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SoFi Self-directed - New Portfolio

PerformancePortfolio Details

Morrie Yedor

SoFi Self-directed
Individual Investor
Ranked #535,945 out of 858,971 TipRanks' Investors
Success Rate
19%
84 out of 440
profitable transactions
Average Return
-11.44%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.89%
6-Month Return▲ 7.79%
12-Month Return▲ 20.68%
YTD Return▲ 4.09%
Total Return▲ 8.46%

Best Trade

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

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▼ 1.85%
Sep 2025
▲ 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
▼ 1.12%
▼ 0.86%
▼ 1.49%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 0.74%
Mar 2026
▲ 7.53%
▲ 5.50%
▲ 2.62%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▼ 1.85%
▲ 10.96%▲ 2.38%▼ 0.88%
▼ 3.68%▲ 0.19%▲ 2.30%
▼ 0.10%▲ 0.08%▲ 0.89%
▲ 4.06%▲ 1.47%▲ 3.73%
▼ 1.12%▼ 0.86%▼ 1.49%
▲ 0.60%▼ 4.94%▼ 0.74%
▲ 7.53%▲ 5.50%▲ 2.62%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
TSLX
Sixth Street Specialty Lending
2.04%
▼ 40.84%
15
Buy
Mar 20, 2026
SPYI
NEOS S&P 500 High Income ETF
1.97%
▲ 61.13%
17
Buy
Mar 20, 2026
NVII
REX NVDA Growth & Income ETF
4.43%
▼ 22.16%
21
Buy
Mar 19, 2026
UNH
UnitedHealth
2.47%
▲ 22.71%
18
Buy
Mar 18, 2026
CWEN
Clearway Energy
4.06%
▼ 44.06%
18
Buy
Mar 16, 2026
CVX
Chevron
1.05%
▼ 10.44%
20
Buy
Mar 13, 2026
OKE
Oneok
3.38%
▼ 30.15%
19
Buy
Mar 13, 2026
MAIN
Main Street Capital
3.61%
▼ 51.69%
19
Buy
Mar 13, 2026
CSWC
Capital Southwest
4.46%
▼ 17.14%
18
Buy
Mar 13, 2026
HTGC
Hercules Capital, Inc.
3.87%
▼ 24.41%
13
Buy
Mar 13, 2026
O
Realty Income
5.87%
▼ 25.20%
21
Buy
Mar 13, 2026
DIVO
Amplify CWP Enhanced Dividend Income ETF
6.46%
▲ 13.89%
17
Buy
Mar 13, 2026
OMF
OneMain Holdings
6.5%
▲ 16.58%
13
Buy
Mar 13, 2026
SCHD
Schwab US Dividend Equity ETF
3.1%
▼ 11.40%
12
Buy
Mar 13, 2026
MO
Altria Group
9.22%
▼ 4.32%
14
Buy
Mar 13, 2026
PEP
PepsiCo
2.12%
▼ 20.52%
16
Buy
Mar 13, 2026
JEPI
JPMorgan Equity Premium Income ETF
6.63%
▲ 2.85%
6
Buy
Mar 13, 2026
CII
BlackRock Enhanced Capital and Income Fund Inc
3.76%
▼ 20.88%
6
Buy
Mar 13, 2026
SHLD
Global X Defense Tech ETF
0.15%
▼ 2.14%
5
Buy
Mar 13, 2026
ADP
Automatic Data Processing
0.17%
▼ 2.37%
4
Buy
Mar 13, 2026