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SoFi Self-directed - New Portfolio

Johnathan Enz

SoFi Self-directed
Individual Investor
Ranked #309,365 out of 794,749 TipRanks' Investors
Success Rate
46%
55 out of 121
profitable transactions
Average Return
3.39%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 8.37%
6-Month Return▼ 0.47%
12-Month Return▲ 13.87%
YTD Return▼ 2.28%
Total Return▲ 8.07%

Best Trade

Opened at
Closed at-
Gain▲ 109.86%

Bio

Performance

26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▲ 3.29%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 1.02%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 4.70%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 4.27%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 3.31%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 3.24%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.15%
Mar 2025
▼ 17.84%
▼ 9.67%
▼ 8.24%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%▲ 3.29%
▲ 10.00%▼ 0.89%▲ 1.02%
▲ 26.01%▲ 5.96%▲ 4.70%
▲ 5.33%▼ 2.41%▼ 4.27%
▲ 5.87%▲ 2.69%▲ 3.31%
▼ 12.86%▼ 1.27%▲ 3.24%
▼ 1.80%▼ 5.57%▼ 0.15%
▼ 17.84%▼ 9.67%▼ 8.24%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nordic American Tanker
1.28%
▼ 14.43%
6
Buy
Jan 29, 2025
Ford Motor
5.69%
▼ 17.93%
9
Buy
Jan 23, 2025
Vanguard Total International Bond ETF
2.07%
▲ 3.43%
3
Buy
Jan 17, 2025
Amcor
2.42%
▼ 9.09%
4
Buy
Jan 17, 2025
Intel
1.18%
▼ 8.35%
1
Buy
Jan 17, 2025
Pfizer
3.69%
▼ 22.81%
12
Buy
Jan 15, 2025
Telefonica
0.4%
▲ 20.59%
3
Buy
Jan 15, 2025
AT&T
2.43%
▲ 52.51%
15
Buy
Dec 26, 2024
iShares Core U.S. Aggregate Bond ETF
3.56%
▲ 1.24%
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
15.06%
▲ 47.24%
2
Buy
Dec 26, 2024
Schwab US Aggregate Bond ETF
0.97%
▲ 2.68%
2
Buy
Dec 24, 2024
iShares Core Dividend Growth ETF
3.38%
▼ 8.77%
1
Buy
Dec 23, 2024
Schwab U.S. Large-Cap ETF
3.6%
▼ 12.88%
1
Buy
Oct 11, 2024
Vanguard International High Dividend Yield ETF
10.39%
▼ 1.75%
5
Buy
Aug 05, 2024
SPDR Portfolio S&P 500 High Dividend ETF
10.78%
▲ 4.55%
10
Buy
Jun 18, 2024
iShares Core High Dividend ETF
8.63%
▲ 4.45%
3
Buy
Apr 25, 2024
Vanguard High Dividend Yield Index ETF
8.42%
▲ 1.75%
3
Buy
Apr 25, 2024