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SoFi Self-directed - New Portfolio

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SoFi Self-directed
Individual Investor
Ranked #228,182 out of 858,889 TipRanks' Investors
Success Rate
52%
62 out of 120
profitable transactions
Average Return
28.72%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 7.79%
6-Month Return▼ 25.50%
12-Month Return▼ 4.82%
YTD Return▼ 11.74%
Total Return▼ 32.92%

Best Trade

Opened at
Closed at-
Gain▲ 2503.57%

Bio

Performance

22.05%0-22.05%
▲ 12.88%
▲ 3.56%
▲ 3.48%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 7.27%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 7.02%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 10.61%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 22.05%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 16.41%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 13.79%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 0.35%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 3.48%
▲ 10.96%▲ 2.38%▲ 7.27%
▼ 3.68%▲ 0.19%▼ 7.02%
▼ 0.10%▲ 0.08%▼ 10.61%
▲ 4.06%▲ 1.47%▲ 22.05%
▼ 1.12%▼ 0.86%▼ 16.41%
▲ 0.60%▼ 4.94%▼ 13.79%
▲ 4.89%▲ 4.48%▲ 0.35%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Elevation Oncology
▼ 6.41%
2
Close
Jul 22, 2025
Shopify
▲ 58.17%
2
Close
Jun 26, 2025
VNET Group, Inc. Sponsored ADR
▼ 4.31%
2
Close
Jun 26, 2025
Hims & Hers Health
1.39%
▲ 31.43%
5
Buy
Jun 24, 2025
Alphabet Class A
13.42%
▲ 91.84%
3
Buy
Jun 24, 2025
SoFi
17.11%
▼ 36.80%
6
Buy
Jun 24, 2025
fuboTV
0.25%
▼ 69.55%
2
Buy
Jun 24, 2025
22nd Century
0.02%
▼ 98.28%
6
Buy
Jun 20, 2025
Americas Gold and Silver
▲ 37.80%
3
Sell
Jun 19, 2025
HSBC Holdings
▼ 17.12%
4
Close
Jun 19, 2025
Celestica
▲ 50.30%
3
Close
Jun 19, 2025
AppLovin
▲ 17.56%
6
Close
Jun 19, 2025
Advanced Micro Devices
22.46%
▲ 105.85%
5
Sell
Jun 18, 2025
Walmart
3.2%
▲ 33.54%
3
Sell
Jun 18, 2025
SoFi Enhanced Yield ETF
0.37%
▲ 0.94%
2
Buy
Jun 18, 2025
Shoe Carnival
0.42%
▼ 11.59%
1
Buy
Jun 18, 2025
PepsiCo
▼ 18.22%
2
Close
Jun 12, 2025
iShares Silver Trust
2.29%
▲ 127.33%
7
Sell
Jun 12, 2025
Beyond Air
0.01%
▼ 78.11%
1
Buy
Jun 12, 2025
Moderna
▲ 3.65%
2
Close
Jun 10, 2025