tiprankstipranks

SoFi Invest Account - New Portfolio

Shawn G

SoFi Invest Account
Individual Investor
Ranked #273,975 out of 777,622 TipRanks' Investors
Success Rate
46%
6 out of 13
profitable transactions
Average Return
44.18%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.68%
6-Month Return▲ 43.85%
12-Month Return▲ 85.01%
YTD Return0.00%
Total Return▲ 60.48%

Best Trade

Opened at
Closed at-
Gain▲ 541.42%

Bio

Performance

26.04%0-26.04%
▲ 5.91%
▲ 5.06%
▲ 8.03%
May 2024
▲ 9.79%
▲ 3.53%
▼ 6.28%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 6.38%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.75%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 9.52%
Sep 2024
▲ 10.03%
▼ 0.89%
▲ 0.07%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 19.43%
Nov 2024
▲ 5.97%
▼ 2.41%
▲ 2.34%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.91%▲ 5.06%▲ 8.03%
▲ 9.79%▲ 3.53%▼ 6.28%
▲ 8.13%▲ 1.21%▲ 6.38%
▼ 13.14%▲ 2.34%▲ 2.75%
▲ 2.93%▲ 2.10%▲ 9.52%
▲ 10.03%▼ 0.89%▲ 0.07%
▲ 26.04%▲ 5.96%▲ 19.43%
▲ 5.97%▼ 2.41%▲ 2.34%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bed Bath & Beyond
▼ 93.28%
2
Close
Oct 02, 2023
Kontoor Brands
▼ 3.93%
2
Close
Mar 12, 2023
Blink Charging Co
▼ 8.68%
4
Sell
Mar 12, 2023
Intuitive Machines
18.03%
▼ 3.35%
1
Buy
Mar 10, 2023
Ardmore Shipping
11.6%
▼ 33.50%
1
Buy
Mar 03, 2023
Grayscale Ethereum Trust (ETH)
▼ 1.22%
2
Sell
Mar 02, 2023
Vanguard FTSE Emerging Markets ETF
3.98%
▲ 8.88%
1
Buy
Mar 01, 2023
Vanguard Total Stock Market ETF
24.87%
▲ 44.90%
1
Buy
Mar 01, 2023
iShares Core Total USD Bond Market ETF
24.71%
▲ 0.49%
1
Buy
Mar 01, 2023
Grayscale Bitcoin
4.49%
▲ 541.42%
1
Buy
Feb 28, 2023
iShares Core MSCI EAFE ETF
11.25%
▲ 7.48%
1
Buy
Feb 28, 2023
SoFi Technologies
1.07%
▲ 123.87%
1
Buy
Feb 17, 2023