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SoFi Active Brokerage - New Portfolio

Mark Herrick

SoFi Active Brokerage
Individual Investor
Ranked #507,057 out of 849,613 TipRanks' Investors
Success Rate
40%
126 out of 319
profitable transactions
Average Return
15.72%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.84%
6-Month Return▲ 31.76%
12-Month Return▲ 51.96%
YTD Return▲ 7.95%
Total Return▲ 40.18%

Best Trade

Opened at
Closed at-
Gain▲ 1210.55%

Bio

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

Performance

12.88%0-12.88%
▲ 9.25%
▲ 5.14%
▲ 5.55%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 0.37%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 5.67%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 6.36%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 2.26%
Oct 2025
▼ 3.58%
▲ 0.19%
▲ 7.74%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 3.20%
Dec 2025
▲ 3.05%
▲ 1.43%
▲ 7.95%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 9.25%▲ 5.14%▲ 5.55%
▲ 7.60%▲ 2.30%▲ 0.37%
▲ 2.76%▲ 2.05%▲ 5.67%
▲ 12.88%▲ 3.56%▲ 6.36%
▲ 10.96%▲ 2.38%▼ 2.26%
▼ 3.58%▲ 0.19%▲ 7.74%
▼ 0.10%▲ 0.08%▲ 3.20%
▲ 3.05%▲ 1.43%▲ 7.95%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Silvercorp Metals
8.76%
▲ 226.17%
27
Sell
Jan 16, 2026
Canadian Natural
9.13%
▲ 16.72%
23
Buy
Jan 07, 2026
Antero Midstream
2.51%
▼ 41.08%
7
Buy
Jan 06, 2026
Western Midstream Partners
8.01%
▲ 1.90%
16
Buy
Jan 06, 2026
Suncor Energy
9.79%
▲ 4.60%
20
Buy
Jan 05, 2026
Pan American Silver
3.68%
▲ 43.05%
10
Buy
Jan 02, 2026
iShares Silver Trust
0.96%
▲ 100.05%
8
Sell
Jan 02, 2026
Miami International Holdings, Inc.
1.24%
▲ 5.95%
6
Buy
Jan 02, 2026
Canadian National Railway
4.89%
▼ 4.90%
20
Buy
Dec 31, 2025
Carlisle Companies
3.44%
▲ 6.20%
8
Buy
Dec 31, 2025
CME Group
2.54%
▼ 17.44%
9
Buy
Dec 30, 2025
Union Pacific
6.6%
▼ 11.40%
13
Buy
Dec 30, 2025
Newmont Mining
6.89%
▼ 22.54%
15
Buy
Dec 23, 2025
Honeywell International
2.09%
▲ 11.14%
4
Buy
Dec 22, 2025
CSX
▼ 8.44%
15
Sell
Dec 11, 2025
S&P Global
1.3%
▼ 22.32%
3
Buy
Dec 11, 2025
Enterprise Products Partners
6.48%
▲ 0.46%
13
Buy
Dec 10, 2025
Energy Transfer
13.49%
▲ 31.85%
10
Buy
Dec 10, 2025
Visa
1.97%
▼ 30.18%
8
Buy
Dec 02, 2025
B2Gold
4.39%
▲ 14.58%
15
Buy
Nov 14, 2025