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SoFi Invest Account - New Portfolio

PerformancePortfolio Details

grant graham

SoFi Invest Account
Individual Investor
Ranked #440,441 out of 781,066 TipRanks' Investors
Success Rate
40%
41 out of 103
profitable transactions
Average Return
4.32%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.09%
6-Month Return▼ 10.88%
12-Month Return▼ 13.23%
YTD Return▼ 0.06%
Total Return▲ 6.98%

Best Trade

AssetVEON (VEON)
Opened at
Closed at-
Gain▲ 308.89%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 16.82%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 2.43%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 12.73%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.40%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 1.06%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 10.60%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 7.90%
Dec 2024
▲ 9.79%
▲ 0.95%
▼ 0.06%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 16.82%
▲ 8.13%▲ 1.21%▲ 2.43%
▼ 13.14%▲ 2.34%▼ 12.73%
▲ 2.93%▲ 2.10%▲ 1.40%
▲ 10.00%▼ 0.89%▲ 1.06%
▲ 26.04%▲ 5.96%▲ 10.60%
▲ 5.93%▼ 2.41%▼ 7.90%
▲ 9.79%▲ 0.95%▼ 0.06%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
TERN
Terns Pharmaceuticals
―
▼ 28.69%
2
Close
Jan 16, 2025
BZAI
Blaize Holdings
0.51%
▼ 5.26%
1
Buy
Jan 16, 2025
SMCI
Super Micro Computer
―
▼ 22.57%
2
Close
Jan 14, 2025
EDBL
Edible Garden AG , Inc.
2.17%
▲ 15.70%
1
Buy
Jan 14, 2025
ABBV
AbbVie
5.85%
▲ 3.81%
3
Buy
Jan 13, 2025
AMZN
Amazon
―
▲ 44.63%
4
Close
Jan 11, 2025
OUST
Ouster
―
▲ 67.53%
3
Close
Jan 11, 2025
GOGL
Golden Ocean Group
6.33%
▼ 8.26%
4
Buy
Jan 10, 2025
WVE
Wave Life Sciences
3.41%
▼ 6.07%
1
Buy
Jan 10, 2025
OTLY
Oatly Group
―
▼ 28.39%
3
Close
Jan 09, 2025
WTI
W&T Offshore
―
▼ 16.31%
3
Sell
Jan 09, 2025
TNYA
Tenaya Therapeutics
―
▼ 14.06%
4
Close
Jan 09, 2025
XTIA
XTI Aerospace
―
▼ 0.87%
2
Close
Jan 08, 2025
GFL
GFL Environmental
10.4%
▼ 10.71%
1
Buy
Jan 08, 2025
ELEV
Elevation Oncology
1.32%
▼ 3.92%
1
Buy
Jan 06, 2025
JEPI
JPMorgan Equity Premium Income ETF
0.41%
▼ 20.28%
9
Buy
Jan 03, 2025
FHN
First Horizon
0.06%
▲ 22.74%
3
Sell
Jan 03, 2025
ELBM
Electra Battery Materials Corp
1.23%
▼ 11.83%
3
Buy
Jan 03, 2025
AEMD
Aethlon Medical
―
▲ 41.59%
2
Close
Jan 03, 2025
ELBM
Electra Battery Materials Corp
―
▲ 125.78%
2
Close
Jan 03, 2025