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SoFi Self-directed - New Portfolio
Morrie Yedor
SoFi Self-directedIndividual Investor
Ranked #530,594 out of 824,216 TipRanks' Investors
Success Rate
50 out of 227
profitable transactions
profitable transactions
Average Return
-6.27%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.63%
6-Month Return▲ 11.64%
12-Month Return-
YTD Return▲ 0.72%
Total Return▲ 0.72%
Best Trade
Bio
Performance
12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 2.46%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 4.12%
Apr 2025
▲ 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
▲ 4.43%
▲ 0.77%
▼ 1.12%
Oct 2025
▼ 6.38%▼ 5.57%▼ 2.46%
▲ 0.80%▼ 0.87%▼ 4.12%
▲ 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%
▲ 4.43%▲ 0.77%▼ 1.12%
Recent Activity
Blue Owl Capital
2.06%
▼ 32.17%
8
Buy
Oct 16, 2025
Main Street Capital
2.99%
▼ 51.43%
10
Buy
Oct 16, 2025
Realty Income
4.32%
▼ 15.95%
9
Buy
Oct 16, 2025
REX NVDA Growth & Income ETF
3.56%
▼ 20.61%
4
Buy
Oct 16, 2025
Altria Group
7.04%
▲ 66.08%
6
Buy
Oct 10, 2025
First Trust Morningstar Dividend Leaders Index Fund
―
▼ 1.43%
2
Close
Oct 10, 2025
Fidelity High Dividend ETF
2.12%
▲ 0.25%
1
Buy
Oct 10, 2025
Goldman Sachs S&P 500 Core Premium Income ETF
5.36%
▼ 47.19%
4
Buy
Oct 08, 2025
Chevron
0.57%
▼ 5.34%
10
Buy
Oct 02, 2025
Sixth Street Specialty Lending
1.82%
▼ 36.29%
7
Buy
Oct 02, 2025
Clearway Energy
2.49%
▼ 48.63%
8
Buy
Oct 02, 2025
Gladstone Capital
1.42%
▼ 43.18%
7
Buy
Oct 02, 2025
Carlyle Secured Lending Inc
―
▼ 25.75%
8
Sell
Oct 02, 2025
Ares Capital
2.44%
▼ 28.70%
6
Buy
Oct 02, 2025
Calamos Strategic Total Return Fund
2.85%
▲ 33.65%
9
Buy
Oct 02, 2025
Oneok
2.01%
▼ 23.33%
10
Buy
Oct 02, 2025
Capital Southwest
2.95%
▼ 4.19%
8
Buy
Oct 02, 2025
BlackRock Science and Technology Trust II
3.15%
▲ 67.83%
7
Sell
Oct 02, 2025
Cornerstone Total Return Fund Inc
4.53%
▼ 3.94%
8
Buy
Oct 02, 2025
Amplify CWP Enhanced Dividend Income ETF
4.86%
▲ 36.76%
7
Buy
Oct 02, 2025