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SoFi Self-directed - New Portfolio

Johnathan Enz

SoFi Self-directed
Individual Investor
Ranked #56,900 out of 803,890 TipRanks' Investors
Success Rate
74%
89 out of 121
profitable transactions
Average Return
11.77%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.38%
6-Month Return▲ 7.03%
12-Month Return▲ 25.55%
YTD Return▲ 8.83%
Total Return▲ 20.36%

Best Trade

Opened at
Closed at-
Gain▲ 126.52%

Bio

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 4.70%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 4.27%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 3.36%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 3.24%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.15%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 1.69%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 2.13%
May 2025
▲ 5.75%
▲ 2.25%
▲ 1.74%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 4.70%
▲ 5.10%▼ 2.41%▼ 4.27%
▲ 6.03%▲ 2.69%▲ 3.36%
▼ 12.86%▼ 1.27%▲ 3.24%
▼ 1.80%▼ 5.57%▼ 0.15%
▲ 1.83%▼ 0.87%▼ 1.69%
▲ 12.21%▲ 6.28%▲ 2.13%
▲ 5.75%▲ 2.25%▲ 1.74%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nordic American Tanker
1.37%
▲ 0.86%
6
Buy
Jan 29, 2025
Ford Motor
5.94%
▼ 7.33%
9
Buy
Jan 23, 2025
Vanguard Total International Bond ETF
1.89%
▲ 4.34%
3
Buy
Jan 17, 2025
Amcor
2.27%
▼ 6.34%
4
Buy
Jan 17, 2025
Intel
1.14%
▼ 2.88%
1
Buy
Jan 17, 2025
Pfizer
3.61%
▼ 16.77%
12
Buy
Jan 15, 2025
Telefonica
0.44%
▲ 46.39%
3
Buy
Jan 15, 2025
AT&T
2.3%
▲ 58.99%
15
Buy
Dec 26, 2024
iShares Core U.S. Aggregate Bond ETF
3.22%
▲ 0.78%
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
14.77%
▲ 58.93%
2
Buy
Dec 26, 2024
Schwab US Aggregate Bond ETF
0.88%
▲ 2.15%
2
Buy
Dec 24, 2024
iShares Core Dividend Growth ETF
3.44%
▲ 2.33%
1
Buy
Dec 23, 2024
Schwab U.S. Large-Cap ETF
3.93%
▲ 4.51%
1
Buy
Oct 11, 2024
Vanguard International High Dividend Yield ETF
11.46%
▲ 19.30%
5
Buy
Aug 05, 2024
SPDR Portfolio S&P 500 High Dividend ETF
10.52%
▲ 12.32%
10
Buy
Jun 18, 2024
iShares Core High Dividend ETF
8.35%
▲ 11.19%
3
Buy
Apr 25, 2024
Vanguard High Dividend Yield Index ETF
8.64%
▲ 14.94%
3
Buy
Apr 25, 2024