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SoFi Self-directed - New Portfolio

PerformancePortfolio Details

Johnathan Enz

SoFi Self-directed
Individual Investor
Ranked #30,285 out of 858,889 TipRanks' Investors
Success Rate
83%
100 out of 121
profitable transactions
Average Return
22.80%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.14%
6-Month Return▲ 12.38%
12-Month Return▲ 27.20%
YTD Return▲ 7.46%
Total Return▲ 40.91%

Best Trade

AssetIntel (INTC)
Opened at
Closed at-
Gain▲ 192.12%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 0.71%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.35%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 2.63%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.33%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 5.71%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 6.11%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 4.79%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 0.62%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 0.71%
▲ 10.96%▲ 2.38%▼ 0.35%
▼ 3.68%▲ 0.19%▲ 2.63%
▼ 0.10%▲ 0.08%▼ 0.33%
▲ 4.06%▲ 1.47%▲ 5.71%
▼ 1.12%▼ 0.86%▲ 6.11%
▲ 0.60%▼ 4.94%▼ 4.79%
▲ 4.89%▲ 4.48%▲ 0.62%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
NAT
Nordic American Tanker
2.47%
▲ 108.28%
6
Buy
Jan 29, 2025
F
Ford Motor
5.94%
▲ 4.26%
9
Buy
Jan 23, 2025
BNDX
Vanguard Total International Bond ETF
1.61%
▲ 1.61%
3
Buy
Jan 17, 2025
AMCR
Amcor
1.78%
▼ 16.10%
4
Buy
Jan 17, 2025
INTC
Intel
3%
▲ 192.12%
1
Buy
Jan 17, 2025
PFE
Pfizer
3.49%
▼ 8.18%
12
Buy
Jan 15, 2025
TELFY
Telefonica
0.32%
▲ 22.41%
3
Buy
Jan 15, 2025
T
AT&T
1.91%
▲ 50.41%
15
Buy
Dec 26, 2024
AGG
iShares Core U.S. Aggregate Bond ETF
2.86%
▲ 2.39%
4
Buy
Dec 26, 2024
RYLD
Global X Russell 2000 Covered Call ETF
―
▲ 0.85%
5
Close
Dec 26, 2024
BITO
ProShares Bitcoin Strategy ETF
―
▲ 10.17%
7
Close
Dec 26, 2024
JEPI
JPMorgan Equity Premium Income ETF
―
▲ 3.27%
6
Close
Dec 26, 2024
SCHD
Schwab US Dividend Equity ETF
14.68%
▲ 80.42%
2
Buy
Dec 26, 2024
SCHZ
Schwab US Aggregate Bond ETF
0.78%
▲ 3.71%
2
Buy
Dec 24, 2024
DGRO
iShares Core Dividend Growth ETF
3.45%
▲ 17.02%
1
Buy
Dec 23, 2024
SCHX
Schwab U.S. Large-Cap ETF
3.86%
▲ 17.21%
1
Buy
Oct 11, 2024
VYMI
Vanguard International High Dividend Yield ETF
12.29%
▲ 46.08%
5
Buy
Aug 05, 2024
SPYD
SPDR Portfolio S&P 500 High Dividend ETF
9.89%
▲ 20.60%
10
Buy
Jun 18, 2024
HDV
iShares Core High Dividend ETF
8.37%
▲ 27.28%
3
Buy
Apr 25, 2024
VYM
Vanguard High Dividend Yield Index ETF
8.76%
▲ 33.16%
3
Buy
Apr 25, 2024