tiprankstipranks
Trending News
More News >

SoFi Active Brokerage - New Portfolio

Daniel Moses

SoFi Active Brokerage
Individual Investor
Ranked #416,890 out of 822,356 TipRanks' Investors
Success Rate
50%
299 out of 604
profitable transactions
Average Return
11.86%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.32%
6-Month Return▲ 39.62%
12-Month Return▲ 34.86%
YTD Return▲ 31.28%
Total Return▲ 46.92%

Best Trade

Opened at
Closed at-
Gain▲ 1126.32%

Bio

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 7.58%
Mar 2025
▲ 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
▲ 4.13%
▲ 1.04%
▼ 0.26%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 7.58%
▲ 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%
▲ 4.13%▲ 1.04%▼ 0.26%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
JBS
▼ 10.86%
5
Close
Oct 07, 2025
Opera
5.08%
▲ 6.13%
33
Buy
Oct 06, 2025
United States Antimony
5.64%
▲ 75.21%
24
Buy
Oct 06, 2025
QXO Inc
5.44%
▲ 33.56%
7
Buy
Sep 29, 2025
D-Wave Quantum
▲ 26.30%
17
Close
Sep 03, 2025
IShares Bitcoin Trust Registered
5.75%
▲ 4.08%
14
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
Manulife Financial
▲ 22.94%
19
Close
Aug 08, 2025
Clinigence Holdings
▲ 7.53%
4
Sell
Aug 02, 2025
TSMC
6.94%
▲ 176.46%
17
Sell
Aug 01, 2025
ATAI Life Sciences
7.63%
▲ 19.87%
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