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SoFi Invest Account - New Portfolio
Shawn G
SoFi Invest AccountIndividual Investor
Ranked #297,258 out of 770,613 TipRanks' Investors
Success Rate
6 out of 13
profitable transactions
profitable transactions
Average Return
42.02%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 13.98%
6-Month Return▲ 26.79%
12-Month Return▲ 80.27%
YTD Return▲ 67.03%
Total Return▲ 49.98%
Best Trade
Bio
Performance
35.03%0-35.03%
▼ 12.40%
▼ 4.03%
▼ 6.09%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 8.03%
May 2024
▼ 2.25%
▲ 3.53%
▼ 6.28%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 6.38%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.75%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 9.52%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.17%
Oct 2024
▲ 35.03%
▲ 5.08%
▲ 14.50%
Nov 2024
▼ 12.40%▼ 4.03%▼ 6.09%
▲ 11.46%▲ 5.06%▲ 8.03%
▼ 2.25%▲ 3.53%▼ 6.28%
▲ 25.72%▲ 1.21%▲ 6.38%
▼ 4.22%▲ 2.34%▲ 2.75%
▲ 7.82%▲ 2.10%▲ 9.52%
▲ 5.70%▼ 0.89%▼ 0.17%
▲ 35.03%▲ 5.08%▲ 14.50%
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
13.71%
▼ 25.20%
1
Buy
Mar 10, 2023
Ardmore Shipping
11.21%
▼ 37.06%
1
Buy
Mar 03, 2023
Grayscale Ethereum Trust (ETH)
―
▼ 1.22%
2
Sell
Mar 02, 2023
Vanguard FTSE Emerging Markets ETF
4.27%
▲ 11.72%
1
Buy
Mar 01, 2023
Vanguard Total Stock Market ETF
26.86%
▲ 49.52%
1
Buy
Mar 01, 2023
iShares Core Total USD Bond Market ETF
26.23%
▲ 2.11%
1
Buy
Mar 01, 2023
Grayscale Bitcoin
4.39%
▲ 525.39%
1
Buy
Feb 28, 2023
iShares Core MSCI EAFE ETF
12.1%
▲ 10.41%
1
Buy
Feb 28, 2023
SoFi Technologies
1.22%
▲ 125.18%
1
Buy
Feb 17, 2023