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SoFi Active Brokerage - New Portfolio

PerformancePortfolio Details

Daniel Moses

SoFi Active Brokerage
Individual Investor
Ranked #400,652 out of 788,370 TipRanks' Investors
Success Rate
50%
179 out of 355
profitable transactions
Average Return
1.69%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.30%
6-Month Return-
12-Month Return-
YTD Return▲ 4.32%
Total Return▲ 18.19%

Best Trade

AssetVanEck Fabl... (SMHX)
Opened at
Closed at
Gain▲ 711.81%

Bio

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
―
Jul 2024
▼ 13.14%
▲ 2.34%
―
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 6.25%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 2.92%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 6.17%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 2.41%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 3.44%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 0.85%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%―
▼ 13.14%▲ 2.34%―
▲ 2.93%▲ 2.10%▲ 6.25%
▲ 9.99%▼ 0.89%▲ 2.92%
▲ 26.03%▲ 5.96%▲ 6.17%
▲ 5.97%▼ 2.41%▼ 2.41%
▲ 5.25%▲ 2.69%▲ 3.44%
▼ 9.08%▲ 1.42%▲ 0.85%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
RTX
RTX
―
▲ 4.20%
8
Close
Feb 21, 2025
CTRE
CareTrust REIT
2.44%
▼ 0.87%
4
Buy
Feb 20, 2025
DBA
Invesco DB Agriculture Fund
1.44%
▼ 0.82%
5
Buy
Feb 20, 2025
RIO
Rio Tinto
1.97%
▼ 1.21%
2
Buy
Feb 20, 2025
BLOK
Amplify Transformational Data Sharing ETF
0.47%
▼ 5.53%
1
Buy
Feb 20, 2025
NXT
NEXTracker, Inc. Class A
2.62%
▼ 3.76%
1
Buy
Feb 20, 2025
IRM
Iron Mountain
―
▼ 5.66%
7
Close
Feb 19, 2025
NEE
NextEra Energy
4.09%
▲ 11.95%
11
Sell
Feb 18, 2025
VITL
Vital Farms
1.8%
▲ 9.84%
5
Buy
Feb 18, 2025
NVDA
Nvidia
6.24%
▲ 1.55%
18
Sell
Feb 18, 2025
IBIT
IShares Bitcoin Trust Registered
2.22%
▲ 0.51%
2
Buy
Feb 18, 2025
IAUM
iShares Gold Trust Micro ETF of Benef Interest
1.06%
▼ 4.44%
8
Buy
Feb 14, 2025
XSMO
Invesco S&P SmallCap Momentum ETF
3.74%
▲ 5.95%
10
Sell
Feb 14, 2025
XMMO
Invesco S&P MidCap Momentum ETF
4%
▲ 2.13%
12
Sell
Feb 12, 2025
MFC
Manulife Financial
4.26%
▲ 3.95%
7
Buy
Feb 11, 2025
COP
Conocophillips
4.04%
▲ 8.70%
6
Close
Feb 07, 2025
SCHG
Schwab U.S. Large-Cap Growth ETF
8.68%
▲ 0.69%
18
Buy
Jan 28, 2025
OPRA
Opera
5.05%
▲ 6.02%
8
Buy
Jan 28, 2025
TPB
Turning Point Brands
―
▲ 13.28%
8
Close
Jan 28, 2025
UBER
Uber Technologies
4.89%
▲ 0.06%
12
Sell
Jan 23, 2025