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SoFi Active Brokerage - New Portfolio

Daniel Moses

SoFi Active Brokerage
Individual Investor
Ranked #403,649 out of 813,692 TipRanks' Investors
Success Rate
49%
284 out of 583
profitable transactions
Average Return
9.82%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.77%
6-Month Return▲ 11.39%
12-Month Return-
YTD Return▲ 19.76%
Total Return▲ 34.03%

Best Trade

Opened at
Closed at-
Gain▲ 955.33%

Bio

Performance

27.89%0-27.89%
▲ 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
▲ 27.89%
▲ 2.30%
▲ 2.85%
Jul 2025
▲ 8.10%
▲ 1.80%
▲ 4.14%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▲ 27.89%▲ 2.30%▲ 2.85%
▲ 8.10%▲ 1.80%▲ 4.14%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Barrick Mining
0.12%
▼ 4.61%
7
Buy
Aug 15, 2025
iShares Gold Trust Micro ETF of Benef Interest
▲ 0.17%
22
Sell
Aug 15, 2025
QXO Inc
2.95%
▼ 2.59%
2
Buy
Aug 15, 2025
JBS
3.09%
▼ 0.42%
2
Buy
Aug 15, 2025
Bitcoin Depot
3.12%
▼ 8.33%
2
Buy
Aug 15, 2025
United States Antimony
▲ 93.17%
18
Sell
Aug 14, 2025
Opera
6.26%
▲ 3.54%
29
Buy
Aug 08, 2025
Manulife Financial
▲ 22.94%
19
Close
Aug 08, 2025
D-Wave Quantum
4.89%
▲ 31.17%
15
Buy
Aug 08, 2025
Clinigence Holdings
▲ 7.53%
4
Sell
Aug 02, 2025
TSMC
5.73%
▲ 120.80%
17
Sell
Aug 01, 2025
IShares Bitcoin Trust Registered
4.78%
▼ 1.46%
13
Buy
Aug 01, 2025
ATAI Life Sciences
5.58%
▼ 16.65%
3
Buy
Jul 31, 2025
Pitney Bowes
▲ 1.45%
20
Close
Jul 30, 2025
CuriosityStream
▼ 7.49%
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