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MERRILL EDGE - New Portfolio
stevee d
MERRILL EDGEIndividual Investor
Ranked #266,347 out of 849,026 TipRanks' Investors
Success Rate
45 out of 64
profitable transactions
profitable transactions
Average Return
0.68%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.67%
6-Month Return-
12-Month Return-
YTD Return▲ 0.67%
Total Return▲ 0.67%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 9.25%
▲ 5.14%
―
Jun 2025
▲ 7.60%
▲ 2.30%
―
Jul 2025
▲ 2.76%
▲ 2.05%
―
Aug 2025
▲ 12.88%
▲ 3.56%
―
Sep 2025
▲ 10.96%
▲ 2.38%
―
Oct 2025
▼ 3.58%
▲ 0.19%
―
Nov 2025
▼ 0.10%
▲ 0.08%
―
Dec 2025
▲ 2.78%
▲ 1.51%
▲ 0.67%
Jan 2026
▲ 9.25%▲ 5.14%―
▲ 7.60%▲ 2.30%―
▲ 2.76%▲ 2.05%―
▲ 12.88%▲ 3.56%―
▲ 10.96%▲ 2.38%―
▼ 3.58%▲ 0.19%―
▼ 0.10%▲ 0.08%―
▲ 2.78%▲ 1.51%▲ 0.67%
Recent Activity
Dollar General
―
▲ 5.37%
3
Buy
Jan 15, 2026
GE Aerospace
2.87%
▼ 0.24%
4
Buy
Jan 15, 2026
TJX Companies
1.2%
▼ 1.32%
3
Sell
Jan 15, 2026
Sunoco
2.4%
▲ 1.26%
6
Buy
Jan 15, 2026
Enterprise Products Partners
0.71%
▲ 1.53%
4
Buy
Jan 15, 2026
Amphenol
1.58%
▲ 8.26%
4
Buy
Jan 13, 2026
RTX
1.28%
▲ 4.27%
3
Buy
Jan 13, 2026
Salesforce
1.4%
▼ 7.88%
3
Buy
Jan 13, 2026
Visa
2.1%
▼ 4.45%
4
Buy
Jan 13, 2026
iShares Core Dividend Growth ETF
6.28%
▲ 1.26%
2
Sell
Jan 12, 2026
iShares Core MSCI EAFE ETF
1.43%
▲ 1.27%
2
Sell
Jan 12, 2026
Schwab US Dividend Equity ETF
0.71%
▲ 2.15%
3
Sell
Jan 12, 2026
BioCryst
0.28%
▼ 5.91%
1
Open
Jan 08, 2026
Conocophillips
2.66%
▲ 0.21%
1
Open
Jan 08, 2026
Eli Lilly & Co
1.06%
▼ 4.81%
1
Open
Jan 08, 2026
International Business Machines
0.76%
▼ 1.58%
1
Open
Jan 08, 2026
Invesco NASDAQ 100 ETF
0.98%
▲ 0.22%
1
Open
Jan 08, 2026
Mastercard
1.04%
▼ 6.31%
1
Open
Jan 08, 2026
Rio Tinto
0.61%
▲ 2.57%
1
Open
Jan 08, 2026
Vanguard S&P 500 ETF
1.14%
▲ 0.40%
1
Open
Jan 08, 2026