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SoFi Active Brokerage
- New Portfolio
Performance
Portfolio Details
Daniel Moses
SoFi Active Brokerage
Individual Investor
Ranked #214,047 out of 766,394 TipRanks' Investors
Success Rate
61%
79 out of 130
profitable transactions
Average Return
4.47%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▲ 3.69%
6-Month Return
-
12-Month Return
-
YTD Return
▲ 15.35%
Total Return
▲ 15.35%
Best Trade
Asset
VanEck Fabl... (SMHX)
Opened at
Oct 14, 2024
Closed at
-
Gain
▲ 683.97%
Bio
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
25.72%
0
-25.72%
▼ 12.40%
▼ 4.03%
―
Apr 2024
▲ 11.46%
▲ 5.06%
―
May 2024
▼ 2.25%
▲ 3.53%
―
Jun 2024
▲ 25.72%
▲ 1.21%
―
Jul 2024
▼ 4.22%
▲ 2.34%
―
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 6.30%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 2.76%
Oct 2024
▲ 22.71%
▲ 5.30%
▲ 5.59%
Nov 2024
TipRanks Average
S&P 500
Investor Portfolio
▼ 12.40%
▼ 4.03%
―
▲ 11.46%
▲ 5.06%
―
▼ 2.25%
▲ 3.53%
―
▲ 25.72%
▲ 1.21%
―
▼ 4.22%
▲ 2.34%
―
▲ 7.82%
▲ 2.10%
▲ 6.30%
▲ 6.02%
▼ 0.89%
▲ 2.76%
▲ 22.71%
▲ 5.30%
▲ 5.59%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
PINK
Simplify Health Care ETF
―
▲ 1.89%
9
Close
Nov 12, 2024
DTCR
Global X Data Center REITs & Digital Infrastructure ETF
―
▲ 8.10%
12
Close
Nov 12, 2024
CEF
Sprott Physical Gold and Silver Trust Units
―
▲ 1.66%
7
Close
Nov 12, 2024
DB
Deutsche Bank AG
―
▲ 0.82%
2
Close
Nov 12, 2024
OPRA
Opera
―
▼ 0.51%
3
Close
Nov 12, 2024
FTWO
Strive FAANG 2.0 ETF
4.9%
▲ 3.23%
4
Buy
Nov 11, 2024
FCOM
Fidelity MSCI Communication Services Index ETF
7.61%
▲ 5.53%
6
Buy
Nov 11, 2024
UTES
Virtus Reaves Utilities ETF
7.16%
▼ 15.37%
6
Buy
Nov 11, 2024
VOO
Vanguard S&P 500 ETF
21.17%
▼ 43.11%
9
Sell
Nov 11, 2024
SMHX
VanEck Fabless Semiconductor ETF
5.71%
▲ 138.93%
9
Sell
Nov 11, 2024
MLPX
Global X MLP & Energy Infrastructure ETF
5.09%
▲ 88.78%
7
Sell
Nov 11, 2024
XMMO
Invesco S&P MidCap Momentum ETF
6.01%
▲ 9.16%
5
Buy
Nov 11, 2024
CTRE
CareTrust REIT
3.97%
0.00%
1
Buy
Nov 11, 2024
SHLD
Global X Defense Tech ETF
4.93%
0.00%
1
Buy
Nov 11, 2024
XLG
Invesco S&P 500 Top 50 ETF
5.05%
0.00%
1
Buy
Nov 11, 2024
JTEK
JPMorgan U.S. Tech Leaders ETF
5.16%
0.00%
1
Buy
Nov 11, 2024
SCHG
Schwab U.S. Large-Cap Growth ETF
10.72%
▲ 6.32%
7
Sell
Nov 07, 2024
QQQM
Invesco NASDAQ 100 ETF
6.52%
▼ 19.75%
9
Sell
Nov 06, 2024
KIE
SPDR S&P Insurance ETF
―
▼ 26.12%
5
Close
Nov 01, 2024
DWLD
Davis Select Worldwide ETF
―
▼ 1.64%
2
Sell
Nov 01, 2024
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