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SoFi Active Brokerage - New Portfolio

Daniel Moses

SoFi Active Brokerage
Individual Investor
Ranked #358,015 out of 770,014 TipRanks' Investors
Success Rate
54%
97 out of 180
profitable transactions
Average Return
1.52%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.55%
6-Month Return-
12-Month Return-
YTD Return▲ 15.59%
Total Return▲ 15.59%

Best Trade

Opened at
Closed at-
Gain▲ 680.87%

Bio

Performance

35.03%0-35.03%
▼ 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
▲ 5.70%
▼ 0.89%
▲ 2.76%
Oct 2024
▲ 35.03%
▲ 5.08%
▲ 5.82%
Nov 2024
TipRanks AverageS&P 500Investor 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%
▲ 5.70%▼ 0.89%▲ 2.76%
▲ 35.03%▲ 5.08%▲ 5.82%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bilibili
0.00%
2
Close
Nov 26, 2024
Strive FAANG 2.0 ETF
▲ 4.95%
8
Close
Nov 25, 2024
Vanguard S&P 500 ETF
20.14%
▼ 35.15%
12
Buy
Nov 25, 2024
Barrick Gold
4.59%
▼ 1.01%
4
Buy
Nov 25, 2024
Global X MLP & Energy Infrastructure ETF
▲ 98.22%
9
Close
Nov 25, 2024
Essential Properties Realty
▼ 14.11%
6
Sell
Nov 25, 2024
International General Insurance Holdings
▲ 0.12%
3
Close
Nov 25, 2024
JD
4.6%
▼ 8.49%
3
Buy
Nov 25, 2024
NextEra Energy
▼ 6.92%
4
Sell
Nov 25, 2024
Taiwan Semiconductor Manufacturing
▲ 0.85%
2
Close
Nov 25, 2024
Centrus Energy
▲ 3.73%
2
Close
Nov 25, 2024
Uber Technologies
4.21%
▲ 2.54%
2
Buy
Nov 25, 2024
Kingstone Companies
3.53%
0.00%
1
Buy
Nov 25, 2024
Gambling.com
3.95%
0.00%
1
Buy
Nov 25, 2024
Permian Resources
4.69%
0.00%
1
Buy
Nov 25, 2024
Zeta Global Holdings Corp
3.91%
0.00%
1
Buy
Nov 25, 2024
Rigetti Computing
3.65%
0.00%
1
Buy
Nov 25, 2024
Quantum Computing
4.18%
0.00%
1
Buy
Nov 25, 2024
Euroseas
▼ 6.73%
3
Sell
Nov 23, 2024
VanEck Fabless Semiconductor ETF
6.11%
▲ 113.87%
11
Sell
Nov 22, 2024