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SoFi Active Brokerage - New Portfolio
Daniel Moses
SoFi Active BrokerageIndividual Investor
Ranked #437,303 out of 829,418 TipRanks' Investors
Success Rate
283 out of 610
profitable transactions
profitable transactions
Average Return
9.65%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 13.66%
6-Month Return▲ 5.02%
12-Month Return▲ 7.84%
YTD Return▲ 11.16%
Total Return▲ 24.40%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▲ 3.32%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 7.99%
May 2025
▲ 9.25%
▲ 5.14%
▲ 4.87%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 2.85%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.84%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 11.29%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 4.99%
Oct 2025
▼ 9.41%
▼ 4.33%
▼ 11.11%
Nov 2025
▲ 0.80%▼ 0.87%▲ 3.32%
▲ 11.63%▲ 6.28%▲ 7.99%
▲ 9.25%▲ 5.14%▲ 4.87%
▲ 7.60%▲ 2.30%▲ 2.85%
▲ 2.76%▲ 2.05%▲ 2.84%
▲ 12.88%▲ 3.56%▲ 11.29%
▲ 10.96%▲ 2.38%▼ 4.99%
▼ 9.41%▼ 4.33%▼ 11.11%
Recent Activity
IShares Bitcoin Trust Registered
4.3%
▲ 21.64%
16
Sell
Nov 21, 2025
United States Antimony
5.84%
▲ 46.01%
28
Buy
Nov 21, 2025
QXO Inc
―
▲ 28.28%
11
Close
Nov 12, 2025
CuriosityStream
3.18%
▼ 5.95%
21
Buy
Nov 11, 2025
Opera
4.52%
▼ 13.39%
34
Buy
Nov 06, 2025
JBS
―
▼ 10.86%
5
Close
Oct 07, 2025
D-Wave Quantum
―
▲ 26.30%
17
Close
Sep 03, 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
Manulife Financial
―
▲ 22.94%
19
Close
Aug 08, 2025
Clinigence Holdings
―
▲ 7.53%
4
Sell
Aug 02, 2025
TSMC
6.84%
▲ 151.48%
17
Sell
Aug 01, 2025
ATAI Life Sciences
5.67%
▼ 18.37%
3
Buy
Jul 31, 2025
Pitney Bowes
―
▲ 1.45%
20
Close
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