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SoFi Self-directed - New Portfolio
Morrie Yedor
SoFi Self-directedIndividual Investor
Ranked #513,870 out of 828,551 TipRanks' Investors
Success Rate
50 out of 244
profitable transactions
profitable transactions
Average Return
-8.47%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.61%
6-Month Return▲ 2.86%
12-Month Return-
YTD Return▼ 0.44%
Total Return▼ 0.44%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▼ 4.12%
Apr 2025
▲ 11.64%
▲ 6.28%
▲ 4.19%
May 2025
▲ 9.25%
▲ 5.14%
▲ 3.66%
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
▼ 4.74%
▼ 1.47%
▼ 1.39%
Nov 2025
▲ 0.80%▼ 0.87%▼ 4.12%
▲ 11.64%▲ 6.28%▲ 4.19%
▲ 9.25%▲ 5.14%▲ 3.66%
▲ 7.60%▲ 2.30%▲ 1.55%
▲ 2.76%▲ 2.05%▲ 2.15%
▲ 12.88%▲ 3.56%▼ 1.85%
▲ 10.96%▲ 2.38%▼ 0.88%
▼ 4.74%▼ 1.47%▼ 1.39%
Recent Activity
Oneok
2.07%
▼ 23.25%
11
Buy
Nov 14, 2025
Main Street Capital
3%
▼ 51.24%
11
Buy
Nov 14, 2025
Realty Income
4.14%
▼ 18.89%
10
Buy
Nov 14, 2025
OneMain Holdings
5.16%
▲ 52.83%
6
Buy
Nov 14, 2025
REX NVDA Growth & Income ETF
3.62%
▼ 11.07%
8
Buy
Nov 14, 2025
Goldman Sachs S&P 500 Core Premium Income ETF
5.4%
▼ 38.30%
5
Buy
Nov 07, 2025
Gladstone Capital
1.42%
▼ 38.00%
8
Buy
Oct 31, 2025
Capital Southwest
3.03%
▼ 3.42%
9
Buy
Oct 31, 2025
BlackRock Science and Technology Trust II
―
▲ 69.96%
8
Close
Oct 31, 2025
Cornerstone Total Return Fund Inc
4.54%
▼ 3.96%
9
Buy
Oct 31, 2025
Amplify CWP Enhanced Dividend Income ETF
4.92%
▲ 21.26%
8
Buy
Oct 31, 2025
Cornerstone Strategic Value Fund Inc
8.06%
▼ 10.86%
9
Sell
Oct 31, 2025
Blackrock Health Sciences Trust
2.06%
▼ 32.47%
5
Buy
Oct 31, 2025
Amplify CWP Growth & Income ETF
3.19%
▼ 15.56%
3
Buy
Oct 31, 2025
FT Cboe Vest Rising Dividend Achievers Target Income ETF
6.73%
▼ 20.46%
4
Buy
Oct 31, 2025
NEOS S&P 500 High Income ETF
1.42%
▲ 47.48%
8
Buy
Oct 24, 2025
Calamos Strategic Total Return Fund
2.78%
▲ 26.08%
10
Buy
Oct 22, 2025
Blue Owl Capital
1.95%
▼ 35.00%
8
Buy
Oct 16, 2025
Altria Group
6.44%
▲ 51.53%
6
Buy
Oct 10, 2025
First Trust Morningstar Dividend Leaders Index Fund
―
▼ 1.43%
2
Close
Oct 10, 2025