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SoFi Self-directed - New Portfolio
Morrie Yedor
SoFi Self-directedIndividual Investor
Ranked #506,027 out of 795,672 TipRanks' Investors
Success Rate
9 out of 77
profitable transactions
profitable transactions
Average Return
-24.20%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 6.23%
6-Month Return-
12-Month Return-
YTD Return▼ 10.07%
Total Return▼ 10.07%
Best Trade
Bio
Performance
25.98%0-25.98%
▲ 2.92%
▲ 2.10%
―
Sep 2024
▲ 10.00%
▼ 0.89%
―
Oct 2024
▲ 25.98%
▲ 5.96%
―
Nov 2024
▲ 5.34%
▼ 2.41%
―
Dec 2024
▲ 5.99%
▲ 2.69%
―
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.95%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.46%
Mar 2025
▼ 7.29%
▼ 4.55%
▼ 6.92%
Apr 2025
▲ 2.92%▲ 2.10%―
▲ 10.00%▼ 0.89%―
▲ 25.98%▲ 5.96%―
▲ 5.34%▼ 2.41%―
▲ 5.99%▲ 2.69%―
▼ 12.86%▼ 1.27%▼ 0.95%
▼ 1.80%▼ 5.57%▼ 2.46%
▼ 7.29%▼ 4.55%▼ 6.92%
Recent Activity
Calamos Strategic Total Return Fund
2.46%
▼ 20.22%
4
Buy
Feb 25, 2025
TCG BDC
2.36%
▼ 44.38%
3
Buy
Feb 24, 2025
Ares Capital
2.6%
▼ 33.11%
3
Buy
Feb 24, 2025
Amplify CWP Enhanced Dividend Income ETF
4.69%
▼ 26.00%
3
Buy
Feb 24, 2025
NextEra Energy
0.06%
▼ 4.85%
3
Buy
Feb 21, 2025
Chevron
0.31%
▼ 11.54%
3
Buy
Feb 21, 2025
Sixth Street Specialty Lending
1.73%
▼ 59.29%
3
Buy
Feb 21, 2025
Pfizer
1.88%
▼ 45.78%
2
Buy
Feb 21, 2025
Clearway Energy
2.4%
▼ 39.49%
2
Buy
Feb 21, 2025
Blue Owl Capital
2.22%
▼ 21.61%
3
Buy
Feb 21, 2025
Oneok
2.61%
▼ 35.48%
3
Buy
Feb 21, 2025
Capital Southwest
2.8%
▼ 29.41%
2
Buy
Feb 21, 2025
BlackRock Science and Technology Trust II
2.72%
▲ 96.74%
3
Buy
Feb 21, 2025
Realty Income
4.29%
▼ 45.95%
3
Buy
Feb 21, 2025
Cornerstone Total Return Fund Inc
3.89%
▼ 7.35%
3
Buy
Feb 21, 2025
OneMain Holdings
4.16%
▼ 29.90%
3
Buy
Feb 21, 2025
Schwab US Dividend Equity ETF
5.05%
▼ 6.57%
3
Buy
Feb 21, 2025
Altria Group
6.67%
▼ 28.73%
3
Buy
Feb 21, 2025
Arbor Realty
5.82%
▼ 7.44%
3
Buy
Feb 21, 2025
Cornerstone Strategic Value Fund Inc
7.06%
▼ 6.12%
3
Buy
Feb 21, 2025