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SoFi Invest Account - New Portfolio

PerformancePortfolio Details

Morrie Yedor

SoFi Invest Account
Individual Investor
Ranked #164,562 out of 781,066 TipRanks' Investors
Success Rate
71%
37 out of 52
profitable transactions
Average Return
5.02%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.03%
6-Month Return-
12-Month Return-
YTD Return▲ 2.72%
Total Return▲ 10.27%

Best Trade

AssetGladstone C... (GLAD)
Opened at
Closed at-
Gain▲ 31.68%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
―
Jun 2024
▲ 8.13%
▲ 1.21%
―
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 4.25%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.32%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.02%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.72%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 2.93%
Dec 2024
▲ 11.17%
▲ 1.96%
▲ 2.72%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%―
▲ 8.13%▲ 1.21%―
▼ 13.14%▲ 2.34%▲ 4.25%
▲ 2.93%▲ 2.10%▲ 1.32%
▲ 10.00%▼ 0.89%▼ 0.02%
▲ 26.04%▲ 5.96%▲ 4.72%
▲ 5.93%▼ 2.41%▼ 2.93%
▲ 11.17%▲ 1.96%▲ 2.72%

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
4.33%
▲ 12.35%
3
Buy
Aug 21, 2024
OMF
OneMain Holdings
5.44%
▲ 17.59%
3
Buy
Aug 20, 2024
RC
Ready Capital
1.76%
▼ 16.21%
2
Buy
Aug 19, 2024
PFE
Pfizer
2.29%
▼ 8.82%
2
Buy
Aug 19, 2024
TFC
Truist Financial
3.14%
▲ 12.56%
2
Buy
Aug 19, 2024
O
Realty Income
4.34%
▼ 9.50%
3
Buy
Aug 19, 2024
ADX
Adams Diversified Equity Fund Inc Shs
6.5%
▼ 0.94%
2
Buy
Aug 19, 2024
OBDC
Blue Owl Capital
2.46%
▲ 2.92%
2
Buy
Aug 16, 2024
CWEN
Clearway Energy
2.31%
▼ 9.53%
2
Buy
Aug 16, 2024
ABBV
AbbVie
2.45%
▼ 11.17%
3
Buy
Aug 16, 2024
CSQ
Calamos Strategic Total Return Fund
3.08%
▲ 9.33%
2
Buy
Aug 16, 2024
MAIN
Main Street Capital
3.55%
▲ 22.45%
2
Buy
Aug 16, 2024
BST
BlackRock Science & Technology Trust
3.53%
▲ 8.55%
2
Buy
Aug 16, 2024
ABR
Arbor Realty
7.74%
▲ 1.89%
2
Buy
Aug 16, 2024
OKE
Oneok
3.7%
▲ 26.13%
2
Buy
Aug 15, 2024
DIVO
Amplify CWP Enhanced Dividend Income ETF
5.23%
▲ 5.68%
2
Buy
Aug 15, 2024