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SoFi Invest Account - New Portfolio

PerformancePortfolio Details

grant graham

SoFi Invest Account
Individual Investor
Ranked #440,273 out of 788,370 TipRanks' Investors
Success Rate
43%
49 out of 114
profitable transactions
Average Return
3.43%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.92%
6-Month Return▲ 12.92%
12-Month Return▼ 15.03%
YTD Return▲ 7.20%
Total Return▲ 15.24%

Best Trade

AssetVEON (VEON)
Opened at
Closed at-
Gain▲ 304.18%

Bio

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 2.43%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 12.72%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.40%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 1.11%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 10.60%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 7.55%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 1.12%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 6.02%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 2.43%
▼ 13.14%▲ 2.34%▼ 12.72%
▲ 2.93%▲ 2.10%▲ 1.40%
▲ 9.99%▼ 0.89%▲ 1.11%
▲ 26.03%▲ 5.96%▲ 10.60%
▲ 5.97%▼ 2.41%▼ 7.55%
▲ 5.25%▲ 2.69%▲ 1.12%
▼ 9.08%▲ 1.42%▲ 6.02%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
MSB
Mesabi Shs
0.1%
▲ 29.48%
6
Buy
Feb 21, 2025
ET
Energy Transfer
1.6%
▼ 39.32%
2
Buy
Feb 20, 2025
INTC
Intel
1.83%
▲ 4.21%
5
Buy
Feb 11, 2025
JEPI
JPMorgan Equity Premium Income ETF
0.37%
▼ 25.10%
10
Buy
Feb 06, 2025
BZAI
Blaize Holdings
0.44%
▲ 28.78%
2
Buy
Feb 06, 2025
TNXP
Tonix Pharma
―
▼ 19.48%
3
Close
Jan 31, 2025
VEON
VEON
12.3%
▲ 121.32%
3
Buy
Jan 30, 2025
MNMD
Mind Medicine
11.87%
▲ 79.47%
5
Buy
Jan 30, 2025
ATYR
aTyr Pharma
5.14%
▲ 17.00%
2
Buy
Jan 30, 2025
BCRX
BioCryst
―
▲ 9.74%
2
Sell
Jan 29, 2025
ABBV
AbbVie
―
▲ 4.11%
4
Close
Jan 24, 2025
GOGL
Golden Ocean Group
7.66%
▲ 1.37%
5
Buy
Jan 23, 2025
WTI
W&T Offshore
1.68%
▼ 10.28%
4
Buy
Jan 22, 2025
TERN
Terns Pharmaceuticals
―
▼ 28.69%
2
Close
Jan 16, 2025
SMCI
Super Micro Computer
―
▼ 22.57%
2
Close
Jan 14, 2025
EDBL
Edible Garden AG , Inc.
1.47%
▼ 9.92%
1
Buy
Jan 14, 2025
AMZN
Amazon
―
▲ 44.63%
4
Close
Jan 11, 2025
OUST
Ouster
―
▲ 67.53%
3
Close
Jan 11, 2025
WVE
Wave Life Sciences
3.01%
▼ 4.87%
1
Buy
Jan 10, 2025
OTLY
Oatly Group
―
▼ 28.39%
3
Close
Jan 09, 2025