tiprankstipranks

SoFi Invest Account - New Portfolio

grant graham

SoFi Invest Account
Individual Investor
Ranked #209,979 out of 747,498 TipRanks' Investors
Success Rate
55%
16 out of 29
profitable transactions
Average Return
21.20%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.42%
6-Month Return▼ 7.10%
12-Month Return▼ 0.68%
YTD Return▼ 13.20%
Total Return▲ 18.78%

Best Trade

Opened at
Closed at-
Gain▲ 193.70%

Bio

Performance

29.87%0-29.87%
▲ 5.14%
▲ 4.57%
▲ 17.11%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 8.60%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 13.39%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 11.16%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 10.26%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 2.51%
May 2024
▼ 2.25%
▲ 3.53%
▼ 16.82%
Jun 2024
▲ 29.87%
▲ 0.88%
▲ 3.54%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 17.11%
▼ 1.87%▲ 1.59%▼ 8.60%
▲ 14.08%▲ 5.22%▲ 13.39%
▲ 5.05%▲ 3.27%▲ 11.16%
▼ 12.40%▼ 4.03%▼ 10.26%
▲ 11.46%▲ 5.06%▼ 2.51%
▼ 2.25%▲ 3.53%▼ 16.82%
▲ 29.87%▲ 0.88%▲ 3.54%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
JPMorgan Equity Premium Income ETF
0.9%
▲ 0.03%
3
Buy
May 07, 2024
Volcon
0.61%
▼ 94.34%
3
Buy
Apr 03, 2024
Vanguard Small-Cap ETF
▲ 19.32%
2
Close
Mar 17, 2024
Lumen Technologies
▼ 71.03%
2
Sell
Mar 17, 2024
AbbVie
▲ 10.55%
2
Close
Mar 17, 2024
Pfizer
▼ 45.73%
2
Close
Mar 17, 2024
Mesabi Shs
0.13%
▼ 2.50%
2
Buy
Mar 15, 2024
Intel
0.54%
▼ 0.01%
2
Buy
Mar 15, 2024
VEON
13.52%
▲ 139.73%
2
Sell
Mar 15, 2024
SoFi Technologies
29.87%
▲ 47.77%
4
Buy
Mar 15, 2024
Oatly Group
4.03%
▲ 22.85%
2
Sell
Jan 08, 2024
Mind Medicine
17.21%
▲ 151.31%
3
Buy
Oct 23, 2023
SNDL
2.78%
▲ 19.57%
2
Buy
Jul 14, 2023
Anavex Life Sciences
0.37%
▼ 36.28%
1
Buy
Dec 16, 2022
Golden Ocean Group
1.61%
▲ 47.05%
1
Buy
Dec 16, 2022
Amazon
2.36%
▲ 109.24%
1
Buy
Dec 16, 2022