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SoFi Invest Account - New Portfolio

PerformancePortfolio Details

Morrie Yedor

SoFi Invest Account
Individual Investor
Ranked #159,698 out of 769,291 TipRanks' Investors
Success Rate
71%
37 out of 52
profitable transactions
Average Return
4.71%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.42%
6-Month Return-
12-Month Return-
YTD Return▲ 8.12%
Total Return▲ 8.12%

Best Trade

AssetOneok (OKE)
Opened at
Closed at-
Gain▲ 35.22%

Bio

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
―
Apr 2024
▲ 11.46%
▲ 5.06%
―
May 2024
▼ 2.25%
▲ 3.53%
―
Jun 2024
▲ 25.72%
▲ 1.21%
―
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 4.25%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.34%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 0.08%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 2.25%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%―
▲ 11.46%▲ 5.06%―
▼ 2.25%▲ 3.53%―
▲ 25.72%▲ 1.21%―
▼ 4.22%▲ 2.34%▲ 4.25%
▲ 7.82%▲ 2.10%▲ 1.34%
▲ 5.70%▼ 0.89%▲ 0.08%
▲ 37.60%▲ 4.40%▲ 2.25%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
TGT
Target
―
▲ 14.51%
2
Sell
Aug 23, 2024
PEP
PepsiCo
―
▲ 2.09%
2
Close
Aug 21, 2024
KEY
KeyCorp
―
▲ 6.45%
2
Close
Aug 21, 2024
QCOM
Qualcomm
―
▲ 1.41%
3
Sell
Aug 21, 2024
HTGC
Hercules Capital
3.87%
▲ 0.33%
3
Buy
Aug 21, 2024
OMF
OneMain Holdings
5.56%
▲ 19.35%
3
Buy
Aug 20, 2024
RC
Ready Capital
1.83%
▼ 13.83%
2
Buy
Aug 19, 2024
PFE
Pfizer
2.21%
▼ 12.88%
2
Buy
Aug 19, 2024
TFC
Truist Financial
3.12%
▲ 10.58%
2
Buy
Aug 19, 2024
O
Realty Income
4.52%
▼ 4.91%
3
Buy
Aug 19, 2024
ADX
Adams Diversified Equity Fund Inc Shs
6.27%
▲ 6.11%
2
Buy
Aug 19, 2024
OBDC
Blue Owl Capital
2.49%
▲ 4.51%
2
Buy
Aug 16, 2024
CWEN
Clearway Energy
2.46%
▼ 2.66%
2
Buy
Aug 16, 2024
ABBV
AbbVie
2.5%
▼ 11.08%
3
Buy
Aug 16, 2024
CSQ
Calamos Strategic Total Return Fund
3.03%
▲ 8.06%
2
Buy
Aug 16, 2024
MAIN
Main Street Capital
3.16%
▲ 8.46%
2
Buy
Aug 16, 2024
BST
BlackRock Science & Technology Trust
3.4%
▲ 5.83%
2
Buy
Aug 16, 2024
ABR
Arbor Realty
8.08%
▲ 7.06%
2
Buy
Aug 16, 2024
OKE
Oneok
3.92%
▲ 35.15%
2
Buy
Aug 15, 2024
DIVO
Amplify CWP Enhanced Dividend Income ETF
5.27%
▲ 6.77%
2
Buy
Aug 15, 2024