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Merrill Edge - New Portfolio

Merrill Edge
Individual Investor
Ranked #503,372 out of 857,926 TipRanks' Investors
Success Rate
37%
63 out of 171
profitable transactions
Average Return
-1.44%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 7.65%
6-Month Return▼ 6.25%
12-Month Return▲ 5.26%
YTD Return▼ 8.52%
Total Return▲ 30.29%

Best Trade

Opened at
Closed at
Gain▲ 81.64%

Bio

Performance

12.88%0-12.88%
▲ 2.76%
▲ 2.05%
▲ 0.67%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 0.55%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 2.52%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 2.08%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 2.09%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 1.65%
Jan 2026
▼ 1.02%
▼ 0.86%
▼ 2.55%
Feb 2026
▼ 1.76%
▼ 7.62%
▼ 7.65%
Mar 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 2.76%▲ 2.05%▲ 0.67%
▲ 12.88%▲ 3.56%▲ 0.55%
▲ 10.96%▲ 2.38%▲ 2.52%
▼ 3.68%▲ 0.19%▼ 2.08%
▼ 0.10%▲ 0.08%▲ 2.09%
▲ 4.06%▲ 1.47%▲ 1.65%
▼ 1.02%▼ 0.86%▼ 2.55%
▼ 1.76%▼ 7.62%▼ 7.65%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Boeing
2.63%
▼ 3.23%
7
Buy
Sep 19, 2025
Cisco Systems
3.1%
▲ 13.32%
4
Sell
Sep 19, 2025
Uber Technologies
▲ 10.25%
4
Close
Sep 18, 2025
Eaton
3.72%
▼ 22.54%
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
4.08%
▼ 18.71%
7
Buy
Sep 12, 2025
Honeywell International
3.45%
▲ 5.80%
4
Buy
Sep 12, 2025
Danaher
1.14%
▼ 5.62%
1
Buy
Sep 11, 2025
Home Depot
3%
▼ 10.91%
9
Buy
Sep 10, 2025
Nvidia
3.57%
▼ 15.18%
8
Buy
Sep 04, 2025
Robinhood
▼ 6.95%
2
Close
Aug 30, 2025
Palo Alto Networks
2.39%
▼ 14.87%
4
Buy
Aug 26, 2025
Interactive Brokers
▲ 6.19%
3
Close
Aug 22, 2025
GE Vernova Inc.
2.53%
▲ 36.57%
1
Buy
Aug 21, 2025
Meta Platforms
4.97%
▼ 19.08%
7
Buy
Aug 20, 2025
Qualcomm
0.00%
2
Close
Aug 20, 2025
Applied Materials
▼ 11.48%
3
Sell
Aug 16, 2025
Tesla
1.1%
▼ 30.81%
4
Buy
Aug 14, 2025