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SoFi Self-directed - New Portfolio
Morrie Yedor
SoFi Self-directedIndividual Investor
Ranked #544,473 out of 851,964 TipRanks' Investors
Success Rate
71 out of 344
profitable transactions
profitable transactions
Average Return
-12.44%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.73%
6-Month Return▲ 7.50%
12-Month Return-
YTD Return▲ 3.73%
Total Return▲ 7.89%
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
▼ 3.58%
▲ 0.19%
▲ 2.25%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.75%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.73%
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%
▼ 3.58%▲ 0.19%▲ 2.25%
▼ 0.10%▲ 0.08%▲ 0.75%
▲ 4.06%▲ 1.47%▲ 3.73%
Recent Activity
Chevron
0.89%
▼ 2.43%
15
Buy
Jan 23, 2026
Sixth Street Specialty Lending
2.34%
▼ 38.07%
10
Buy
Jan 23, 2026
Clearway Energy
3.63%
▼ 45.74%
13
Buy
Jan 23, 2026
Blue Owl Capital
2.53%
▼ 28.49%
12
Buy
Jan 23, 2026
Oneok
3%
▼ 31.18%
15
Buy
Jan 23, 2026
Main Street Capital
4.16%
▼ 57.21%
15
Buy
Jan 23, 2026
BlackRock Science and Technology Trust II
3.88%
▲ 101.22%
13
Buy
Jan 23, 2026
Hercules Capital
4.41%
▼ 26.10%
8
Buy
Jan 23, 2026
Realty Income
5.54%
▼ 32.55%
17
Buy
Jan 23, 2026
Amplify CWP Enhanced Dividend Income ETF
6.34%
▲ 20.37%
13
Buy
Jan 23, 2026
OneMain Holdings
7.27%
▲ 42.53%
8
Buy
Jan 23, 2026
Altria Group
8.58%
▲ 13.75%
10
Buy
Jan 23, 2026
PepsiCo
2%
▼ 18.44%
12
Buy
Jan 23, 2026
UnitedHealth
1.97%
▲ 8.74%
13
Buy
Jan 23, 2026
NEOS S&P 500 High Income ETF
1.85%
▲ 45.35%
12
Buy
Jan 23, 2026
REX NVDA Growth & Income ETF
4.62%
▼ 22.66%
16
Buy
Jan 23, 2026
Fidelity High Dividend ETF
2.78%
▼ 10.99%
4
Buy
Jan 23, 2026
Global X Defense Tech ETF
0.02%
▼ 2.72%
1
Buy
Jan 23, 2026
Capital Southwest
4.36%
▼ 20.31%
14
Buy
Jan 22, 2026
FT Cboe Vest Rising Dividend Achievers Target Income ETF
―
▼ 43.46%
8
Close
Jan 17, 2026