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SoFi Active Brokerage - New Portfolio
Daniel Moses
SoFi Active BrokerageIndividual Investor
Ranked #391,074 out of 807,926 TipRanks' Investors
Success Rate
271 out of 556
profitable transactions
profitable transactions
Average Return
9.42%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.04%
6-Month Return▲ 10.14%
12-Month Return-
YTD Return▲ 14.80%
Total Return▲ 28.47%
Best Trade
Bio
Performance
12.86%0-12.86%
▲ 5.10%
▼ 2.41%
▼ 3.60%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 4.53%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.07%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.58%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 3.32%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 7.99%
May 2025
▲ 6.24%
▲ 5.14%
▲ 4.87%
Jun 2025
▲ 12.57%
▲ 1.13%
▲ 2.66%
Jul 2025
▲ 5.10%▼ 2.41%▼ 3.60%
▲ 6.03%▲ 2.69%▲ 4.53%
▼ 12.86%▼ 1.27%▼ 1.07%
▼ 1.80%▼ 5.57%▼ 7.58%
▲ 1.84%▼ 0.87%▲ 3.32%
▲ 12.20%▲ 6.28%▲ 7.99%
▲ 6.24%▲ 5.14%▲ 4.87%
▲ 12.57%▲ 1.13%▲ 2.66%
Recent Activity
CuriosityStream
3.17%
▼ 8.86%
19
Sell
Jul 15, 2025
Energy Transfer
2.99%
▼ 0.24%
9
Buy
Jul 15, 2025
IShares Bitcoin Trust Registered
1.91%
▲ 1.02%
11
Buy
Jul 02, 2025
D-Wave Quantum
―
▲ 50.20%
7
Sell
Jul 02, 2025
United States Antimony
4.76%
▲ 73.40%
12
Buy
Jul 01, 2025
Navitas Semiconductor
―
▼ 2.41%
3
Close
Jun 21, 2025
Schwab U.S. Large-Cap Growth ETF
31.98%
▲ 30.28%
52
Sell
Jun 20, 2025
iShares Gold Trust Micro ETF of Benef Interest
3.6%
▼ 2.72%
18
Buy
Jun 10, 2025
HASI
―
▲ 5.04%
13
Sell
Jun 10, 2025
TSMC
5.14%
▲ 112.15%
15
Sell
Jun 06, 2025
Pitney Bowes
2.75%
▲ 3.99%
19
Buy
Jun 04, 2025
CareTrust REIT
―
▲ 0.19%
9
Close
Jun 04, 2025
DraftKings
2.69%
▲ 43.16%
7
Buy
Jun 04, 2025
Information Services Group
―
▼ 0.84%
2
Sell
Jun 03, 2025
Nomad Foods
―
▲ 1.49%
4
Sell
May 30, 2025
NextEra Energy
2.16%
▲ 6.77%
20
Buy
May 29, 2025
Manulife Financial
4.05%
▲ 19.87%
16
Sell
May 23, 2025
Permian Resources
1.96%
▲ 1.08%
8
Buy
May 22, 2025
Natural Gas Services Group
―
0.00%
2
Sell
May 22, 2025
Opera
4.39%
▲ 18.99%
26
Sell
May 21, 2025