SoFi Invest Account - New Portfolio

Morrie Yedor

SoFi Invest Account
Individual Investor
Ranked #144,995 out of 766,394 TipRanks' Investors
Success Rate
73%
38 out of 52
profitable transactions
Average Return
5.24%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
8.65% ABR
6.93% ADX
6.65% MO
5.92% RDVI
5.35% OMF
66.50% Others
By Assets
66.02% Stocks
18.51% Funds
15.27% ETFs
0.20% Cash
0.00% Cryptocurrency
By Sector
33.89% Financial
33.84% General
14.95% Real Estate
6.65% Consumer Defensive
4.70% Healthcare
5.97% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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MGK
MGK
< ETF >
Vanguard Mega Cap Growth ETF
$340.56
$0.48
(0.14%)
premium
1K Buy
448 Hold
48 Sell
Moderate Buy
premium
$24.50B
40.11%
TSLX
Sixth Street Specialty Lending
$20.38
$0
(0%)
premium
7 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.90B
-1.45%
GLAD
Gladstone Capital
$25.44
$0.16
(0.63%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$556.91M
28.51%
RC
Ready Capital
$7.19
$0.19
(2.57%)
premium
0 Buy
2 Hold
1 Sell
Moderate Sell
premium
$1.24B
-24.31%
OBDC
Blue Owl Capital
$14.73
$0.13
(0.87%)
premium
3 Buy
1 Hold
1 Sell
Moderate Buy
premium
$5.80B
3.63%
PFE
Pfizer
$26.19
$0.05
(0.19%)
premium
6 Buy
13 Hold
0 Sell
Moderate Buy
premium
$148.70B
-10.99%
CWEN
Clearway Energy
$26.69
$1.27
(4.54%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$5.59B
30.23%
ORI
Old Republic International
$37.44
$0.35
(0.94%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$9.40B
32.80%
ABBV
AbbVie
$171.09
$3.34
(1.91%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$308.24B
25.86%
TFC
Truist Financial
$46.66
$0.22
(0.47%)
premium
4 Buy
5 Hold
0 Sell
Moderate Buy
premium
$61.65B
58.01%
CSQ
CSQ
< FUND >
Calamos Strategic Total Return Fund
$18.17
$0.02
(0.11%)
premium
premium
$2.89B
34.54%
ARCC
Ares Capital
$21.53
$0.06
(0.28%)
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$13.95B
10.10%
CGBD
TCG BDC
$16.37
$0.17
(1.03%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$841.99M
16.07%
MAIN
Main Street Capital
$52.27
$0.14
(0.27%)
premium
1 Buy
4 Hold
0 Sell
Hold
premium
$4.62B
30.05%
OKE
Oneok
$107.82
$1.22
(1.12%)
premium
8 Buy
5 Hold
0 Sell
Moderate Buy
premium
$63.70B
69.42%
BST
BST
< FUND >
BlackRock Science & Technology Trust
$36.95
$0.3
(0.81%)
premium
premium
$825.38M
12.72%
CSWC
Capital Southwest
$22.90
$0.18
(0.79%)
premium
0 Buy
3 Hold
0 Sell
Hold
premium
$1.08B
4.51%
HTGC
Hercules Capital
$19.80
$0.17
(0.85%)
premium
3 Buy
3 Hold
0 Sell
Moderate Buy
premium
$3.24B
24.58%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$59.97
$0.11
(0.18%)
premium
1K Buy
602 Hold
52 Sell
Moderate Buy
premium
$37.07B
11.67%
CRF
CRF
< FUND >
Cornerstone Total Return Fund Inc
$9.11
$0.1
(1.11%)
premium
premium
$938.83M
25.07%
OMF
OneMain Holdings
$54.12
$0.65
(1.19%)
premium
7 Buy
5 Hold
0 Sell
Moderate Buy
premium
$6.66B
49.46%
O
Realty Income
$57.02
$0.63
(1.09%)
premium
4 Buy
6 Hold
0 Sell
Moderate Buy
premium
$50.46B
15.16%
DIVO
DIVO
< ETF >
Amplify CWP Enhanced Dividend Income ETF
$41.77
$0.24
(0.57%)
premium
351 Buy
127 Hold
15 Sell
Moderate Buy
premium
$3.74B
20.48%
RDVI
RDVI
< ETF >
FT Cboe Vest Rising Dividend Achievers Target Income ETF
$26.04
$0.17
(0.65%)
premium
403 Buy
265 Hold
29 Sell
Moderate Buy
premium
$1.52B
26.43%
MO
Altria Group
$54.44
$0.51
(0.95%)
premium
3 Buy
2 Hold
2 Sell
Hold
premium
$91.40B
34.76%
ADX
ADX
< FUND >
Adams Diversified Equity Fund Inc Shs
$22.43
$0.08
(0.36%)
premium
premium
$2.79B
29.04%
ABR
Arbor Realty
$15.50
$0.14
(0.9%)
premium
2 Buy
2 Hold
2 Sell
Hold
premium
$2.95B
19.75%