tiprankstipranks

SoFi Invest Account - New Portfolio

5BB7F578

SoFi Invest Account
Individual Investor
Ranked #624,267 out of 858,889 TipRanks' Investors
Success Rate
50%
18 out of 36
profitable transactions
Average Return
-6.27%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.86%
6-Month Return▼ 22.43%
12-Month Return▲ 3.16%
YTD Return▼ 11.16%
Total Return▲ 10.02%

Best Trade

Opened at
Closed at-
Gain▲ 53.50%

Bio

Performance

14.31%0-14.31%
▲ 12.88%
▲ 3.56%
▼ 2.46%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 2.17%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 14.31%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 4.22%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.83%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 5.24%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 12.44%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 3.12%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▼ 2.46%
▲ 10.96%▲ 2.38%▼ 2.17%
▼ 3.68%▲ 0.19%▼ 14.31%
▼ 0.10%▲ 0.08%▲ 4.22%
▲ 4.06%▲ 1.47%▲ 3.83%
▼ 1.12%▼ 0.86%▼ 5.24%
▲ 0.60%▼ 4.94%▼ 12.44%
▲ 4.89%▲ 4.48%▲ 3.12%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Toast Inc
▲ 3.30%
9
Sell
Jun 13, 2024
Advanced Micro Devices
▼ 10.32%
6
Close
Jun 13, 2024
T Mobile US
9.54%
▲ 14.04%
2
Buy
Jun 13, 2024
Repay Holdings
2.18%
▼ 71.31%
2
Buy
Jun 12, 2024
IShares Bitcoin Trust Registered
13.67%
▲ 5.13%
3
Buy
Jun 12, 2024
Nvidia
15.95%
▲ 53.50%
1
Buy
Jun 12, 2024
Energy Transfer
▼ 0.52%
2
Close
Jun 07, 2024
Bank of America
▲ 0.63%
2
Close
Jun 07, 2024
Snowflake
▼ 6.10%
2
Close
Jun 01, 2024
Kroger Company
▼ 0.41%
2
Close
May 29, 2024
Devon Energy
▼ 0.02%
2
Close
May 29, 2024
AbbVie
▼ 0.14%
2
Close
May 29, 2024
iShares Russell 2000 ETF
▲ 0.01%
2
Close
May 29, 2024
Schwab US Dividend Equity ETF
8.6%
▲ 17.27%
1
Buy
May 24, 2024
iShares Core Dividend Growth ETF
11.81%
▲ 24.54%
1
Buy
May 24, 2024
Vanguard Total Stock Market ETF
12.58%
▲ 27.98%
1
Buy
May 24, 2024
Vanguard S&P 500 ETF
20.31%
▲ 28.25%
1
Buy
May 24, 2024
Celsius Holdings
5.37%
▼ 48.63%
8
Buy
May 01, 2024