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MERRILL EDGE
- New Portfolio
Performance
Portfolio Details
stevee d
MERRILL EDGE
Individual Investor
Ranked #535,878 out of 858,800 TipRanks' Investors
Success Rate
40%
176 out of 446
profitable transactions
Average Return
-1.90%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▼ 2.48%
6-Month Return
-
12-Month Return
-
YTD Return
▼ 1.91%
Total Return
▼ 1.91%
Best Trade
Asset
Conocophillips (COP)
Opened at
Jan 16, 2026
Closed at
-
Gain
▲ 26.73%
Bio
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
12.88%
0
-12.88%
▲ 12.88%
▲ 3.56%
―
Sep 2025
▲ 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
▼ 1.12%
▼ 0.86%
▲ 2.46%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 4.98%
Mar 2026
▲ 4.98%
▲ 4.55%
▲ 0.83%
Apr 2026
TipRanks Average
S&P 500
Investor Portfolio
▲ 12.88%
▲ 3.56%
―
▲ 10.96%
▲ 2.38%
―
▼ 3.68%
▲ 0.19%
―
▼ 0.10%
▲ 0.08%
―
▲ 4.06%
▲ 1.47%
▼ 0.08%
▼ 1.12%
▼ 0.86%
▲ 2.46%
▲ 0.60%
▼ 4.94%
▼ 4.98%
▲ 4.98%
▲ 4.55%
▲ 0.83%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
COP
Conocophillips
7.01%
▲ 4.94%
18
Buy
Apr 09, 2026
WMB
Williams Co
4.45%
▲ 3.03%
20
Buy
Apr 09, 2026
SUN
Sunoco
17.39%
▲ 7.07%
41
Buy
Apr 09, 2026
EPD
Enterprise Products Partners
7.35%
▲ 3.51%
33
Buy
Apr 09, 2026
DLR
Digital Realty
11.07%
▲ 5.28%
21
Buy
Apr 09, 2026
VNOM
Viper Energy
―
▼ 4.39%
13
Close
Apr 09, 2026
EMBJ
Embraer
2.14%
▲ 4.96%
4
Buy
Apr 09, 2026
IBM
International Business Machines
―
▼ 5.92%
39
Close
Apr 08, 2026
WMT
Walmart
4.1%
▲ 4.32%
20
Sell
Apr 08, 2026
V
Visa
―
▼ 5.37%
34
Close
Apr 07, 2026
MSFT
Microsoft
―
▼ 4.94%
14
Close
Apr 01, 2026
CVX
Chevron
―
▼ 4.72%
5
Close
Apr 01, 2026
VUG
Vanguard Growth ETF
4.38%
▲ 0.86%
12
Buy
Mar 31, 2026
KTOS
Kratos Defense
―
▼ 16.43%
13
Close
Mar 31, 2026
GE
GE Aerospace
―
▼ 13.93%
26
Close
Mar 30, 2026
DGRO
iShares Core Dividend Growth ETF
5.65%
▲ 1.20%
10
Sell
Mar 30, 2026
MA
Mastercard
―
▼ 7.92%
16
Close
Mar 30, 2026
RKLB
Rocket Lab USA
―
▼ 9.40%
3
Close
Mar 30, 2026
IEFA
iShares Core MSCI EAFE ETF
0.72%
▼ 4.38%
21
Buy
Mar 27, 2026
RTX
RTX
―
▼ 3.40%
18
Close
Mar 26, 2026
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