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SoFi Self-directed - New Portfolio
Morrie Yedor
SoFi Self-directedIndividual Investor
Ranked #530,775 out of 831,456 TipRanks' Investors
Success Rate
55 out of 249
profitable transactions
profitable transactions
Average Return
-7.01%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.26%
6-Month Return▲ 7.16%
12-Month Return-
YTD Return▲ 4.46%
Total Return▲ 4.46%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 4.19%
May 2025
▲ 9.25%
▲ 5.14%
▲ 3.66%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.55%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.15%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 1.85%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.88%
Oct 2025
▼ 3.44%
▲ 0.19%
▲ 2.21%
Nov 2025
▲ 1.44%
▲ 0.34%
▲ 1.23%
Dec 2025
▲ 11.63%▲ 6.28%▲ 4.19%
▲ 9.25%▲ 5.14%▲ 3.66%
▲ 7.60%▲ 2.30%▲ 1.55%
▲ 2.76%▲ 2.05%▲ 2.15%
▲ 12.88%▲ 3.56%▼ 1.85%
▲ 10.96%▲ 2.38%▼ 0.88%
▼ 3.44%▲ 0.19%▲ 2.21%
▲ 1.44%▲ 0.34%▲ 1.23%
Recent Activity
Calamos Strategic Total Return Fund
3.26%
▲ 28.72%
11
Buy
Nov 21, 2025
Hercules Capital
4.07%
▼ 43.85%
6
Buy
Nov 20, 2025
Cornerstone Total Return Fund Inc
―
▼ 3.80%
10
Close
Nov 20, 2025
Cornerstone Strategic Value Fund Inc
―
▼ 10.72%
11
Close
Nov 20, 2025
REX NVDA Growth & Income ETF
3.87%
▼ 15.90%
9
Buy
Nov 20, 2025
Oneok
2.54%
▼ 19.48%
11
Buy
Nov 14, 2025
Main Street Capital
3.53%
▼ 49.88%
11
Buy
Nov 14, 2025
Realty Income
4.69%
▼ 17.05%
10
Buy
Nov 14, 2025
OneMain Holdings
6.45%
▲ 70.91%
6
Buy
Nov 14, 2025
Goldman Sachs S&P 500 Core Premium Income ETF
6.08%
▼ 37.46%
5
Buy
Nov 07, 2025
Gladstone Capital
1.77%
▼ 36.44%
8
Buy
Oct 31, 2025
Capital Southwest
3.57%
▲ 0.07%
9
Buy
Oct 31, 2025
BlackRock Science and Technology Trust II
―
▲ 69.96%
8
Close
Oct 31, 2025
Amplify CWP Enhanced Dividend Income ETF
5.55%
▲ 23.22%
8
Buy
Oct 31, 2025
Blackrock Health Sciences Trust
2.32%
▼ 31.45%
5
Buy
Oct 31, 2025
Amplify CWP Growth & Income ETF
3.55%
▼ 15.31%
3
Buy
Oct 31, 2025
FT Cboe Vest Rising Dividend Achievers Target Income ETF
7.74%
▼ 17.98%
4
Buy
Oct 31, 2025
NEOS S&P 500 High Income ETF
1.6%
▲ 50.35%
8
Buy
Oct 24, 2025
Blue Owl Capital
2.45%
▼ 29.54%
8
Buy
Oct 16, 2025
Altria Group
7.09%
▲ 51.21%
6
Buy
Oct 10, 2025