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SoFi Self-directed - New Portfolio

Robert Dunning Jr

SoFi Self-directed
Individual Investor
Ranked #427,484 out of 848,603 TipRanks' Investors
Success Rate
57%
342 out of 600
profitable transactions
Average Return
0.79%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.96%
6-Month Return-
12-Month Return-
YTD Return▲ 6.32%
Total Return▲ 9.13%

Best Trade

Opened at
Closed at
Gain▲ 118.27%

Bio

Performance

12.88%0-12.88%
▲ 9.25%
▲ 5.14%
Jun 2025
▲ 7.60%
▲ 2.30%
Jul 2025
▲ 2.76%
▲ 2.05%
Aug 2025
▲ 12.88%
▲ 3.56%
Sep 2025
▲ 10.96%
▲ 2.38%
Oct 2025
▼ 3.58%
▲ 0.19%
▲ 5.36%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 2.58%
Dec 2025
▲ 3.08%
▲ 1.94%
▲ 6.32%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 9.25%▲ 5.14%
▲ 7.60%▲ 2.30%
▲ 2.76%▲ 2.05%
▲ 12.88%▲ 3.56%
▲ 10.96%▲ 2.38%
▼ 3.58%▲ 0.19%▲ 5.36%
▼ 0.10%▲ 0.08%▼ 2.58%
▲ 3.08%▲ 1.94%▲ 6.32%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
United States Antimony
▼ 0.63%
6
Close
Jan 15, 2026
OneMain Holdings
▼ 1.98%
6
Close
Jan 15, 2026
Joby Aviation
▲ 5.46%
5
Close
Jan 15, 2026
Serve Robotics Inc
▲ 5.57%
5
Close
Jan 15, 2026
Intuitive Machines
▼ 8.04%
5
Close
Jan 15, 2026
Super Micro Computer
▼ 6.37%
4
Close
Jan 15, 2026
Uranium Energy
0.00%
2
Close
Jan 15, 2026
Bloom Energy
1.81%
▼ 2.35%
7
Buy
Jan 14, 2026
SoFi
▲ 3.75%
8
Close
Jan 14, 2026
iShares 0-3 Month Treasury Bond ETF
▲ 0.01%
7
Close
Jan 14, 2026
Mitsubishi UFJ
▲ 3.25%
5
Close
Jan 14, 2026
Ondas Holdings
1.99%
▲ 20.93%
4
Buy
Jan 14, 2026
Advanced Micro Devices
2.09%
▼ 0.70%
4
Buy
Jan 14, 2026
Red Cat Holdings
1.77%
▼ 4.59%
5
Buy
Jan 14, 2026
Hyperscale Data
▼ 5.93%
3
Close
Jan 14, 2026
Lifeward
1.29%
▲ 8.66%
5
Buy
Jan 14, 2026
NorthShore Global Uranium Mining ETF
▼ 2.72%
4
Close
Jan 14, 2026
Buda Juice, Inc.
▲ 2.44%
3
Close
Jan 14, 2026
Western Copper
▼ 0.30%
2
Close
Jan 14, 2026
Lithium Argentina
1.66%
0.00%
1
Buy
Jan 14, 2026