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SoFi Self-directed - New Portfolio
Morrie Yedor
SoFi Self-directedIndividual Investor
Ranked #501,984 out of 799,702 TipRanks' Investors
Success Rate
12 out of 77
profitable transactions
profitable transactions
Average Return
-20.17%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 7.07%
6-Month Return-
12-Month Return-
YTD Return▼ 3.24%
Total Return▼ 3.24%
Best Trade
Bio
Performance
25.97%0-25.97%
▲ 9.99%
▼ 0.89%
―
Oct 2024
▲ 25.97%
▲ 5.96%
―
Nov 2024
▲ 5.41%
▼ 2.41%
―
Dec 2024
▲ 6.02%
▲ 2.69%
―
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.95%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.46%
Mar 2025
▲ 1.73%
▼ 0.87%
▼ 4.10%
Apr 2025
▲ 14.05%
▲ 6.48%
▲ 4.44%
May 2025
▲ 9.99%▼ 0.89%―
▲ 25.97%▲ 5.96%―
▲ 5.41%▼ 2.41%―
▲ 6.02%▲ 2.69%―
▼ 12.86%▼ 1.27%▼ 0.95%
▼ 1.80%▼ 5.57%▼ 2.46%
▲ 1.73%▼ 0.87%▼ 4.10%
▲ 14.05%▲ 6.48%▲ 4.44%
Recent Activity
Calamos Strategic Total Return Fund
2.65%
▼ 16.37%
4
Buy
Feb 25, 2025
TCG BDC
2.27%
▼ 43.82%
3
Buy
Feb 24, 2025
Ares Capital
2.72%
▼ 29.94%
3
Buy
Feb 24, 2025
Amplify CWP Enhanced Dividend Income ETF
4.68%
▼ 24.19%
3
Buy
Feb 24, 2025
NextEra Energy
0.06%
▲ 5.42%
3
Buy
Feb 21, 2025
Chevron
0.31%
▼ 7.10%
3
Buy
Feb 21, 2025
Sixth Street Specialty Lending
1.88%
▼ 53.68%
3
Buy
Feb 21, 2025
Pfizer
1.86%
▼ 44.04%
2
Buy
Feb 21, 2025
Clearway Energy
2.41%
▼ 36.48%
2
Buy
Feb 21, 2025
Blue Owl Capital
2.33%
▼ 14.08%
3
Buy
Feb 21, 2025
Oneok
2.56%
▼ 33.70%
3
Buy
Feb 21, 2025
Capital Southwest
2.97%
▼ 21.52%
2
Buy
Feb 21, 2025
BlackRock Science and Technology Trust II
2.88%
▲ 114.35%
3
Buy
Feb 21, 2025
Realty Income
4.1%
▼ 45.97%
3
Buy
Feb 21, 2025
Cornerstone Total Return Fund Inc
3.73%
▼ 7.24%
3
Buy
Feb 21, 2025
OneMain Holdings
4.66%
▼ 23.52%
3
Buy
Feb 21, 2025
Schwab US Dividend Equity ETF
5.01%
▼ 2.92%
3
Buy
Feb 21, 2025
Altria Group
6.56%
▼ 27.56%
3
Buy
Feb 21, 2025
Arbor Realty
5.48%
▼ 7.80%
3
Buy
Feb 21, 2025
Cornerstone Strategic Value Fund Inc
6.73%
▼ 6.19%
3
Buy
Feb 21, 2025