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SoFi Active Brokerage - New Portfolio

brendan burke

SoFi Active Brokerage
Individual Investor
Ranked #214,044 out of 781,066 TipRanks' Investors
Success Rate
83%
5 out of 6
profitable transactions
Average Return
44.97%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.46%
6-Month Return-
12-Month Return-
YTD Return▲ 7.34%
Total Return▲ 78.00%

Best Trade

Opened at
Closed at-
Gain▲ 196.97%

Bio

Performance

37.75%0-37.75%
▲ 9.79%
▲ 3.53%
Jun 2024
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 12.05%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 13.58%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 12.87%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 37.75%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 16.20%
Dec 2024
▲ 11.17%
▲ 1.96%
▲ 7.34%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%▲ 12.05%
▲ 2.93%▲ 2.10%▲ 13.58%
▲ 10.00%▼ 0.89%▲ 12.87%
▲ 26.04%▲ 5.96%▲ 37.75%
▲ 5.93%▼ 2.41%▼ 16.20%
▲ 11.17%▲ 1.96%▲ 7.34%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Carrier Global
▲ 19.38%
4
Close
Sep 20, 2024
Tempus AI, Inc. Class A
8.73%
▼ 33.59%
1
Buy
Sep 19, 2024
Hims & Hers Health
24.91%
▲ 65.01%
1
Buy
Sep 19, 2024
Illinois Tool Works
0.01%
▲ 2.64%
1
Buy
Sep 04, 2024
Reddit Inc Class A
65.14%
▲ 196.97%
1
Buy
Aug 26, 2024