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SoFi Invest Account - New Portfolio

PerformancePortfolio Details

5BB7F578

SoFi Invest Account
Individual Investor
Ranked #496,496 out of 770,014 TipRanks' Investors
Success Rate
50%
18 out of 36
profitable transactions
Average Return
-2.98%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.33%
6-Month Return▼ 17.59%
12-Month Return-
YTD Return▲ 10.47%
Total Return▲ 10.47%

Best Trade

AssetT Mobile US (TMUS)
Opened at
Closed at-
Gain▲ 42.48%

Bio

Performance

31.73%0-31.73%
▼ 12.40%
▼ 4.03%
▼ 9.58%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 11.00%
May 2024
▼ 2.25%
▲ 3.53%
▼ 11.06%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 3.79%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 6.96%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 3.27%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 3.14%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 8.52%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 9.58%
▲ 11.46%▲ 5.06%▲ 11.00%
▼ 2.25%▲ 3.53%▼ 11.06%
▲ 25.72%▲ 1.21%▼ 3.79%
▼ 4.22%▲ 2.34%▼ 6.96%
▲ 7.82%▲ 2.10%▼ 3.27%
▲ 5.70%▼ 0.89%▲ 3.14%
▲ 31.73%▲ 4.73%▲ 8.52%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
TOST
Toast Inc
―
▲ 3.30%
9
Sell
Jun 13, 2024
AMD
Advanced Micro Devices
―
▼ 10.32%
6
Close
Jun 13, 2024
TMUS
T Mobile US
11.95%
▲ 39.82%
2
Buy
Jun 13, 2024
RPAY
Repay Holdings
5.92%
▼ 21.85%
2
Buy
Jun 12, 2024
IBIT
IShares Bitcoin Trust Registered
17.63%
▲ 36.65%
3
Buy
Jun 12, 2024
NVDA
Nvidia
11.69%
▲ 10.68%
1
Buy
Jun 12, 2024
ET
Energy Transfer
―
▼ 0.52%
2
Close
Jun 07, 2024
BAC
Bank of America
―
▲ 0.63%
2
Close
Jun 07, 2024
SNOW
Snowflake
―
▼ 6.10%
2
Close
Jun 01, 2024
KR
Kroger Company
―
▼ 0.41%
2
Close
May 29, 2024
DVN
Devon Energy
―
▼ 0.02%
2
Close
May 29, 2024
ABBV
AbbVie
―
▼ 0.14%
2
Close
May 29, 2024
IWM
iShares Russell 2000 ETF
―
▲ 0.01%
2
Close
May 29, 2024
SCHD
Schwab US Dividend Equity ETF
8.34%
▲ 13.24%
1
Buy
May 24, 2024
DGRO
iShares Core Dividend Growth ETF
10.72%
▲ 12.20%
1
Buy
May 24, 2024
VTI
Vanguard Total Stock Market ETF
11.31%
▲ 13.81%
1
Buy
May 24, 2024
VOO
Vanguard S&P 500 ETF
18.07%
▲ 12.78%
1
Buy
May 24, 2024
CELH
Celsius Holdings
4.37%
▼ 56.16%
8
Buy
May 01, 2024