SoFi Invest Account - New Portfolio

5BB7F578

SoFi Invest Account
Individual Investor
Ranked #451,339 out of 757,492 TipRanks' Investors
Success Rate
39%
14 out of 36
profitable transactions
Average Return
-7.93%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.58%
6-Month Return▼ 20.69%
12-Month Return-
YTD Return▲ 0.86%
Total Return▲ 0.86%

Best Trade

Opened at
Closed at-
Gain▲ 18.55%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 20.53%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.97%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 9.58%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 11.00%
May 2024
▼ 2.25%
▲ 3.53%
▼ 11.09%
Jun 2024
▲ 25.76%
▲ 1.21%
▼ 3.79%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 6.96%
Aug 2024
▲ 2.65%
▼ 0.40%
▼ 1.13%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 20.53%
▲ 5.05%▲ 3.27%▲ 5.97%
▼ 12.40%▼ 4.03%▼ 9.58%
▲ 11.46%▲ 5.06%▲ 11.00%
▼ 2.25%▲ 3.53%▼ 11.09%
▲ 25.76%▲ 1.21%▼ 3.79%
▼ 4.21%▲ 2.34%▼ 6.96%
▲ 2.65%▼ 0.40%▼ 1.13%

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
10.95%
▲ 16.33%
2
Buy
Jun 13, 2024
Repay Holdings
7.08%
▼ 17.94%
2
Buy
Jun 12, 2024
IShares Bitcoin Trust Registered
13.36%
▼ 8.91%
3
Buy
Jun 12, 2024
Nvidia
11.13%
▼ 4.09%
1
Buy
Jun 12, 2024
Energy Transfer
▼ 0.52%
2
Sell
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
8.95%
▲ 8.56%
1
Buy
May 24, 2024
iShares Core Dividend Growth ETF
11.61%
▲ 8.57%
1
Buy
May 24, 2024
Vanguard Total Stock Market ETF
11.91%
▲ 7.73%
1
Buy
May 24, 2024
Vanguard S&P 500 ETF
19.19%
▲ 7.78%
1
Buy
May 24, 2024
Celsius Holdings
5.83%
▼ 49.79%
8
Buy
May 01, 2024