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SoFi Self-directed - New Portfolio

krs

SoFi Self-directed
Individual Investor
Ranked #521,977 out of 858,896 TipRanks' Investors
Success Rate
40%
119 out of 300
profitable transactions
Average Return
4.27%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.34%
6-Month Return▼ 17.56%
12-Month Return-
YTD Return▲ 13.67%
Total Return▼ 3.28%

Best Trade

Opened at
Closed at
Gain▲ 474.57%

Bio

newb.

Performance

14.75%0-14.75%
▲ 12.88%
▲ 3.56%
▲ 7.60%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 2.68%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 8.10%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 12.46%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 14.75%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 1.40%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 4.77%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 2.60%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 7.60%
▲ 10.96%▲ 2.38%▼ 2.68%
▼ 3.68%▲ 0.19%▼ 8.10%
▼ 0.10%▲ 0.08%▼ 12.46%
▲ 4.06%▲ 1.47%▲ 14.75%
▼ 1.12%▼ 0.86%▲ 1.40%
▲ 0.60%▼ 4.94%▼ 4.77%
▲ 4.89%▲ 4.48%▲ 2.60%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Neurocrine
1.41%
0.00%
1
Buy
Apr 10, 2026
Five9
▼ 5.57%
2
Close
Apr 09, 2026
ServiceNow
0.91%
▼ 9.86%
1
Buy
Apr 09, 2026
Anglogold Ashanti PLC
▲ 17.76%
4
Close
Apr 03, 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
Amplify CWP Enhanced Dividend Income ETF
4.36%
▲ 12.23%
9
Buy
Apr 01, 2026
Schwab US Dividend Equity ETF
15.04%
▲ 0.17%
13
Buy
Mar 31, 2026
Ares Management
1.1%
▼ 8.31%
1
Buy
Mar 31, 2026
American Tower
1.31%
▲ 4.92%
1
Buy
Mar 31, 2026
Waste Management
1.67%
▲ 0.67%
1
Buy
Mar 31, 2026
Brookfield Infrastructure
1.73%
▲ 1.41%
1
Buy
Mar 31, 2026
Lockheed Martin
2.23%
▲ 1.98%
1
Buy
Mar 31, 2026
Altimmune
▼ 6.20%
6
Sell
Mar 25, 2026
First Trust Nasdaq Food & Beverage ETF
▲ 56.91%
3
Sell
Mar 25, 2026
Consumer Discretionary Select Sector SPDR Fund
▲ 7.20%
4
Sell
Mar 25, 2026
IREN
▲ 3.94%
2
Sell
Mar 25, 2026
Atour Lifestyle Holdings
▼ 4.37%
2
Sell
Mar 25, 2026
Exelixis
▲ 0.27%
2
Sell
Mar 25, 2026