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SoFi Self-directed - New Portfolio

Britte Lowther

SoFi Self-directed
Individual Investor
Ranked #145,872 out of 809,883 TipRanks' Investors
Success Rate
62%
98 out of 159
profitable transactions
Average Return
19.39%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.89%
6-Month Return-
12-Month Return-
YTD Return▲ 30.98%
Total Return▲ 30.98%

Best Trade

Opened at
Closed at-
Gain▲ 340.00%

Bio

Performance

22.18%0-22.18%
▲ 5.10%
▼ 2.41%
Dec 2024
▲ 6.03%
▲ 2.69%
Jan 2025
▼ 12.86%
▼ 1.27%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.92%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 4.77%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 10.65%
May 2025
▲ 6.24%
▲ 5.14%
▲ 7.48%
Jun 2025
▲ 22.18%
▲ 2.65%
▲ 7.18%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%
▲ 6.03%▲ 2.69%
▼ 12.86%▼ 1.27%
▼ 1.80%▼ 5.57%▼ 1.92%
▲ 1.84%▼ 0.87%▲ 4.77%
▲ 12.20%▲ 6.28%▲ 10.65%
▲ 6.24%▲ 5.14%▲ 7.48%
▲ 22.18%▲ 2.65%▲ 7.18%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Micron
0.03%
▲ 2.29%
2
Buy
Jul 22, 2025
Palantir Technologies
0.21%
▼ 2.26%
5
Buy
Jul 21, 2025
Rocket Lab USA
0.11%
▼ 0.90%
2
Buy
Jul 21, 2025
Applied Digital Corporation
0.07%
▲ 44.49%
3
Buy
Jul 21, 2025
Oportun Financial
4.65%
▼ 23.39%
4
Buy
Jul 16, 2025
TTEC Holdings
3.77%
▲ 27.24%
16
Buy
Jul 16, 2025
Alibaba
1.09%
▼ 5.10%
4
Buy
Jul 10, 2025
Vanguard Total International Stock ETF
8.11%
▼ 13.73%
7
Buy
Jul 10, 2025
Berkshire Hathaway B
9.3%
▲ 55.69%
13
Sell
Jul 10, 2025
Root
2.89%
▲ 6.29%
7
Buy
Jul 10, 2025
Tesla
0.19%
▲ 10.46%
4
Buy
Jul 10, 2025
Astera Labs, Inc.
0.14%
▲ 23.85%
2
Buy
Jul 10, 2025
Broadcom
0.16%
▲ 2.33%
1
Buy
Jul 03, 2025
Cameco
1.13%
▲ 11.74%
10
Buy
Jul 02, 2025
Uxin
0.31%
▲ 46.28%
7
Buy
Jul 02, 2025
GAMCO Global Gold. Natural Resources & Income Trust
9.51%
▼ 1.10%
11
Buy
Jun 27, 2025
Circle Internet Group, Inc. Class A
0.07%
▲ 10.67%
1
Buy
Jun 27, 2025
Roundhill N-100 0DTE Covered Call Strategy ETF
▲ 3.43%
6
Close
Jun 26, 2025
Fidelity MSCI Information Technology Index ETF
▲ 3.77%
2
Sell
Jun 24, 2025
Invesco NASDAQ 100 ETF
▲ 3.06%
2
Sell
Jun 24, 2025