.52%
2
Sell
Jul 23, 2025
Toast Inc
0.00%
2
Close
Jul 23, 2025
Meta Platforms
2.18%
▼ 5.67%
5
Buy
Jul 22, 2025
Palo Alto Networks
0.97%
▼ 12.05%
1
Buy
Jul 22, 2025
Cisco Systems
2.15%
▲ 1.37%
2
Buy
Jul 21, 2025
Deere
▼ 2.92%
2
Sell
Jul 18, 2025
Autodesk
1.72%
▲ 5.13%
1
Buy
Jul 16, 2025
Interactive Brokers
1.8%
▲ 8.48%
1
Buy
Jul 15, 2025
General Dynamics
1.78%
▲ 5.75%
1
Buy
Jul 09, 2025
Walt Disney
2.92%
▼ 23.08%
12
Buy
Jul 03, 2025