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SoFi Self-directed - New Portfolio
Morrie Yedor
SoFi Self-directedIndividual Investor
Ranked #505,222 out of 816,893 TipRanks' Investors
Success Rate
51 out of 197
profitable transactions
profitable transactions
Average Return
-1.94%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.01%
6-Month Return▲ 7.54%
12-Month Return-
YTD Return▲ 3.02%
Total Return▲ 3.02%
Best Trade
Bio
Performance
27.87%0-27.87%
▼ 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
▲ 27.87%
▲ 2.30%
▲ 1.55%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 2.15%
Aug 2025
▲ 1.13%
▲ 0.63%
▼ 0.73%
Sep 2025
▼ 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%
▲ 27.87%▲ 2.30%▲ 1.55%
▲ 4.87%▲ 2.05%▲ 2.15%
▲ 1.13%▲ 0.63%▼ 0.73%
Recent Activity
YieldMax Ultra Option Income Strategy ETF
―
▼ 2.63%
3
Close
Aug 26, 2025
UnitedHealth
1.63%
▲ 64.91%
7
Buy
Aug 22, 2025
NEOS S&P 500 High Income ETF
1.36%
▲ 78.05%
6
Buy
Aug 22, 2025
REX NVDA Growth & Income ETF
1.2%
▼ 7.62%
1
Buy
Aug 22, 2025
Hercules Capital
3.56%
▼ 52.25%
5
Buy
Aug 20, 2025
Calamos Strategic Total Return Fund
2.74%
▲ 46.03%
8
Buy
Aug 19, 2025
YieldMax MSTR Option Income Strategy ETF
―
▲ 2.61%
8
Close
Aug 15, 2025
Oneok
2.11%
▼ 24.81%
9
Buy
Aug 15, 2025
Main Street Capital
3.37%
▼ 60.86%
8
Buy
Aug 15, 2025
Realty Income
4.15%
▼ 30.43%
7
Buy
Aug 15, 2025
OneMain Holdings
5.35%
▲ 87.18%
5
Buy
Aug 14, 2025
Goldman Sachs S&P 500 Core Premium Income ETF
5.11%
▼ 35.63%
2
Buy
Aug 08, 2025
Gladstone Capital
1.88%
▼ 44.46%
6
Buy
Aug 01, 2025
Capital Southwest
3.23%
▲ 3.61%
7
Buy
Aug 01, 2025
BlackRock Science and Technology Trust II
3.19%
▲ 68.31%
6
Buy
Aug 01, 2025
Cornerstone Total Return Fund Inc
4.33%
▲ 3.79%
7
Buy
Aug 01, 2025
Amplify CWP Enhanced Dividend Income ETF
4.65%
▲ 53.58%
6
Buy
Aug 01, 2025
Cornerstone Strategic Value Fund Inc
7.74%
▼ 2.88%
7
Buy
Aug 01, 2025
Blackrock Health Sciences Trust
1.84%
▼ 7.56%
3
Buy
Aug 01, 2025
FT Cboe Vest Rising Dividend Achievers Target Income ETF
6.55%
▲ 1.18%
2
Buy
Aug 01, 2025