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SoFi Self-directed - New Portfolio
Morrie Yedor
SoFi Self-directedIndividual Investor
Ranked #472,575 out of 805,858 TipRanks' Investors
Success Rate
40 out of 148
profitable transactions
profitable transactions
Average Return
3.62%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.79%
6-Month Return-
12-Month Return-
YTD Return▲ 0.04%
Total Return▲ 0.04%
Best Trade
Bio
Performance
25.97%0-25.97%
▲ 25.97%
▲ 5.96%
―
Nov 2024
▲ 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
▲ 1.83%
▼ 0.87%
▼ 4.12%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 4.19%
May 2025
▲ 6.24%
▲ 5.14%
▲ 3.66%
Jun 2025
▲ 25.97%▲ 5.96%―
▲ 5.10%▼ 2.41%―
▲ 6.03%▲ 2.69%―
▼ 12.86%▼ 1.27%▼ 0.95%
▼ 1.80%▼ 5.57%▼ 2.46%
▲ 1.83%▼ 0.87%▼ 4.12%
▲ 12.20%▲ 6.28%▲ 4.19%
▲ 6.24%▲ 5.14%▲ 3.66%
Recent Activity
Waste Management
―
▼ 2.60%
2
Close
Jun 25, 2025
Chevron
0.53%
▲ 1.78%
8
Buy
Jun 24, 2025
Sixth Street Specialty Lending
1.98%
▼ 31.44%
5
Buy
Jun 20, 2025
Clearway Energy
2.56%
▼ 48.66%
6
Buy
Jun 20, 2025
ProShares Bitcoin Strategy ETF
―
▲ 59.94%
5
Close
Jun 20, 2025
TCG BDC
2.22%
▼ 23.02%
6
Buy
Jun 20, 2025
Calamos Strategic Total Return Fund
2.77%
▲ 71.63%
6
Buy
Jun 20, 2025
Oneok
2.43%
▼ 28.78%
7
Buy
Jun 20, 2025
Capital Southwest
3.11%
▲ 15.61%
5
Buy
Jun 20, 2025
Cornerstone Total Return Fund Inc
4.28%
▲ 10.23%
5
Buy
Jun 20, 2025
Schwab US Dividend Equity ETF
5.05%
▼ 25.58%
7
Buy
Jun 20, 2025
Adams Diversified Equity Fund Inc Shs
6.54%
▼ 28.22%
6
Buy
Jun 20, 2025
Cornerstone Strategic Value Fund Inc
7.74%
▲ 11.88%
5
Buy
Jun 20, 2025
Target
2.32%
▼ 30.91%
5
Buy
Jun 20, 2025
PepsiCo
1.33%
▼ 17.40%
5
Buy
Jun 20, 2025
UnitedHealth
1.65%
▲ 135.05%
4
Buy
Jun 20, 2025
NEOS S&P 500 High Income ETF
1.34%
▲ 166.84%
3
Buy
Jun 20, 2025
Blue Owl Capital
2.28%
▼ 27.28%
5
Buy
Jun 13, 2025
Main Street Capital
3.08%
▼ 54.30%
6
Buy
Jun 13, 2025
Realty Income
4.16%
▼ 26.24%
5
Buy
Jun 13, 2025