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SoFi Invest Account - New Portfolio

PerformancePortfolio Details

Morrie Yedor

SoFi Invest Account
Individual Investor
Ranked #100,179 out of 766,001 TipRanks' Investors
Success Rate
79%
41 out of 52
profitable transactions
Average Return
5.37%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.08%
6-Month Return-
12-Month Return-
YTD Return▲ 8.38%
Total Return▲ 8.38%

Best Trade

AssetOneok (OKE)
Opened at
Closed at-
Gain▲ 24.11%

Bio

Performance

25.72%0-25.72%
▼ 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
▲ 6.02%
▼ 0.89%
▲ 0.04%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 2.55%
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%
▲ 6.02%▼ 0.89%▲ 0.04%
▲ 5.59%▲ 5.20%▲ 2.55%

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
4.06%
▲ 6.51%
3
Buy
Aug 21, 2024
OMF
OneMain Holdings
5.41%
▲ 18.15%
3
Buy
Aug 20, 2024
RC
Ready Capital
1.81%
▼ 13.12%
2
Buy
Aug 19, 2024
PFE
Pfizer
2.3%
▼ 7.37%
2
Buy
Aug 19, 2024
TFC
Truist Financial
2.95%
▲ 6.82%
2
Buy
Aug 19, 2024
O
Realty Income
4.53%
▼ 4.71%
3
Buy
Aug 19, 2024
ADX
Adams Diversified Equity Fund Inc Shs
6.89%
▲ 6.15%
2
Buy
Aug 19, 2024
OBDC
Blue Owl Capital
2.42%
▲ 2.50%
2
Buy
Aug 16, 2024
CWEN
Clearway Energy
2.41%
▼ 4.58%
2
Buy
Aug 16, 2024
ABBV
AbbVie
2.82%
▲ 3.30%
3
Buy
Aug 16, 2024
CSQ
Calamos Strategic Total Return Fund
3.05%
▲ 9.39%
2
Buy
Aug 16, 2024
MAIN
Main Street Capital
3.04%
▲ 5.78%
2
Buy
Aug 16, 2024
BST
BlackRock Science & Technology Trust
3.49%
▲ 8.38%
2
Buy
Aug 16, 2024
ABR
Arbor Realty
8.62%
▲ 14.66%
2
Buy
Aug 16, 2024
OKE
Oneok
3.6%
▲ 24.05%
2
Buy
Aug 15, 2024
DIVO
Amplify CWP Enhanced Dividend Income ETF
5.23%
▲ 6.72%
2
Buy
Aug 15, 2024