TipRanks

MERRILL EDGE - New Portfolio

PerformancePortfolio Details

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MERRILL EDGE
Individual Investor
Ranked #567,580 out of 882,534 TipRanks' Investors
Success Rate
45%
566 out of 1267
profitable transactions
Average Return
-0.05%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.66%
6-Month Return▲ 3.98%
12-Month Return-
YTD Return▲ 3.93%
Total Return▲ 3.93%

Best Trade

AssetSunoco (SUN)
Opened at
Closed at
Gain▲ 38.03%

Bio

Performance

16.06%0-16.06%
▼ 0.82%
▼ 4.94%
▼ 5.11%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 4.13%
Apr 2026
▲ 15.50%
▲ 5.26%
▼ 2.48%
May 2026
▼ 5.57%
▼ 1.03%
▼ 0.18%
Jun 2026
▼ 4.52%
▲ 0.03%
▲ 5.13%
Jul 2026
▲ 11.68%
▲ 2.68%
▲ 2.15%
Aug 2026
▲ 3.10%
▼ 0.33%
▼ 2.57%
Sep 2026
▼ 4.04%
▼ 0.91%
▲ 1.11%
Oct 2026
TipRanks AverageS&P 500Investor Portfolio
▼ 0.82%▼ 4.94%▼ 5.11%
▲ 16.06%▲ 10.51%▲ 4.13%
▲ 15.50%▲ 5.26%▼ 2.48%
▼ 5.57%▼ 1.03%▼ 0.18%
▼ 4.52%▲ 0.03%▲ 5.13%
▲ 11.68%▲ 2.68%▲ 2.15%
▲ 3.10%▼ 0.33%▼ 2.57%
▼ 4.04%▼ 0.91%▲ 1.11%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
DGRO
iShares Core Dividend Growth ETF
5.53%
▲ 7.20%
43
Buy
Oct 30, 2026
VUG
Vanguard Growth ETF
8.19%
▼ 0.30%
77
Sell
Oct 30, 2026
VTV
Vanguard Value ETF
24.05%
▲ 6.33%
96
Buy
Oct 30, 2026
PVAL
Putnam Focused Large Cap Value ETF
2.61%
▲ 5.22%
54
Buy
Oct 29, 2026
IEFA
iShares Core MSCI EAFE ETF
1.21%
▼ 1.57%
68
Sell
Oct 23, 2026
SUB
iShares Short-Term National Muni Bond ETF
0.21%
▲ 0.57%
10
Buy
Oct 22, 2026
SPCX
SpaceX
―
▲ 2.35%
27
Close
Oct 22, 2026
COP
Conocophillips
―
▼ 2.38%
60
Close
Oct 21, 2026
SUN
Sunoco
―
▲ 10.70%
106
Close
Oct 19, 2026
FIMKX
Fidelity Advisor Emerging Markets Fund: Class I
3.03%
▼ 7.34%
38
Buy
Oct 19, 2026
HILIX
The Hartford International Value Fund Class I
1.39%
▲ 0.54%
41
Buy
Oct 19, 2026
JVLIX
John Hancock Fds III Disciplined Value Fund Class I
2.55%
▲ 2.48%
45
Buy
Oct 19, 2026
OGGFX
JPMorgan Small Cap Growth Fund I Class
0.87%
▼ 4.49%
30
Buy
Oct 19, 2026
MIMIX
MFS Municipal Income Fund Cl I
0.49%
▼ 2.25%
29
Buy
Oct 19, 2026
PAMYX
Putnam AMT Free Insured Municipal Y Shs
0.49%
▼ 1.46%
32
Buy
Oct 19, 2026
SEEGX
JPMorgan Large Cap Growth Fund I Class
1.75%
▲ 0.27%
40
Buy
Oct 19, 2026
FCPIX
Fidelity Advisor International Capital Appreciation Fund: Class I
1.29%
▼ 8.21%
19
Buy
Oct 19, 2026
NEM
Newmont Mining
―
▼ 2.04%
28
Close
Oct 13, 2026
UBVSX
Undiscovered Managers Behavioral Value Fund I Class
0.88%
▲ 2.57%
30
Buy
Oct 02, 2026
TRMB
Trimble
―
▼ 0.39%
12
Close
Sep 30, 2026