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SoFi Invest Account - New Portfolio
Shawn G
SoFi Invest AccountIndividual Investor
Ranked #319,839 out of 744,499 TipRanks' Investors
Success Rate
6 out of 13
profitable transactions
profitable transactions
Average Return
16.20%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 5.05%
6-Month Return▲ 23.98%
12-Month Return▲ 16.62%
YTD Return▲ 22.62%
Total Return▲ 10.09%
Best Trade
Bio
Performance
18.54%0-18.54%
▲ 5.14%
▲ 4.57%
▲ 7.66%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 6.36%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 18.54%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.85%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 6.09%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 8.03%
May 2024
▼ 2.25%
▲ 3.53%
▼ 6.28%
Jun 2024
▲ 13.13%
▲ 1.91%
▲ 0.44%
Jul 2024
▲ 5.14%▲ 4.57%▲ 7.66%
▼ 1.87%▲ 1.59%▲ 6.36%
▲ 14.08%▲ 5.22%▲ 18.54%
▲ 5.05%▲ 3.27%▲ 1.85%
▼ 12.40%▼ 4.03%▼ 6.09%
▲ 11.46%▲ 5.06%▲ 8.03%
▼ 2.25%▲ 3.53%▼ 6.28%
▲ 13.13%▲ 1.91%▲ 0.44%
Recent Activity
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
3.92%
▼ 80.89%
1
Buy
Mar 10, 2023
Ardmore Shipping
21.19%
▲ 17.62%
1
Buy
Mar 03, 2023
Grayscale Ethereum Trust (ETH)
―
▼ 1.22%
2
Sell
Mar 02, 2023
Vanguard FTSE Emerging Markets ETF
4.49%
▲ 10.41%
1
Buy
Mar 01, 2023
Vanguard Total Stock Market ETF
25.96%
▲ 36.05%
1
Buy
Mar 01, 2023
iShares Core Total USD Bond Market ETF
27.54%
▲ 0.98%
1
Buy
Mar 01, 2023
Grayscale Bitcoin
3.2%
▲ 334.58%
1
Buy
Feb 28, 2023
iShares Core MSCI EAFE ETF
13.17%
▲ 13.56%
1
Buy
Feb 28, 2023
SoFi Technologies
0.54%
▼ 5.95%
1
Buy
Feb 17, 2023