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Merrill Edge - New Portfolio

Merrill Edge
Individual Investor
Ranked #525,130 out of 836,051 TipRanks' Investors
Success Rate
43%
73 out of 171
profitable transactions
Average Return
3.46%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.22%
6-Month Return▲ 5.46%
12-Month Return▲ 16.65%
YTD Return▲ 2.09%
Total Return▲ 45.39%

Best Trade

Opened at
Closed at-
Gain▲ 104.17%

Bio

Performance

12.88%0-12.88%
▲ 9.25%
▲ 5.14%
▲ 5.41%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 0.67%
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
▼ 3.57%
▲ 0.19%
▼ 2.09%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 2.09%
Dec 2025
▲ 1.08%
▲ 1.11%
▲ 2.09%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 9.25%▲ 5.14%▲ 5.41%
▲ 7.60%▲ 2.30%▲ 0.67%
▲ 2.76%▲ 2.05%▲ 0.67%
▲ 12.88%▲ 3.56%▲ 0.55%
▲ 10.96%▲ 2.38%▲ 2.52%
▼ 3.57%▲ 0.19%▼ 2.09%
▼ 0.10%▲ 0.08%▲ 2.09%
▲ 1.08%▲ 1.11%▲ 2.09%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Boeing
2.81%
▲ 5.39%
7
Buy
Sep 19, 2025
Cisco Systems
2.64%
▲ 8.79%
4
Sell
Sep 19, 2025
Uber Technologies
▲ 10.25%
4
Close
Sep 18, 2025
Eaton
3.08%
▼ 23.87%
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
4.1%
▼ 14.30%
7
Buy
Sep 12, 2025
Honeywell International
2.82%
▼ 2.83%
4
Buy
Sep 12, 2025
Danaher
1.29%
▲ 20.61%
1
Buy
Sep 11, 2025
Home Depot
2.96%
▼ 8.86%
9
Buy
Sep 10, 2025
Nvidia
3.55%
▼ 11.39%
8
Buy
Sep 04, 2025
Robinhood
▼ 6.95%
2
Close
Aug 30, 2025
Palo Alto Networks
2.62%
▲ 5.23%
4
Buy
Aug 26, 2025
Interactive Brokers
▲ 6.19%
3
Close
Aug 22, 2025
GE Vernova Inc.
1.72%
▲ 5.00%
1
Buy
Aug 21, 2025
Meta Platforms
5.32%
▼ 11.66%
7
Buy
Aug 20, 2025
Qualcomm
0.00%
2
Close
Aug 20, 2025
Applied Materials
▼ 11.48%
3
Sell
Aug 16, 2025
Tesla
1.2%
▼ 22.92%
4
Buy
Aug 14, 2025