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SoFi Active Brokerage - New Portfolio
Daniel Moses
SoFi Active BrokerageIndividual Investor
Ranked #395,562 out of 817,942 TipRanks' Investors
Success Rate
298 out of 594
profitable transactions
profitable transactions
Average Return
10.75%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.51%
6-Month Return▲ 32.07%
12-Month Return▲ 39.06%
YTD Return▲ 27.67%
Total Return▲ 42.87%
Best Trade
Bio
Performance
27.87%0-27.87%
▼ 12.86%
▼ 1.27%
▼ 1.07%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.58%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 3.32%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 7.99%
May 2025
▲ 6.24%
▲ 5.14%
▲ 4.87%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 2.85%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 2.84%
Aug 2025
▲ 7.90%
▲ 1.95%
▲ 7.94%
Sep 2025
▼ 12.86%▼ 1.27%▼ 1.07%
▼ 1.80%▼ 5.57%▼ 7.58%
▲ 1.84%▼ 0.87%▲ 3.32%
▲ 12.20%▲ 6.28%▲ 7.99%
▲ 6.24%▲ 5.14%▲ 4.87%
▲ 27.87%▲ 2.30%▲ 2.85%
▲ 4.87%▲ 2.05%▲ 2.84%
▲ 7.90%▲ 1.95%▲ 7.94%
Recent Activity
D-Wave Quantum
―
▲ 26.30%
17
Close
Sep 03, 2025
Opera
6%
▲ 19.71%
32
Sell
Sep 02, 2025
IShares Bitcoin Trust Registered
5.66%
▼ 1.14%
14
Buy
Aug 25, 2025
QXO Inc
5.14%
▲ 2.14%
4
Buy
Aug 25, 2025
JBS
5.37%
▼ 1.48%
4
Buy
Aug 25, 2025
Bitcoin Depot
―
▲ 1.15%
4
Close
Aug 20, 2025
Barrick Mining
―
▼ 3.46%
8
Close
Aug 19, 2025
iShares Gold Trust Micro ETF of Benef Interest
―
▲ 0.17%
22
Sell
Aug 15, 2025
United States Antimony
―
▲ 93.17%
18
Sell
Aug 14, 2025
Manulife Financial
―
▲ 22.94%
19
Close
Aug 08, 2025
Clinigence Holdings
―
▲ 7.53%
4
Sell
Aug 02, 2025
TSMC
6.26%
▲ 137.79%
17
Sell
Aug 01, 2025
ATAI Life Sciences
6.68%
▼ 1.18%
3
Buy
Jul 31, 2025
Pitney Bowes
―
▲ 1.45%
20
Close
Jul 30, 2025
CuriosityStream
―
▼ 7.38%
20
Sell
Jul 30, 2025
Permian Resources
―
▼ 2.83%
11
Close
Jul 30, 2025
DraftKings
―
▲ 44.76%
8
Close
Jul 29, 2025
Merck & Company
―
▲ 1.77%
4
Close
Jul 29, 2025
NextEra Energy
―
▲ 5.04%
21
Close
Jul 25, 2025
Energy Transfer
―
▲ 2.55%
11
Close
Jul 24, 2025