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SoFi Self-directed - New Portfolio

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SoFi Self-directed
Individual Investor
Ranked #252,234 out of 827,859 TipRanks' Investors
Success Rate
53%
64 out of 120
profitable transactions
Average Return
23.30%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.30%
6-Month Return▲ 9.89%
12-Month Return-
YTD Return▼ 13.36%
Total Return▼ 13.36%

Best Trade

Opened at
Closed at-
Gain▲ 1075.00%

Bio

Performance

12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▲ 1.12%
Apr 2025
▲ 11.64%
▲ 6.28%
▲ 10.72%
May 2025
▲ 9.25%
▲ 5.14%
▲ 4.95%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 0.72%
Jul 2025
▲ 2.76%
▲ 2.05%
▼ 4.14%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 3.49%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 7.28%
Oct 2025
▼ 1.52%
▼ 0.09%
▼ 4.52%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▲ 1.12%
▲ 11.64%▲ 6.28%▲ 10.72%
▲ 9.25%▲ 5.14%▲ 4.95%
▲ 7.60%▲ 2.30%▼ 0.72%
▲ 2.76%▲ 2.05%▼ 4.14%
▲ 12.88%▲ 3.56%▲ 3.49%
▲ 10.96%▲ 2.38%▲ 7.28%
▼ 1.52%▼ 0.09%▼ 4.52%

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
2.44%
▲ 47.44%
5
Buy
Jun 24, 2025
Alphabet Class A
10.6%
▲ 76.16%
3
Buy
Jun 24, 2025
SoFi
28.06%
▼ 2.11%
6
Buy
Jun 24, 2025
fuboTV
0.87%
▲ 20.54%
2
Buy
Jun 24, 2025
22nd Century
0.15%
▼ 84.30%
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
18.71%
▲ 99.53%
5
Sell
Jun 18, 2025
Walmart
2.24%
▲ 8.96%
3
Sell
Jun 18, 2025
SoFi Enhanced Yield ETF
0.31%
▼ 1.30%
2
Buy
Jun 18, 2025
Shoe Carnival
0.35%
▼ 14.45%
1
Buy
Jun 18, 2025
PepsiCo
▼ 18.22%
2
Sell
Jun 12, 2025
iShares Silver Trust
1.32%
▲ 52.86%
7
Sell
Jun 12, 2025
Beyond Air
0.01%
▼ 59.44%
1
Buy
Jun 12, 2025
Moderna
▲ 3.65%
2
Close
Jun 10, 2025