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SoFi Invest Account - New Portfolio

grant graham

SoFi Invest Account
Individual Investor
Ranked #496,252 out of 824,088 TipRanks' Investors
Success Rate
42%
78 out of 188
profitable transactions
Average Return
11.09%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.58%
6-Month Return▲ 49.08%
12-Month Return▲ 28.67%
YTD Return▲ 28.88%
Total Return▲ 38.01%

Best Trade

Opened at
Closed at
Gain▲ 636.50%

Bio

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 9.47%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 2.66%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 6.03%
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
▲ 4.43%
▼ 0.27%
▲ 4.46%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 9.47%
▲ 0.80%▼ 0.87%▲ 2.66%
▲ 11.63%▲ 6.28%▲ 6.03%
▲ 9.25%▲ 5.14%▲ 5.20%
▲ 7.60%▲ 2.30%▲ 7.32%
▲ 2.76%▲ 2.05%▲ 0.80%
▲ 12.88%▲ 3.56%▲ 8.91%
▲ 4.43%▼ 0.27%▲ 4.46%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
YieldMax Ultra Option Income Strategy ETF
0.99%
▼ 3.01%
3
Buy
Oct 17, 2025
Adaptimmune Therapeutics
▲ 45.55%
5
Close
Oct 10, 2025
AtlasClear Holdings
1.62%
▼ 10.17%
5
Buy
Oct 09, 2025
JPMorgan Equity Premium Income ETF
0.57%
▼ 28.55%
19
Buy
Oct 03, 2025
First Horizon
0.03%
▼ 48.15%
6
Buy
Oct 02, 2025
Virgin Galactic Holdings
1.96%
▲ 1.49%
1
Buy
Oct 02, 2025
ProShares Ultra Top QQQ
0.1%
▼ 0.84%
2
Buy
Oct 01, 2025
Mind Medicine
12.26%
▲ 221.07%
6
Sell
Sep 29, 2025
ARK Venture Fund
2.36%
▲ 10.10%
2
Buy
Sep 29, 2025
Kyivstar Group
1.27%
▲ 6.57%
3
Buy
Sep 29, 2025
BigBearai Holdings
1.65%
▲ 14.42%
1
Buy
Sep 29, 2025
Rigetti Computing
6.87%
▲ 196.93%
2
Sell
Sep 24, 2025
SNDL
4.32%
▼ 3.02%
5
Buy
Sep 22, 2025
Navitas Semiconductor
10.18%
▲ 100.30%
2
Buy
Sep 22, 2025
Veritone
1.16%
▲ 11.91%
1
Buy
Sep 22, 2025
Adamas Trust
2.68%
▼ 3.44%
1
Buy
Aug 25, 2025
Mesabi Shs
0.08%
▲ 12.16%
8
Buy
Aug 21, 2025
Golden Ocean Group
▲ 10.65%
8
Close
Aug 21, 2025
VEON
5.68%
▲ 152.81%
4
Sell
Aug 21, 2025
Energy Transfer
0.96%
▼ 24.26%
4
Buy
Aug 20, 2025