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SoFi Active Brokerage - New Portfolio

Daniel Moses

SoFi Active Brokerage
Individual Investor
Ranked #385,853 out of 781,066 TipRanks' Investors
Success Rate
52%
168 out of 325
profitable transactions
Average Return
1.43%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
14.44% NVDA
10.32% SPMO
8.69% SCHG
6.40% GOOGL
6.17% UBER
53.98% Others
By Assets
63.17% Stocks
27.58% ETFs
9.25% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
30.39% General
26.18% Technology
10.81% Communication Services
6.04% Consumer Defensive
6.03% Consumer Cyclical
20.54% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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SCHG
SCHG
< ETF >
Schwab U.S. Large-Cap Growth ETF
$28.29
$0.37
(1.33%)
premium
5K Buy
2K Hold
244 Sell
Strong Buy
premium
$37.67B
32.66%
XMMO
XMMO
< ETF >
Invesco S&P MidCap Momentum ETF
$129.69
$0.58
(0.45%)
premium
740 Buy
368 Hold
46 Sell
Strong Buy
premium
$4.35B
43.71%
OPRA
Opera
$18.28
$0.53
(2.99%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$3.14B
66.79%
SPMO
SPMO
< ETF >
Invesco S&P 500 Momentum ETF
$98.65
$1.08
(1.11%)
premium
2K Buy
832 Hold
62 Sell
Strong Buy
premium
$4.21B
46.69%
NEE
NextEra Energy
$70.76
$0.61
(0.85%)
premium
8 Buy
5 Hold
1 Sell
Moderate Buy
premium
$146.77B
22.74%
TPB
Turning Point Brands
$57.58
$1.12
(1.98%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.00B
132.36%
TSM
TSMC
$211.50
$3.29
(1.53%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$870.45B
87.12%
UBER
Uber Technologies
$67.34
$1.24
(1.81%)
premium
31 Buy
2 Hold
0 Sell
Strong Buy
premium
$144.41B
3.79%
NVDA
Nvidia
$137.71
$4.14
(3.1%)
premium
36 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.27T
141.14%
AMZN
Amazon
$225.94
$5.28
(2.39%)
premium
48 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.32T
47.19%
GOOGL
Alphabet Class A
$196.00
$3.09
(1.6%)
premium
24 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.37T
36.60%
RTX
RTX
$121.11
$0.65
(0.54%)
premium
7 Buy
8 Hold
0 Sell
Moderate Buy
premium
$160.33B
41.70%
XSMO
XSMO
< ETF >
Invesco S&P SmallCap Momentum ETF
$68.68
$0.37
(0.54%)
premium
494 Buy
332 Hold
36 Sell
Strong Buy
premium
$1.44B
23.71%
COP
Conocophillips
$105.85
$0.24
(0.23%)
premium
18 Buy
1 Hold
0 Sell
Strong Buy
premium
$136.61B
-1.01%
IRM
Iron Mountain
$109.22
$1.03
(0.93%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$32.35B
65.64%
ABBV
AbbVie
$171.56
$2.14
(1.23%)
premium
13 Buy
6 Hold
0 Sell
Moderate Buy
premium
$306.95B
5.06%
MFC
Manulife Financial
$30.61
$0.22
(0.71%)
premium
7 Buy
2 Hold
0 Sell
Strong Buy
premium
$53.66B
45.76%