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SoFi Self-directed - New Portfolio

brendan burke

SoFi Self-directed
Individual Investor
Ranked #276,253 out of 793,836 TipRanks' Investors
Success Rate
80%
4 out of 5
profitable transactions
Average Return
6.62%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.64%
6-Month Return▼ 13.11%
12-Month Return-
YTD Return▼ 1.96%
Total Return▲ 6.82%

Best Trade

Opened at
Closed at
Gain▲ 21.41%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 11.16%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 10.59%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 9.42%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 6.46%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 8.09%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 3.10%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.86%
Feb 2025
▼ 1.65%
▼ 6.20%
▼ 6.64%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 11.16%
▲ 2.93%▲ 2.10%▲ 10.59%
▲ 10.00%▼ 0.89%▼ 9.42%
▲ 26.01%▲ 5.96%▲ 6.46%
▲ 5.33%▼ 2.41%▼ 8.09%
▲ 5.89%▲ 2.69%▲ 3.10%
▼ 12.86%▼ 1.27%▲ 1.86%
▼ 1.65%▼ 6.20%▼ 6.64%

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%
▼ 8.50%
1
Buy
Nov 21, 2024