SoFi Invest Account - New Portfolio

grant graham

SoFi Invest Account
Individual Investor
Ranked #376,383 out of 794,476 TipRanks' Investors
Success Rate
30%
36 out of 121
profitable transactions
Average Return
-4.58%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 9.42%
6-Month Return▼ 9.83%
12-Month Return▼ 39.19%
YTD Return▼ 13.46%
Total Return▼ 8.10%

Best Trade

Opened at
Closed at-
Gain▲ 522.03%

Bio

Performance

26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▲ 1.40%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 1.11%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 10.60%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 8.67%
Dec 2024
▲ 5.87%
▲ 2.69%
▼ 0.57%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.22%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 9.47%
Mar 2025
▼ 4.32%
▼ 4.06%
▼ 5.02%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%▲ 1.40%
▲ 10.00%▼ 0.89%▲ 1.11%
▲ 26.01%▲ 5.96%▲ 10.60%
▲ 5.33%▼ 2.41%▼ 8.67%
▲ 5.87%▲ 2.69%▼ 0.57%
▼ 12.86%▼ 1.27%▲ 1.22%
▼ 1.80%▼ 5.57%▼ 9.47%
▼ 4.32%▼ 4.06%▼ 5.02%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
JPMorgan Equity Premium Income ETF
0.41%
▼ 26.73%
12
Buy
Apr 04, 2025
First Horizon
0.05%
▼ 31.83%
4
Buy
Apr 02, 2025
Energy Select Sector SPDR Fund
0.29%
▼ 33.20%
3
Buy
Mar 27, 2025
W&T Offshore
1.49%
▼ 14.32%
5
Buy
Mar 25, 2025
Universe Pharmaceuticals
0.01%
▲ 212.26%
3
Buy
Mar 24, 2025
Edible Garden AG , Inc.
0.81%
▼ 31.50%
3
Buy
Mar 03, 2025
Mesabi Shs
0.11%
▲ 9.13%
6
Buy
Feb 21, 2025
Energy Transfer
1.75%
▼ 44.52%
2
Buy
Feb 20, 2025
Intel
1.98%
▼ 6.01%
5
Buy
Feb 11, 2025
Blaize Holdings
0.26%
▼ 35.77%
2
Buy
Feb 06, 2025
Tonix Pharma
▼ 19.48%
3
Close
Jan 31, 2025
VEON
13.8%
▲ 107.35%
3
Buy
Jan 30, 2025
Mind Medicine
10.34%
▲ 30.55%
5
Buy
Jan 30, 2025
aTyr Pharma
3.98%
▼ 24.44%
2
Buy
Jan 30, 2025
BioCryst
▲ 9.74%
2
Sell
Jan 29, 2025
AbbVie
▲ 4.11%
4
Close
Jan 24, 2025
Golden Ocean Group
7.86%
▼ 10.28%
5
Buy
Jan 23, 2025
Terns Pharmaceuticals
▼ 28.69%
2
Close
Jan 16, 2025
Super Micro Computer
▼ 22.57%
2
Close
Jan 14, 2025
Amazon
▲ 44.63%
4
Close
Jan 11, 2025