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SoFi Self-directed - New Portfolio

PerformancePortfolio Details

Morrie Yedor

SoFi Self-directed
Individual Investor
Ranked #554,920 out of 861,174 TipRanks' Investors
Success Rate
19%
84 out of 440
profitable transactions
Average Return
-10.47%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.35%
6-Month Return▲ 13.01%
12-Month Return▲ 22.44%
YTD Return▲ 7.98%
Total Return▲ 12.51%

Best Trade

AssetBlackRock S... (BSTZ)
Opened at
Closed at
Gain▲ 770.85%

Bio

Performance

16.06%0-16.06%
▲ 10.96%
▲ 2.38%
▼ 0.88%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 2.30%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.89%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.73%
Jan 2026
▼ 1.33%
▼ 0.86%
▼ 1.52%
Feb 2026
▲ 0.52%
▼ 4.94%
▼ 0.79%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 7.40%
Apr 2026
▲ 2.08%
▼ 0.09%
▼ 0.80%
May 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 10.96%▲ 2.38%▼ 0.88%
▼ 3.68%▲ 0.19%▲ 2.30%
▼ 0.10%▲ 0.08%▲ 0.89%
▲ 4.06%▲ 1.47%▲ 3.73%
▼ 1.33%▼ 0.86%▼ 1.52%
▲ 0.52%▼ 4.94%▼ 0.79%
▲ 16.06%▲ 10.51%▲ 7.40%
▲ 2.08%▼ 0.09%▼ 0.80%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
TSLX
Sixth Street Specialty Lending
2.16%
▼ 38.72%
15
Buy
Mar 20, 2026
SPYI
NEOS S&P 500 High Income ETF
1.96%
▲ 64.00%
17
Buy
Mar 20, 2026
NVII
REX NVDA Growth & Income ETF
4.47%
▼ 21.23%
21
Buy
Mar 19, 2026
UNH
UnitedHealth
2.86%
▲ 38.18%
18
Buy
Mar 18, 2026
CWEN
Clearway Energy
3.88%
▼ 44.77%
18
Buy
Mar 16, 2026
CVX
Chevron
1.03%
▼ 10.22%
20
Buy
Mar 13, 2026
OKE
Oneok
3.52%
▼ 28.43%
19
Buy
Mar 13, 2026
MAIN
Main Street Capital
3.65%
▼ 51.13%
19
Buy
Mar 13, 2026
CSWC
Capital Southwest
4.54%
▼ 15.25%
18
Buy
Mar 13, 2026
HTGC
Hercules Capital, Inc.
4.08%
▼ 22.17%
13
Buy
Mar 13, 2026
O
Realty Income
5.76%
▼ 25.15%
21
Buy
Mar 13, 2026
DIVO
Amplify CWP Enhanced Dividend Income ETF
6.25%
▲ 12.91%
17
Buy
Mar 13, 2026
OMF
OneMain Holdings
6.18%
▲ 14.75%
13
Buy
Mar 13, 2026
SCHD
Schwab US Dividend Equity ETF
3.11%
▼ 10.60%
12
Buy
Mar 13, 2026
MO
Altria Group
9.91%
▲ 3.01%
14
Buy
Mar 13, 2026
PEP
PepsiCo
2.05%
▼ 20.87%
16
Buy
Mar 13, 2026
JEPI
JPMorgan Equity Premium Income ETF
6.35%
▲ 2.45%
6
Buy
Mar 13, 2026
CII
BlackRock Enhanced Capital and Income Fund Inc
3.86%
▼ 19.44%
6
Buy
Mar 13, 2026
SHLD
Global X Defense Tech ETF
0.14%
▼ 10.59%
5
Buy
Mar 13, 2026
ADP
Automatic Data Processing
0.18%
▲ 5.60%
4
Buy
Mar 13, 2026