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SoFi Self-directed - New Portfolio
Morrie Yedor
SoFi Self-directedIndividual Investor
Ranked #499,369 out of 813,535 TipRanks' Investors
Success Rate
48 out of 185
profitable transactions
profitable transactions
Average Return
-0.42%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.24%
6-Month Return▲ 1.38%
12-Month Return-
YTD Return▲ 2.50%
Total Return▲ 2.50%
Best Trade
Bio
Performance
27.89%0-27.89%
▲ 6.03%
▲ 2.69%
―
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.95%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.46%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 4.12%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 4.19%
May 2025
▲ 6.24%
▲ 5.14%
▲ 3.66%
Jun 2025
▲ 27.89%
▲ 2.30%
▲ 1.55%
Jul 2025
▲ 7.50%
▲ 2.04%
▲ 0.89%
Aug 2025
▲ 6.03%▲ 2.69%―
▼ 12.86%▼ 1.27%▼ 0.95%
▼ 1.80%▼ 5.57%▼ 2.46%
▲ 1.84%▼ 0.87%▼ 4.12%
▲ 12.20%▲ 6.28%▲ 4.19%
▲ 6.24%▲ 5.14%▲ 3.66%
▲ 27.89%▲ 2.30%▲ 1.55%
▲ 7.50%▲ 2.04%▲ 0.89%
Recent Activity
YieldMax MSTR Option Income Strategy ETF
―
▲ 2.61%
8
Close
Aug 15, 2025
Oneok
2.18%
▼ 27.26%
9
Buy
Aug 15, 2025
UnitedHealth
1.4%
▲ 86.23%
6
Buy
Aug 15, 2025
YieldMax Ultra Option Income Strategy ETF
1.39%
0.00%
1
Buy
Aug 15, 2025
OneMain Holdings
5.11%
▲ 119.23%
5
Buy
Aug 14, 2025
Goldman Sachs S&P 500 Core Premium Income ETF
5.13%
▼ 35.60%
2
Buy
Aug 08, 2025
Gladstone Capital
1.98%
▼ 43.43%
6
Buy
Aug 01, 2025
Capital Southwest
3.22%
▲ 3.22%
7
Buy
Aug 01, 2025
BlackRock Science and Technology Trust II
3.17%
▲ 67.95%
6
Buy
Aug 01, 2025
Cornerstone Total Return Fund Inc
4.34%
▲ 3.79%
7
Buy
Aug 01, 2025
Amplify CWP Enhanced Dividend Income ETF
4.65%
▲ 53.06%
6
Buy
Aug 01, 2025
Cornerstone Strategic Value Fund Inc
7.76%
▼ 2.95%
7
Buy
Aug 01, 2025
Blackrock Health Sciences Trust
1.79%
▼ 9.28%
3
Buy
Aug 01, 2025
FT Cboe Vest Rising Dividend Achievers Target Income ETF
6.54%
▲ 0.94%
2
Buy
Aug 01, 2025
BlackRock Advantage Large Cap Income ETF
―
▲ 0.20%
2
Close
Aug 01, 2025
NEOS S&P 500 High Income ETF
1.36%
▲ 101.61%
5
Buy
Jul 25, 2025
Schwab US Dividend Equity ETF
―
▼ 24.80%
8
Sell
Jul 23, 2025
Adams Diversified Equity Fund Inc Shs
―
▼ 27.61%
7
Close
Jul 23, 2025
Amplify CWP Growth & Income ETF
―
▲ 2.84%
2
Close
Jul 23, 2025
Chevron
0.57%
▲ 1.99%
9
Buy
Jul 22, 2025