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MERRILL EDGE - New Portfolio

PerformancePortfolio Details

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MERRILL EDGE
Individual Investor
Ranked #562,939 out of 861,009 TipRanks' Investors
Success Rate
43%
237 out of 557
profitable transactions
Average Return
-0.86%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.84%
6-Month Return-
12-Month Return-
YTD Return▲ 0.15%
Total Return▲ 0.15%

Best Trade

AssetConocophillips (COP)
Opened at
Closed at-
Gain▲ 26.44%

Bio

Performance

16.06%0-16.06%
▲ 10.96%
▲ 2.38%
―
Oct 2025
▼ 3.68%
▲ 0.19%
―
Nov 2025
▼ 0.10%
▲ 0.08%
―
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 0.08%
Jan 2026
▼ 1.33%
▼ 0.86%
▲ 2.45%
Feb 2026
▲ 0.52%
▼ 4.94%
▼ 5.12%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 4.13%
Apr 2026
▲ 1.37%
▲ 0.28%
▼ 0.98%
May 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 10.96%▲ 2.38%―
▼ 3.68%▲ 0.19%―
▼ 0.10%▲ 0.08%―
▲ 4.06%▲ 1.47%▼ 0.08%
▼ 1.33%▼ 0.86%▲ 2.45%
▲ 0.52%▼ 4.94%▼ 5.12%
▲ 16.06%▲ 10.51%▲ 4.13%
▲ 1.37%▲ 0.28%▼ 0.98%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
PVAL
Putnam Focused Large Cap Value ETF
0.61%
▲ 2.61%
5
Buy
May 03, 2026
FIMKX
Fidelity Advisor Emerging Markets Fund: Class I
1.78%
▲ 3.50%
6
Buy
May 03, 2026
UBVSX
Undiscovered Managers Behavioral Value Fund I Class
0.48%
▲ 0.07%
7
Buy
May 03, 2026
SEEGX
JPMorgan Large Cap Growth Fund I Class
1.04%
▲ 1.03%
5
Buy
May 03, 2026
COP
Conocophillips
10.46%
▲ 3.29%
30
Buy
May 01, 2026
DGRO
iShares Core Dividend Growth ETF
7.84%
▲ 1.32%
20
Buy
May 01, 2026
IEFA
iShares Core MSCI EAFE ETF
0.76%
▼ 3.78%
24
Sell
May 01, 2026
VOO
Vanguard S&P 500 ETF
0.09%
▼ 3.94%
4
Open
May 01, 2026
VUG
Vanguard Growth ETF
4.25%
▲ 9.73%
14
Buy
May 01, 2026
VTV
Vanguard Value ETF
12.78%
▲ 1.85%
15
Buy
May 01, 2026
SUN
Sunoco
23.3%
▲ 9.78%
53
Buy
May 01, 2026
HILIX
The Hartford International Value Fund Class I
0.78%
▲ 1.81%
5
Sell
May 01, 2026
JVLIX
John Hancock Fds III Disciplined Value Fund Class I
1.42%
▲ 1.86%
5
Sell
May 01, 2026
OGGFX
JPMorgan Small Cap Growth Fund I Class
0.48%
▲ 7.97%
3
Sell
May 01, 2026
MIMIX
MFS Municipal Income Fund Cl I
0.26%
▼ 0.41%
4
Sell
May 01, 2026
PAMYX
Putnam AMT Free Insured Municipal Y Shs
0.26%
▼ 0.30%
5
Sell
May 01, 2026
DLR
Digital Realty
18.12%
▲ 8.37%
33
Buy
May 01, 2026
TPL
Texas Pacific Land
0.06%
0.00%
1
Open
May 01, 2026
JEPQ
J.P. Morgan Nasdaq Equity Premium Income ETF
0.83%
▲ 0.50%
2
Buy
Apr 30, 2026
GSMIX
Goldman Sachs Municipal Income Fund A Shares (Goldman Sachs Trust)
0.5%
▼ 0.38%
5
Sell
Apr 29, 2026