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SoFi Self-directed - New Portfolio
Morrie Yedor
SoFi Self-directedIndividual Investor
Ranked #529,965 out of 833,213 TipRanks' Investors
Success Rate
54 out of 264
profitable transactions
profitable transactions
Average Return
-9.79%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.14%
6-Month Return▲ 5.42%
12-Month Return-
YTD Return▲ 3.20%
Total Return▲ 3.20%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 4.19%
May 2025
▲ 9.25%
▲ 5.14%
▲ 3.65%
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
▼ 3.57%
▲ 0.19%
▲ 2.21%
Nov 2025
▼ 0.06%
▼ 0.12%
▲ 0.01%
Dec 2025
▲ 11.63%▲ 6.28%▲ 4.19%
▲ 9.25%▲ 5.14%▲ 3.65%
▲ 7.60%▲ 2.30%▲ 1.55%
▲ 2.76%▲ 2.05%▲ 2.15%
▲ 12.88%▲ 3.56%▼ 1.85%
▲ 10.96%▲ 2.38%▼ 0.88%
▼ 3.57%▲ 0.19%▲ 2.21%
▼ 0.06%▼ 0.12%▲ 0.01%
Recent Activity
Ares Capital
―
▼ 28.33%
7
Close
Dec 23, 2025
Realty Income
―
▼ 25.23%
12
Close
Dec 23, 2025
Sixth Street Specialty Lending
2.2%
▼ 36.44%
8
Buy
Dec 19, 2025
Calamos Strategic Total Return Fund
3.53%
▲ 28.10%
12
Buy
Dec 19, 2025
REX NVDA Growth & Income ETF
4.3%
▼ 14.13%
11
Buy
Dec 18, 2025
UnitedHealth
2.11%
▲ 44.19%
9
Buy
Dec 17, 2025
Clearway Energy
3.16%
▼ 51.77%
9
Buy
Dec 16, 2025
Main Street Capital
3.8%
▼ 53.09%
12
Buy
Dec 16, 2025
Chevron
0.67%
▼ 8.60%
11
Buy
Dec 15, 2025
Gladstone Capital
1.88%
▼ 42.81%
9
Buy
Dec 15, 2025
Capital Southwest
3.85%
▼ 9.51%
10
Buy
Dec 15, 2025
BlackRock Science and Technology Trust II
3.81%
▲ 58.77%
9
Buy
Dec 15, 2025
Amplify CWP Enhanced Dividend Income ETF
6.05%
▲ 12.95%
9
Buy
Dec 15, 2025
Blackrock Health Sciences Trust
2.55%
▼ 40.87%
6
Buy
Dec 15, 2025
Amplify CWP Growth & Income ETF
―
▼ 15.79%
4
Close
Dec 15, 2025
NEOS S&P 500 High Income ETF
1.75%
▲ 43.06%
9
Buy
Dec 15, 2025
FT Cboe Vest Rising Dividend Achievers Target Income ETF
8.48%
▼ 30.30%
5
Buy
Dec 15, 2025
Goldman Sachs S&P 500 Core Premium Income ETF
6.63%
▼ 43.18%
6
Buy
Dec 15, 2025
Hercules Capital
4.29%
▼ 44.41%
6
Buy
Nov 20, 2025
Cornerstone Total Return Fund Inc
―
▼ 3.80%
10
Close
Nov 20, 2025