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SoFi Active Brokerage - New Portfolio

Mark Herrick

SoFi Active Brokerage
Individual Investor
Ranked #427,016 out of 858,896 TipRanks' Investors
Success Rate
43%
145 out of 338
profitable transactions
Average Return
19.13%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.06%
6-Month Return▲ 31.36%
12-Month Return▲ 70.87%
YTD Return▲ 20.99%
Total Return▲ 57.26%

Best Trade

Opened at
Closed at-
Gain▲ 1232.56%

Bio

Focused on companies with solid free cash flow generation- especially those involving commodities and industrials.

Performance

14.31%0-14.31%
▲ 12.88%
▲ 3.56%
▲ 6.36%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 2.26%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 7.83%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 3.20%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 8.93%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 14.31%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 5.11%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 2.41%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 6.36%
▲ 10.96%▲ 2.38%▼ 2.26%
▼ 3.68%▲ 0.19%▲ 7.83%
▼ 0.10%▲ 0.08%▲ 3.20%
▲ 4.06%▲ 1.47%▲ 8.93%
▼ 1.12%▼ 0.86%▲ 14.31%
▲ 0.60%▼ 4.94%▼ 5.11%
▲ 4.89%▲ 4.48%▲ 2.41%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Carlisle Companies
2.98%
▼ 8.94%
9
Buy
Feb 26, 2026
Energy Transfer
13.58%
▲ 28.84%
11
Buy
Feb 20, 2026
iShares Silver Trust
▲ 73.07%
11
Sell
Feb 19, 2026
Miami International Holdings, Inc.
1.34%
▲ 27.06%
9
Buy
Feb 19, 2026
Honeywell International
1.75%
▲ 10.52%
6
Sell
Feb 19, 2026
BHP Group
1.63%
▲ 3.40%
4
Buy
Feb 19, 2026
Freeport-McMoRan
0.65%
▲ 10.50%
1
Buy
Feb 19, 2026
Ero Copper
0.66%
▲ 5.38%
1
Buy
Feb 19, 2026
Enterprise Products Partners
6.69%
▲ 5.69%
14
Buy
Feb 13, 2026
Western Midstream Partners
7.59%
▼ 5.80%
18
Buy
Feb 13, 2026
Antero Midstream
2.74%
▼ 39.50%
8
Buy
Feb 12, 2026
Exxon Mobil
1.14%
▲ 3.05%
2
Buy
Feb 03, 2026
Canadian National Railway
5.4%
▲ 5.51%
21
Buy
Jan 30, 2026
Silvercorp Metals
6.14%
▲ 231.33%
29
Sell
Jan 22, 2026
B2Gold
3.97%
▲ 21.04%
16
Sell
Jan 21, 2026
Newmont Mining
5.89%
▼ 20.31%
16
Sell
Jan 21, 2026
Pan American Silver
3.07%
▲ 49.37%
11
Sell
Jan 21, 2026
Canadian Natural
11.03%
▲ 43.21%
23
Buy
Jan 07, 2026
Suncor Energy
11.35%
▲ 27.73%
20
Buy
Jan 05, 2026
CME Group
2.4%
▼ 12.77%
9
Buy
Dec 30, 2025