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SoFi Active Brokerage - New Portfolio

PerformancePortfolio Details

Johnathan Enz

SoFi Active Brokerage
Individual Investor
Ranked #18,637 out of 788,174 TipRanks' Investors
Success Rate
89%
73 out of 82
profitable transactions
Average Return
16.34%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.34%
6-Month Return▲ 16.46%
12-Month Return▲ 31.94%
YTD Return▲ 8.11%
Total Return▲ 24.58%

Best Trade

AssetAT&T (T)
Opened at
Closed at-
Gain▲ 81.72%

Bio

Dividend ETFs with CC drivers

Performance

26.04%0-26.04%
▲ 8.13%
▲ 1.21%
▲ 5.07%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.64%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.63%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 1.40%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 5.62%
Nov 2024
▲ 5.81%
▼ 2.41%
▼ 4.80%
Dec 2024
▲ 4.98%
▲ 2.69%
▲ 5.08%
Jan 2025
▼ 8.93%
▲ 1.85%
▲ 2.89%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 5.07%
▼ 13.14%▲ 2.34%▲ 2.64%
▲ 2.93%▲ 2.10%▲ 3.63%
▲ 9.99%▼ 0.89%▲ 1.40%
▲ 26.04%▲ 5.96%▲ 5.62%
▲ 5.81%▼ 2.41%▼ 4.80%
▲ 4.98%▲ 2.69%▲ 5.08%
▼ 8.93%▲ 1.85%▲ 2.89%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
RYLD
Global X Russell 2000 Covered Call ETF
2.5%
▲ 1.13%
4
Buy
Nov 22, 2024
AGG
iShares Core U.S. Aggregate Bond ETF
2.28%
▼ 0.17%
3
Buy
Nov 22, 2024
DNUT
Krispy Kreme
―
▲ 2.91%
2
Close
Nov 14, 2024
SCHD
Schwab US Dividend Equity ETF
14.69%
▼ 21.23%
2
Buy
Nov 14, 2024
SCHZ
Schwab US Aggregate Bond ETF
0.67%
▼ 2.22%
1
Buy
Nov 14, 2024
BNDX
Vanguard Total International Bond ETF
1.14%
▼ 1.94%
1
Buy
Nov 13, 2024
JEPI
JPMorgan Equity Premium Income ETF
8.66%
▲ 4.83%
5
Buy
Oct 25, 2024
SCHX
Schwab U.S. Large-Cap ETF
4.19%
▲ 5.91%
1
Buy
Oct 11, 2024
BITO
ProShares Bitcoin Strategy ETF
5.32%
▲ 3.95%
6
Buy
Oct 11, 2024
T
AT&T
1.69%
▲ 53.70%
14
Buy
Aug 30, 2024
VYMI
Vanguard International High Dividend Yield ETF
10.98%
▲ 7.93%
5
Buy
Aug 05, 2024
SPYD
SPDR Portfolio S&P 500 High Dividend ETF
11.73%
▲ 17.81%
10
Buy
Jun 18, 2024
HDV
iShares Core High Dividend ETF
9.1%
▲ 13.61%
3
Buy
Apr 25, 2024
VYM
Vanguard High Dividend Yield Index ETF
9.39%
▲ 17.87%
3
Buy
Apr 25, 2024
BDJ
BlackRock Enhanced Equity Dividend Trust
8.79%
▲ 11.10%
21
Buy
Feb 08, 2024
SPHD
Invesco S&P 500 High Dividend Low Volatility ETF
8.77%
▲ 21.62%
4
Buy
Feb 08, 2024