tiprankstipranks

SoFi Invest Account - New Portfolio

Shawn G

SoFi Invest Account
Individual Investor
Ranked #345,512 out of 859,299 TipRanks' Investors
Success Rate
54%
7 out of 13
profitable transactions
Average Return
49.37%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.01%
6-Month Return▲ 12.10%
12-Month Return▲ 58.54%
YTD Return▲ 7.77%
Total Return▲ 113.91%

Best Trade

Opened at
Closed at-
Gain▲ 405.81%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 5.50%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 4.61%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 4.08%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 4.39%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 4.55%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 3.54%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 3.09%
Mar 2026
▲ 12.62%
▲ 7.63%
▲ 10.26%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 5.50%
▲ 10.96%▲ 2.38%▲ 4.61%
▼ 3.68%▲ 0.19%▼ 4.08%
▼ 0.10%▲ 0.08%▲ 4.39%
▲ 4.06%▲ 1.47%▲ 4.55%
▼ 1.12%▼ 0.86%▼ 3.54%
▲ 0.60%▼ 4.94%▼ 3.09%
▲ 12.62%▲ 7.63%▲ 10.26%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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
18.93%
▲ 27.09%
1
Buy
Mar 10, 2023
Ardmore Shipping
12.22%
▼ 15.33%
1
Buy
Mar 03, 2023
Grayscale Ethereum Trust (ETH)
▼ 1.22%
2
Close
Mar 02, 2023
Vanguard FTSE Emerging Markets ETF
4.5%
▲ 43.61%
1
Buy
Mar 01, 2023
Vanguard Total Stock Market ETF
25.25%
▲ 72.61%
1
Buy
Mar 01, 2023
iShares Core Total USD Bond Market ETF
21.77%
▲ 3.20%
1
Buy
Mar 01, 2023
Grayscale Bitcoin
2.88%
▲ 405.81%
1
Buy
Feb 28, 2023
iShares Core MSCI EAFE ETF
13.3%
▲ 47.47%
1
Buy
Feb 28, 2023
SoFi
1.16%
▲ 173.15%
1
Buy
Feb 17, 2023