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SoFi Self-directed - New Portfolio

Johnathan Enz

SoFi Self-directed
Individual Investor
Ranked #61,429 out of 833,681 TipRanks' Investors
Success Rate
78%
94 out of 121
profitable transactions
Average Return
14.69%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.01%
6-Month Return▲ 8.96%
12-Month Return▲ 17.16%
YTD Return▲ 18.39%
Total Return▲ 30.93%

Best Trade

Opened at
Closed at-
Gain▲ 131.74%

Bio

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 2.13%
May 2025
▲ 9.25%
▲ 5.14%
▲ 3.14%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 0.18%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.92%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 0.71%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.35%
Oct 2025
▼ 3.57%
▲ 0.19%
▲ 3.06%
Nov 2025
▲ 0.76%
▲ 0.97%
▼ 0.90%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 2.13%
▲ 9.25%▲ 5.14%▲ 3.14%
▲ 7.60%▲ 2.30%▼ 0.18%
▲ 2.76%▲ 2.05%▲ 4.92%
▲ 12.88%▲ 3.56%▲ 0.71%
▲ 10.96%▲ 2.38%▼ 0.35%
▼ 3.57%▲ 0.19%▲ 3.06%
▲ 0.76%▲ 0.97%▼ 0.90%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nordic American Tanker
1.56%
▲ 23.07%
6
Buy
Jan 29, 2025
Ford Motor
6.96%
▲ 13.17%
9
Buy
Jan 23, 2025
Vanguard Total International Bond ETF
1.74%
▲ 2.31%
3
Buy
Jan 17, 2025
Amcor
1.91%
▼ 15.72%
4
Buy
Jan 17, 2025
Intel
1.87%
▲ 70.23%
1
Buy
Jan 17, 2025
Pfizer
3.45%
▼ 15.13%
12
Buy
Jan 15, 2025
Telefonica
0.31%
▲ 8.37%
3
Buy
Jan 15, 2025
AT&T
1.88%
▲ 39.04%
15
Buy
Dec 26, 2024
iShares Core U.S. Aggregate Bond ETF
3.07%
▲ 2.89%
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
14.13%
▲ 62.59%
2
Buy
Dec 26, 2024
Schwab US Aggregate Bond ETF
0.84%
▲ 4.24%
2
Buy
Dec 24, 2024
iShares Core Dividend Growth ETF
3.58%
▲ 13.89%
1
Buy
Dec 23, 2024
Schwab U.S. Large-Cap ETF
4.18%
▲ 19.01%
1
Buy
Oct 11, 2024
Vanguard International High Dividend Yield ETF
12.03%
▲ 33.85%
5
Buy
Aug 05, 2024
SPDR Portfolio S&P 500 High Dividend ETF
9.97%
▲ 13.75%
10
Buy
Jun 18, 2024
iShares Core High Dividend ETF
8.11%
▲ 15.52%
3
Buy
Apr 25, 2024
Vanguard High Dividend Yield Index ETF
8.89%
▲ 26.46%
3
Buy
Apr 25, 2024