SoFi Active Brokerage - New Portfolio

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

Opened at
Closed at-
Gain▲ 683.97%

Bio

Performance

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 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%
▲ 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
Simplify Health Care ETF
▲ 1.89%
9
Close
Nov 12, 2024
Global X Data Center REITs & Digital Infrastructure ETF
▲ 8.10%
12
Close
Nov 12, 2024
Sprott Physical Gold and Silver Trust Units
▲ 1.66%
7
Close
Nov 12, 2024
Deutsche Bank AG
▲ 0.82%
2
Close
Nov 12, 2024
Opera
▼ 0.51%
3
Close
Nov 12, 2024
Strive FAANG 2.0 ETF
4.9%
▲ 3.23%
4
Buy
Nov 11, 2024
Fidelity MSCI Communication Services Index ETF
7.61%
▲ 5.53%
6
Buy
Nov 11, 2024
Virtus Reaves Utilities ETF
7.16%
▼ 15.37%
6
Buy
Nov 11, 2024
Vanguard S&P 500 ETF
21.17%
▼ 43.11%
9
Sell
Nov 11, 2024
VanEck Fabless Semiconductor ETF
5.71%
▲ 138.93%
9
Sell
Nov 11, 2024
Global X MLP & Energy Infrastructure ETF
5.09%
▲ 88.78%
7
Sell
Nov 11, 2024
Invesco S&P MidCap Momentum ETF
6.01%
▲ 9.16%
5
Buy
Nov 11, 2024
CareTrust REIT
3.97%
0.00%
1
Buy
Nov 11, 2024
Global X Defense Tech ETF
4.93%
0.00%
1
Buy
Nov 11, 2024
Invesco S&P 500 Top 50 ETF
5.05%
0.00%
1
Buy
Nov 11, 2024
JPMorgan U.S. Tech Leaders ETF
5.16%
0.00%
1
Buy
Nov 11, 2024
Schwab U.S. Large-Cap Growth ETF
10.72%
▲ 6.32%
7
Sell
Nov 07, 2024
Invesco NASDAQ 100 ETF
6.52%
▼ 19.75%
9
Sell
Nov 06, 2024
SPDR S&P Insurance ETF
▼ 26.12%
5
Close
Nov 01, 2024
Davis Select Worldwide ETF
▼ 1.64%
2
Sell
Nov 01, 2024