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SoFi Self-directed - New Portfolio

Johnathan Enz

SoFi Self-directed
Individual Investor
Ranked #45,550 out of 809,057 TipRanks' Investors
Success Rate
79%
95 out of 121
profitable transactions
Average Return
12.04%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.10%
6-Month Return▲ 8.21%
12-Month Return▲ 20.32%
YTD Return▲ 10.22%
Total Return▲ 21.90%

Best Trade

Opened at
Closed at-
Gain▲ 127.36%

Bio

Performance

14.83%0-14.83%
▲ 5.10%
▼ 2.41%
▼ 4.27%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 3.33%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 3.24%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.15%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 1.69%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 2.13%
May 2025
▲ 6.24%
▲ 5.14%
▲ 3.14%
Jun 2025
▲ 14.83%
▲ 1.65%
▼ 0.07%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 4.27%
▲ 6.03%▲ 2.69%▲ 3.33%
▼ 12.86%▼ 1.27%▲ 3.24%
▼ 1.80%▼ 5.57%▼ 0.15%
▲ 1.84%▼ 0.87%▼ 1.69%
▲ 12.20%▲ 6.28%▲ 2.13%
▲ 6.24%▲ 5.14%▲ 3.14%
▲ 14.83%▲ 1.65%▼ 0.07%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nordic American Tanker
1.3%
▼ 2.42%
6
Buy
Jan 29, 2025
Ford Motor
6.15%
▼ 3.19%
9
Buy
Jan 23, 2025
Vanguard Total International Bond ETF
1.86%
▲ 4.13%
3
Buy
Jan 17, 2025
Amcor
2.32%
▼ 2.77%
4
Buy
Jan 17, 2025
Intel
1.25%
▲ 8.18%
1
Buy
Jan 17, 2025
Pfizer
3.57%
▼ 16.53%
12
Buy
Jan 15, 2025
Telefonica
0.42%
▲ 40.69%
3
Buy
Jan 15, 2025
AT&T
2.18%
▲ 53.14%
15
Buy
Dec 26, 2024
iShares Core U.S. Aggregate Bond ETF
3.18%
▲ 1.14%
4
Buy
Dec 26, 2024
Global X Russell 2000 Covered Call ETF
▲ 0.85%
5
Close
Dec 26, 2024
ProShares Bitcoin Strategy ETF
▲ 10.17%
7
Close
Dec 26, 2024
JPMorgan Equity Premium Income ETF
▲ 3.27%
6
Close
Dec 26, 2024
Schwab US Dividend Equity ETF
14.6%
▲ 59.52%
2
Buy
Dec 26, 2024
Schwab US Aggregate Bond ETF
0.87%
▲ 2.59%
2
Buy
Dec 24, 2024
iShares Core Dividend Growth ETF
3.5%
▲ 5.59%
1
Buy
Dec 23, 2024
Schwab U.S. Large-Cap ETF
4.03%
▲ 8.89%
1
Buy
Oct 11, 2024
Vanguard International High Dividend Yield ETF
11.26%
▲ 18.93%
5
Buy
Aug 05, 2024
SPDR Portfolio S&P 500 High Dividend ETF
10.55%
▲ 14.30%
10
Buy
Jun 18, 2024
iShares Core High Dividend ETF
8.35%
▲ 12.95%
3
Buy
Apr 25, 2024
Vanguard High Dividend Yield Index ETF
8.73%
▲ 17.95%
3
Buy
Apr 25, 2024