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SoFi Active Brokerage - New Portfolio

Daniel Moses

SoFi Active Brokerage
Individual Investor
Ranked #458,772 out of 832,415 TipRanks' Investors
Success Rate
46%
284 out of 612
profitable transactions
Average Return
10.27%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.34%
6-Month Return▲ 5.47%
12-Month Return▲ 11.47%
YTD Return▲ 15.25%
Total Return▲ 28.98%

Best Trade

Opened at
Closed at
Gain▲ 1073.93%

Bio

Performance

12.88%0-12.88%
▲ 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%
▲ 11.28%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 4.99%
Oct 2025
▼ 3.44%
▲ 0.19%
▼ 6.58%
Nov 2025
▼ 0.68%
▼ 0.24%
▼ 1.34%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 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%▲ 11.28%
▲ 10.96%▲ 2.38%▼ 4.99%
▼ 3.44%▲ 0.19%▼ 6.58%
▼ 0.68%▼ 0.24%▼ 1.34%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
IShares Bitcoin Trust Registered
▲ 26.90%
17
Sell
Dec 06, 2025
United States Antimony
8.57%
▲ 38.64%
29
Buy
Dec 05, 2025
CuriosityStream
▼ 5.48%
22
Close
Dec 02, 2025
Opera
▼ 10.19%
35
Close
Dec 02, 2025
TSMC
▲ 165.43%
18
Close
Dec 02, 2025
QXO Inc
▲ 28.28%
11
Close
Nov 12, 2025
JBS
▼ 10.86%
5
Close
Oct 07, 2025
D-Wave Quantum
▲ 26.30%
17
Close
Sep 03, 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
ATAI Life Sciences
9.37%
▼ 7.84%
3
Buy
Jul 31, 2025
Pitney Bowes
▲ 1.45%
20
Close
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