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SoFi Self-directed - New Portfolio
Morrie Yedor
SoFi Self-directedIndividual Investor
Ranked #489,007 out of 809,271 TipRanks' Investors
Success Rate
42 out of 148
profitable transactions
profitable transactions
Average Return
4.04%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.38%
6-Month Return-
12-Month Return-
YTD Return▲ 2.18%
Total Return▲ 2.18%
Best Trade
Bio
Performance
21.53%0-21.53%
▲ 5.10%
▼ 2.41%
―
Dec 2024
▲ 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%
▼ 4.11%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 4.19%
May 2025
▲ 6.24%
▲ 5.14%
▲ 3.66%
Jun 2025
▲ 21.53%
▲ 1.78%
▲ 2.13%
Jul 2025
▲ 5.10%▼ 2.41%―
▲ 6.03%▲ 2.69%―
▼ 12.86%▼ 1.27%▼ 0.95%
▼ 1.80%▼ 5.57%▼ 2.46%
▲ 1.84%▼ 0.87%▼ 4.11%
▲ 12.20%▲ 6.28%▲ 4.19%
▲ 6.24%▲ 5.14%▲ 3.66%
▲ 21.53%▲ 1.78%▲ 2.13%
Recent Activity
Schwab US Dividend Equity ETF
―
▼ 24.80%
8
Close
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
0.56%
▲ 6.40%
9
Buy
Jul 22, 2025
YieldMax MSTR Option Income Strategy ETF
1.58%
▲ 36.36%
6
Buy
Jul 22, 2025
Sixth Street Specialty Lending
2.02%
▼ 30.52%
6
Buy
Jul 22, 2025
Clearway Energy
2.57%
▼ 47.89%
7
Buy
Jul 22, 2025
Gladstone Capital
2.08%
▼ 40.67%
5
Buy
Jul 22, 2025
Blue Owl Capital
2.37%
▼ 25.52%
6
Buy
Jul 22, 2025
TCG BDC
2.26%
▼ 22.80%
7
Buy
Jul 22, 2025
Ares Capital
2.81%
▼ 21.31%
5
Buy
Jul 22, 2025
Calamos Strategic Total Return Fund
2.75%
▲ 72.76%
7
Buy
Jul 22, 2025
Oneok
2.35%
▼ 29.21%
8
Buy
Jul 22, 2025
Main Street Capital
3.3%
▼ 51.83%
7
Buy
Jul 22, 2025
Capital Southwest
3.28%
▲ 19.86%
6
Buy
Jul 22, 2025
BlackRock Science and Technology Trust II
3.13%
▲ 118.02%
5
Buy
Jul 22, 2025
Realty Income
4.01%
▼ 27.80%
6
Buy
Jul 22, 2025
Cornerstone Total Return Fund Inc
4.24%
▲ 10.03%
6
Buy
Jul 22, 2025
Amplify CWP Enhanced Dividend Income ETF
4.65%
▲ 98.74%
5
Buy
Jul 22, 2025
Altria Group
6.43%
▼ 39.54%
5
Buy
Jul 22, 2025