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SoFi Active Brokerage - New Portfolio

Johnathan Enz

SoFi Active Brokerage
Individual Investor
Ranked #39,281 out of 858,885 TipRanks' Investors
Success Rate
85%
70 out of 82
profitable transactions
Average Return
16.92%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.22%
6-Month Return▲ 3.52%
12-Month Return▲ 15.48%
YTD Return▲ 2.83%
Total Return▲ 35.62%

Best Trade

Opened at
Closed at-
Gain▲ 83.88%

Bio

Dividend ETFs with CC drivers

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 0.30%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 2.39%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 1.38%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.49%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.56%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 2.30%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 4.01%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 1.12%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 0.30%
▲ 10.96%▲ 2.38%▼ 2.39%
▼ 3.68%▲ 0.19%▲ 1.38%
▼ 0.10%▲ 0.08%▲ 0.49%
▲ 4.06%▲ 1.47%▲ 3.56%
▼ 1.12%▼ 0.86%▲ 2.30%
▲ 0.60%▼ 4.94%▼ 4.01%
▲ 4.89%▲ 4.48%▲ 1.12%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Global X Russell 2000 Covered Call ETF
2.21%
▼ 7.81%
4
Buy
Nov 22, 2024
iShares Core U.S. Aggregate Bond ETF
2.21%
▲ 1.59%
3
Buy
Nov 22, 2024
Krispy Kreme
▲ 2.91%
2
Close
Nov 14, 2024
Schwab US Dividend Equity ETF
15.12%
▼ 15.00%
2
Buy
Nov 14, 2024
Schwab US Aggregate Bond ETF
0.65%
▼ 0.68%
1
Buy
Nov 14, 2024
Vanguard Total International Bond ETF
1.07%
▼ 3.88%
1
Buy
Nov 13, 2024
JPMorgan Equity Premium Income ETF
8%
▲ 1.02%
5
Buy
Oct 25, 2024
Schwab U.S. Large-Cap ETF
4.46%
▲ 17.21%
1
Buy
Oct 11, 2024
ProShares Bitcoin Strategy ETF
2.24%
▼ 54.30%
6
Buy
Oct 11, 2024
AT&T
1.62%
▲ 55.52%
14
Buy
Aug 30, 2024
Vanguard International High Dividend Yield ETF
14.23%
▲ 46.08%
5
Buy
Aug 05, 2024
SPDR Portfolio S&P 500 High Dividend ETF
11.45%
▲ 20.60%
10
Buy
Jun 18, 2024
iShares Core High Dividend ETF
9.69%
▲ 27.28%
3
Buy
Apr 25, 2024
Vanguard High Dividend Yield Index ETF
10.15%
▲ 33.16%
3
Buy
Apr 25, 2024
BlackRock Enhanced Equity Dividend Trust
8.54%
▲ 12.98%
21
Buy
Feb 08, 2024
Invesco S&P 500 High Dividend Low Volatility ETF
8.28%
▲ 20.62%
4
Buy
Feb 08, 2024