tiprankstipranks
Trending News
More News >

SoFi Self-directed - New Portfolio

Johnathan Enz

SoFi Self-directed
Individual Investor
Ranked #51,669 out of 797,896 TipRanks' Investors
Success Rate
72%
87 out of 121
profitable transactions
Average Return
9.78%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.85%
6-Month Return▲ 6.99%
12-Month Return▲ 23.35%
YTD Return▲ 5.64%
Total Return▲ 16.84%

Best Trade

Opened at
Closed at-
Gain▲ 119.29%

Bio

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▲ 1.02%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 4.70%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 4.27%
Dec 2024
▲ 6.00%
▲ 2.69%
▲ 3.36%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 3.24%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.15%
Mar 2025
▲ 1.74%
▼ 0.87%
▼ 1.60%
Apr 2025
▲ 1.60%
▲ 2.20%
▲ 0.77%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▲ 1.02%
▲ 25.97%▲ 5.96%▲ 4.70%
▲ 5.39%▼ 2.41%▼ 4.27%
▲ 6.00%▲ 2.69%▲ 3.36%
▼ 12.86%▼ 1.27%▲ 3.24%
▼ 1.80%▼ 5.57%▼ 0.15%
▲ 1.74%▼ 0.87%▼ 1.60%
▲ 1.60%▲ 2.20%▲ 0.77%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nordic American Tanker
1.31%
▼ 5.33%
6
Buy
Jan 29, 2025
Ford Motor
5.89%
▼ 9.95%
9
Buy
Jan 23, 2025
Vanguard Total International Bond ETF
1.94%
▲ 4.21%
3
Buy
Jan 17, 2025
Amcor
2.36%
▼ 5.02%
4
Buy
Jan 17, 2025
Intel
1.16%
▼ 3.44%
1
Buy
Jan 17, 2025
Pfizer
3.67%
▼ 17.45%
12
Buy
Jan 15, 2025
Telefonica
0.43%
▲ 37.16%
3
Buy
Jan 15, 2025
AT&T
2.33%
▲ 56.95%
15
Buy
Dec 26, 2024
iShares Core U.S. Aggregate Bond ETF
3.3%
▲ 0.98%
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
14.64%
▲ 53.85%
2
Buy
Dec 26, 2024
Schwab US Aggregate Bond ETF
0.9%
▲ 2.46%
2
Buy
Dec 24, 2024
iShares Core Dividend Growth ETF
3.41%
▼ 0.88%
1
Buy
Dec 23, 2024
Schwab U.S. Large-Cap ETF
3.77%
▼ 1.88%
1
Buy
Oct 11, 2024
Vanguard International High Dividend Yield ETF
11.18%
▲ 13.67%
5
Buy
Aug 05, 2024
SPDR Portfolio S&P 500 High Dividend ETF
10.72%
▲ 11.80%
10
Buy
Jun 18, 2024
iShares Core High Dividend ETF
8.44%
▲ 9.79%
3
Buy
Apr 25, 2024
Vanguard High Dividend Yield Index ETF
8.49%
▲ 10.25%
3
Buy
Apr 25, 2024