tiprankstipranks

SoFi Self-directed - New Portfolio

brendan burke

SoFi Self-directed
Individual Investor
Ranked #429,173 out of 859,402 TipRanks' Investors
Success Rate
80%
4 out of 5
profitable transactions
Average Return
8.04%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.51%
6-Month Return▲ 7.92%
12-Month Return▲ 17.96%
YTD Return▲ 8.52%
Total Return▲ 17.72%

Best Trade

Opened at
Closed at
Gain▲ 21.41%

Bio

Performance

13.18%0-13.18%
▲ 12.88%
▲ 3.56%
▼ 0.86%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 6.46%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 2.20%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.56%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 6.07%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 11.24%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 9.87%
Mar 2026
▲ 13.18%
▲ 7.89%
▲ 2.04%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▼ 0.86%
▲ 10.96%▲ 2.38%▼ 6.46%
▼ 3.68%▲ 0.19%▲ 2.20%
▼ 0.10%▲ 0.08%▼ 0.56%
▲ 4.06%▲ 1.47%▲ 6.07%
▼ 1.12%▼ 0.86%▲ 11.24%
▲ 0.60%▼ 4.94%▼ 9.87%
▲ 13.18%▲ 7.89%▲ 2.04%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Carrier Global
▲ 10.40%
8
Close
Nov 26, 2024
Illinois Tool Works
0.01%
▼ 1.39%
1
Buy
Nov 21, 2024