tiprankstipranks
Trending News
More News >

SoFi Active Brokerage - New Portfolio

Daniel Moses

SoFi Active Brokerage
Individual Investor
Ranked #387,295 out of 803,751 TipRanks' Investors
Success Rate
48%
260 out of 537
profitable transactions
Average Return
6.45%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.64%
6-Month Return▲ 5.18%
12-Month Return-
YTD Return▲ 8.76%
Total Return▲ 21.71%

Best Trade

Opened at
Closed at-
Gain▲ 858.42%

Bio

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 6.17%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 3.60%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 4.54%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.07%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.58%
Mar 2025
▲ 1.83%
▼ 0.87%
▲ 2.81%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 7.98%
May 2025
▲ 2.29%
▲ 1.29%
▲ 2.49%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 6.17%
▲ 5.10%▼ 2.41%▼ 3.60%
▲ 6.03%▲ 2.69%▲ 4.54%
▼ 12.86%▼ 1.27%▼ 1.07%
▼ 1.80%▼ 5.57%▼ 7.58%
▲ 1.83%▼ 0.87%▲ 2.81%
▲ 12.21%▲ 6.28%▲ 7.98%
▲ 2.29%▲ 1.29%▲ 2.49%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
CuriosityStream
2.55%
▼ 19.81%
13
Buy
Jun 13, 2025
iShares Gold Trust Micro ETF of Benef Interest
3.76%
▼ 1.46%
18
Buy
Jun 10, 2025
HASI
▲ 5.04%
13
Sell
Jun 10, 2025
TSMC
4.64%
▲ 97.25%
15
Sell
Jun 06, 2025
Energy Transfer
2.35%
▲ 4.61%
7
Buy
Jun 06, 2025
Navitas Semiconductor
0.54%
▲ 17.06%
1
Buy
Jun 06, 2025
Schwab U.S. Large-Cap Growth ETF
32.67%
▲ 25.01%
50
Sell
Jun 05, 2025
Pitney Bowes
2.45%
▼ 4.74%
19
Buy
Jun 04, 2025
CareTrust REIT
▲ 0.19%
9
Sell
Jun 04, 2025
DraftKings
2.27%
▲ 19.33%
7
Buy
Jun 04, 2025
Information Services Group
▼ 0.84%
2
Sell
Jun 03, 2025
Nomad Foods
▲ 1.49%
4
Sell
May 30, 2025
United States Antimony
3.11%
▲ 9.55%
9
Buy
May 30, 2025
NextEra Energy
2.19%
▲ 6.63%
20
Buy
May 29, 2025
IShares Bitcoin Trust Registered
0.04%
▼ 5.54%
7
Buy
May 29, 2025
Manulife Financial
4.22%
▲ 22.62%
16
Sell
May 23, 2025
Permian Resources
2.19%
▲ 3.06%
8
Buy
May 22, 2025
Natural Gas Services Group
0.00%
2
Sell
May 22, 2025
Opera
4.38%
▲ 18.07%
26
Sell
May 21, 2025
Exxon Mobil
▲ 2.05%
2
Close
May 21, 2025