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Merrill Edge - New Portfolio

Merrill Edge
Individual Investor
Ranked #376,763 out of 788,370 TipRanks' Investors
Success Rate
47%
31 out of 66
profitable transactions
Average Return
10.27%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.98%
6-Month Return▲ 23.23%
12-Month Return-
YTD Return▲ 5.47%
Total Return▲ 33.32%

Best Trade

Opened at
Closed at-
Gain▲ 91.34%

Bio

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 13.04%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.93%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 1.44%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 9.08%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 3.69%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 8.60%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 2.88%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%▲ 13.04%
▲ 2.93%▲ 2.10%▲ 4.93%
▲ 9.99%▼ 0.89%▲ 1.44%
▲ 26.03%▲ 5.96%▲ 9.08%
▲ 5.97%▼ 2.41%▼ 3.69%
▲ 5.25%▲ 2.69%▲ 8.60%
▼ 9.08%▲ 1.42%▼ 2.88%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Berkshire Hathaway B
▲ 63.24%
6
Close
Feb 22, 2025
Dover
2.37%
▼ 0.99%
2
Buy
Feb 21, 2025
Constellation Brands
▼ 4.64%
4
Sell
Feb 19, 2025
BlackRock
4.03%
▼ 2.98%
5
Buy
Feb 19, 2025
CrowdStrike Holdings
3.85%
▲ 22.20%
2
Sell
Feb 19, 2025
Honeywell International
1.88%
▲ 0.79%
2
Buy
Feb 19, 2025
Broadcom
4.2%
▲ 2.53%
4
Buy
Feb 18, 2025
Costco
6.12%
▲ 22.57%
3
Sell
Feb 18, 2025
Microsoft
7.24%
▲ 74.32%
6
Sell
Feb 18, 2025
Walt Disney
3.21%
▲ 1.04%
5
Buy
Feb 11, 2025
Goldman Sachs Group
4.62%
▲ 3.87%
3
Buy
Feb 11, 2025
NEXTracker, Inc. Class A
0.55%
▲ 1.15%
1
Buy
Feb 11, 2025
Eaton
3.08%
▼ 5.41%
5
Buy
Feb 10, 2025
Wells Fargo
2.75%
▲ 14.89%
5
Buy
Feb 10, 2025
Bristol-Myers Squibb
2.97%
▼ 2.80%
6
Buy
Feb 10, 2025
Texas Roadhouse
2%
▼ 6.32%
2
Buy
Feb 07, 2025
Uber Technologies
▲ 3.39%
2
Sell
Feb 06, 2025
TJX Companies
1.43%
▼ 2.75%
1
Buy
Feb 05, 2025
Starbucks
1.32%
▲ 12.35%
5
Buy
Feb 04, 2025
Nvidia
2.78%
▲ 54.44%
2
Sell
Jan 30, 2025