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SoFi Invest Account - New Portfolio
Shawn G
SoFi Invest AccountIndividual Investor
Ranked #327,817 out of 757,492 TipRanks' Investors
Success Rate
6 out of 13
profitable transactions
profitable transactions
Average Return
20.34%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 10.89%
6-Month Return▲ 16.21%
12-Month Return▲ 65.26%
YTD Return▲ 47.73%
Total Return▲ 32.64%
Best Trade
Bio
Performance
25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 18.54%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.85%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 6.09%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 8.03%
May 2024
▼ 2.25%
▲ 3.53%
▼ 6.28%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 6.38%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.75%
Aug 2024
▲ 5.59%
▲ 1.30%
▲ 10.71%
Sep 2024
▲ 14.08%▲ 5.22%▲ 18.54%
▲ 5.05%▲ 3.27%▲ 1.85%
▼ 12.40%▼ 4.03%▼ 6.09%
▲ 11.46%▲ 5.06%▲ 8.03%
▼ 2.25%▲ 3.53%▼ 6.28%
▲ 25.76%▲ 1.21%▲ 6.38%
▼ 4.21%▲ 2.34%▲ 2.75%
▲ 5.59%▲ 1.30%▲ 10.71%
Recent Activity
Bed Bath & Beyond
―
▼ 93.28%
2
Close
Oct 02, 2023
Kontoor Brands
―
▼ 3.93%
2
Close
Mar 12, 2023
Blink Charging Co
―
▼ 8.68%
4
Sell
Mar 12, 2023
Intuitive Machines
9.01%
▼ 50.61%
1
Buy
Mar 10, 2023
Ardmore Shipping
17.22%
▼ 1.70%
1
Buy
Mar 03, 2023
Grayscale Ethereum Trust (ETH)
―
▼ 1.22%
2
Sell
Mar 02, 2023
Vanguard FTSE Emerging Markets ETF
4.33%
▲ 12.36%
1
Buy
Mar 01, 2023
Vanguard Total Stock Market ETF
25.53%
▲ 41.02%
1
Buy
Mar 01, 2023
iShares Core Total USD Bond Market ETF
27.23%
▲ 5.02%
1
Buy
Mar 01, 2023
Grayscale Bitcoin
3.07%
▲ 336.57%
1
Buy
Feb 28, 2023
iShares Core MSCI EAFE ETF
12.98%
▲ 18.46%
1
Buy
Feb 28, 2023
SoFi Technologies
0.64%
▲ 19.06%
1
Buy
Feb 17, 2023