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SoFi Invest Account - New Portfolio

grant graham

SoFi Invest Account
Individual Investor
Ranked #505,961 out of 831,094 TipRanks' Investors
Success Rate
41%
77 out of 189
profitable transactions
Average Return
10.42%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.15%
6-Month Return▲ 27.83%
12-Month Return▲ 25.18%
YTD Return▲ 31.68%
Total Return▲ 40.93%

Best Trade

Opened at
Closed at
Gain▲ 636.50%

Bio

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 6.04%
May 2025
▲ 9.25%
▲ 5.14%
▲ 5.20%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 7.32%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 0.80%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 8.91%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 11.13%
Oct 2025
▼ 3.44%
▲ 0.19%
▼ 3.02%
Nov 2025
▲ 0.26%
▲ 0.07%
▼ 1.28%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 6.04%
▲ 9.25%▲ 5.14%▲ 5.20%
▲ 7.60%▲ 2.30%▲ 7.32%
▲ 2.76%▲ 2.05%▲ 0.80%
▲ 12.88%▲ 3.56%▲ 8.91%
▲ 10.96%▲ 2.38%▲ 11.13%
▼ 3.44%▲ 0.19%▼ 3.02%
▲ 0.26%▲ 0.07%▼ 1.28%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Novagold Resources New
1.54%
▲ 63.05%
2
Sell
Oct 27, 2025
Ventyx Biosciences
8.84%
▲ 202.53%
4
Sell
Oct 23, 2025
YieldMax Ultra Option Income Strategy ETF
▼ 1.82%
4
Close
Oct 22, 2025
Adaptimmune Therapeutics
▲ 45.55%
5
Close
Oct 10, 2025
AtlasClear Holdings
1.75%
▼ 20.32%
5
Buy
Oct 09, 2025
JPMorgan Equity Premium Income ETF
0.7%
▼ 28.00%
19
Buy
Oct 03, 2025
First Horizon
0.04%
▼ 41.91%
6
Buy
Oct 02, 2025
Virgin Galactic Holdings
2.55%
▲ 8.21%
1
Buy
Oct 02, 2025
ProShares Ultra Top QQQ
0.14%
▲ 2.80%
2
Buy
Oct 01, 2025
Mind Medicine
13.05%
▲ 180.85%
6
Sell
Sep 29, 2025
ARK Venture Fund
2.75%
▲ 5.44%
2
Buy
Sep 29, 2025
Kyivstar Group
1.54%
▲ 6.53%
3
Buy
Sep 29, 2025
BigBearai Holdings
1.65%
▼ 5.94%
1
Buy
Sep 29, 2025
Rigetti Computing
4.7%
▲ 66.71%
2
Sell
Sep 24, 2025
SNDL
3.92%
▼ 8.96%
5
Buy
Sep 22, 2025
Navitas Semiconductor
7.34%
▲ 18.73%
2
Buy
Sep 22, 2025
Veritone
1.23%
▼ 2.24%
1
Buy
Sep 22, 2025
Adamas Trust
3.6%
▲ 6.81%
1
Buy
Aug 25, 2025
Mesabi Shs
0.1%
▲ 16.11%
8
Buy
Aug 21, 2025
Golden Ocean Group
▲ 10.65%
8
Close
Aug 21, 2025