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Merrill Edge - New Portfolio

Merrill Edge
Individual Investor
Ranked #394,751 out of 799,733 TipRanks' Investors
Success Rate
48%
51 out of 107
profitable transactions
Average Return
6.00%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 15.43%
6-Month Return▲ 2.17%
12-Month Return-
YTD Return▲ 3.80%
Total Return▲ 30.30%

Best Trade

Opened at
Closed at-
Gain▲ 93.99%

Bio

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▲ 1.70%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 9.29%
Nov 2024
▲ 5.41%
▼ 2.41%
▼ 4.78%
Dec 2024
▲ 6.02%
▲ 2.69%
▲ 8.47%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.15%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.54%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 2.23%
Apr 2025
▲ 14.92%
▲ 7.15%
▲ 8.17%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▲ 1.70%
▲ 25.97%▲ 5.96%▲ 9.29%
▲ 5.41%▼ 2.41%▼ 4.78%
▲ 6.02%▲ 2.69%▲ 8.47%
▼ 12.86%▼ 1.27%▼ 2.15%
▼ 1.80%▼ 5.57%▼ 7.54%
▲ 1.76%▼ 0.87%▼ 2.23%
▲ 14.92%▲ 7.15%▲ 8.17%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
CrowdStrike Holdings
5.9%
▲ 18.17%
3
Buy
May 14, 2025
Texas Roadhouse
3.24%
▲ 8.95%
5
Sell
May 14, 2025
TKO Group Holdings
0.55%
▼ 0.32%
1
Buy
May 14, 2025
SharkNinja, Inc.
2.05%
0.00%
1
Buy
May 12, 2025
Amazon
12.42%
▲ 20.91%
3
Buy
May 03, 2025
Bristol-Myers Squibb
▲ 1.98%
10
Sell
May 02, 2025
JPMorgan Chase
3.59%
▲ 8.35%
1
Buy
May 02, 2025
Starbucks
1.72%
▼ 14.92%
9
Buy
Apr 30, 2025
TJX Companies
4.47%
▲ 7.23%
3
Buy
Apr 24, 2025
Nvidia
▲ 20.04%
3
Close
Apr 17, 2025
Meta Platforms
▼ 10.74%
4
Close
Apr 17, 2025
Berkshire Hathaway B
20.71%
▲ 72.61%
23
Buy
Apr 07, 2025
Eaton
▼ 20.72%
7
Sell
Apr 05, 2025
Walt Disney
▼ 21.32%
8
Close
Apr 05, 2025
BlackRock
▼ 18.07%
6
Close
Apr 05, 2025
DuPont de Nemours
▼ 21.39%
2
Close
Apr 05, 2025
Broadcom
▼ 27.78%
5
Close
Apr 04, 2025
Goldman Sachs Group
▼ 12.93%
6
Close
Apr 04, 2025
Salesforce
▼ 21.54%
2
Close
Apr 04, 2025
Apple
4.25%
▲ 40.83%
3
Sell
Apr 04, 2025