tiprankstipranks

SoFi Self-directed - New Portfolio

krs

SoFi Self-directed
Individual Investor
Ranked #549,327 out of 862,067 TipRanks' Investors
Success Rate
42%
134 out of 319
profitable transactions
Average Return
5.42%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 13.35%
6-Month Return▲ 11.35%
12-Month Return-
YTD Return▲ 28.86%
Total Return▲ 10.04%

Best Trade

Opened at
Closed at
Gain▲ 474.57%

Bio

newb.

Performance

16.06%0-16.06%
▲ 10.96%
▲ 2.38%
▼ 2.68%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 8.06%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 12.45%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 14.74%
Jan 2026
▼ 1.25%
▼ 0.86%
▲ 1.38%
Feb 2026
▲ 0.28%
▼ 4.94%
▼ 4.75%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 10.38%
Apr 2026
▲ 7.86%
▲ 2.87%
▲ 5.36%
May 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 10.96%▲ 2.38%▼ 2.68%
▼ 3.68%▲ 0.19%▼ 8.06%
▼ 0.10%▲ 0.08%▼ 12.45%
▲ 4.06%▲ 1.47%▲ 14.74%
▼ 1.25%▼ 0.86%▲ 1.38%
▲ 0.28%▼ 4.94%▼ 4.75%
▲ 16.06%▲ 10.51%▲ 10.38%
▲ 7.86%▲ 2.87%▲ 5.36%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Lockheed Martin
▼ 15.83%
2
Sell
May 09, 2026
Advanced Micro Devices
3.47%
▲ 125.69%
2
Sell
May 08, 2026
Micron
4.01%
▲ 39.33%
4
Sell
May 08, 2026
Northrop Grumman
1.38%
▼ 0.14%
1
Buy
May 08, 2026
Palantir Technologies
3.45%
▼ 1.76%
3
Buy
May 07, 2026
Anglogold Ashanti PLC
3.55%
▲ 18.26%
7
Buy
May 05, 2026
Global X U.S. Infrastructure Development ETF
0.86%
▲ 0.48%
1
Buy
May 05, 2026
Amplify CWP Enhanced Dividend Income ETF
3.02%
▲ 2.91%
10
Buy
May 01, 2026
ServiceNow
3.46%
▲ 18.77%
5
Buy
Apr 30, 2026
American Tower
0.9%
▼ 38.24%
2
Buy
Apr 29, 2026
Fidelity Select Semiconductors Portfolio
2.07%
▲ 13.96%
1
Buy
Apr 28, 2026
FirstCash
1.76%
▲ 6.88%
1
Buy
Apr 28, 2026
Oracle
4.89%
▼ 33.51%
2
Buy
Apr 24, 2026
Energy Transfer
2.74%
▼ 21.22%
3
Buy
Apr 23, 2026
Neurocrine
2.27%
▲ 14.69%
2
Buy
Apr 22, 2026
Five9
▼ 5.57%
2
Close
Apr 09, 2026
Fortuna Mining Corp
▲ 12.73%
3
Close
Apr 03, 2026
ADMA Biologics
▼ 48.39%
2
Sell
Apr 02, 2026
TG Therapeutics
▲ 10.86%
2
Close
Apr 02, 2026
Schwab US Dividend Equity ETF
10.8%
▲ 4.07%
13
Buy
Mar 31, 2026