Education
About Us
Working with TipRanks
Follow Us
SoFi Self-directed - New Portfolio
Morrie Yedor
SoFi Self-directedIndividual Investor
Ranked #542,739 out of 841,213 TipRanks' Investors
Success Rate
60 out of 291
profitable transactions
profitable transactions
Average Return
-11.33%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.81%
6-Month Return▲ 2.63%
12-Month Return-
YTD Return▲ 1.28%
Total Return▲ 5.33%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 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%
▲ 2.25%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.75%
Dec 2025
▲ 1.08%
▲ 1.11%
▲ 1.28%
Jan 2026
▲ 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%▲ 2.25%
▼ 0.10%▲ 0.08%▲ 0.75%
▲ 1.08%▲ 1.11%▲ 1.28%
Recent Activity
Chevron
0.68%
▼ 9.35%
13
Buy
Jan 09, 2026
Clearway Energy
2.86%
▼ 55.84%
11
Buy
Jan 09, 2026
Gladstone Capital
1.75%
▼ 38.44%
11
Buy
Jan 09, 2026
Blue Owl Capital
2.28%
▼ 28.83%
10
Buy
Jan 09, 2026
Ares Capital
2.92%
▼ 27.25%
10
Buy
Jan 09, 2026
Oneok
2.4%
▼ 25.31%
13
Buy
Jan 09, 2026
BlackRock Science and Technology Trust II
3.45%
▲ 44.64%
11
Buy
Jan 09, 2026
Realty Income
4.63%
▼ 27.88%
15
Buy
Jan 09, 2026
Amplify CWP Enhanced Dividend Income ETF
5.59%
▲ 41.66%
11
Buy
Jan 09, 2026
Altria Group
6.87%
▲ 39.74%
8
Buy
Jan 09, 2026
PepsiCo
1.58%
▼ 16.49%
10
Buy
Jan 09, 2026
UnitedHealth
2.06%
▲ 36.62%
11
Buy
Jan 09, 2026
NEOS S&P 500 High Income ETF
1.63%
▲ 35.31%
11
Buy
Jan 09, 2026
FT Cboe Vest Rising Dividend Achievers Target Income ETF
8.01%
▼ 36.51%
7
Sell
Jan 09, 2026
Goldman Sachs S&P 500 Core Premium Income ETF
6.1%
▼ 42.96%
7
Buy
Jan 09, 2026
BlackRock Enhanced Capital and Income Fund Inc
3.31%
▲ 0.73%
2
Buy
Jan 09, 2026
Capital Southwest
3.77%
▼ 11.88%
12
Buy
Jan 08, 2026
REX NVDA Growth & Income ETF
3.97%
▼ 23.81%
14
Buy
Jan 08, 2026
Sixth Street Specialty Lending
2.07%
▼ 33.57%
9
Buy
Jan 06, 2026
Calamos Strategic Total Return Fund
―
▲ 18.14%
13
Sell
Jan 06, 2026