SoFi Invest Account - New Portfolio

Ricardo

SoFi Invest Account
Individual Investor
Ranked #154,849 out of 748,870 TipRanks' Investors
Success Rate
60%
50 out of 83
profitable transactions
Average Return
7.80%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.97%
6-Month Return▲ 13.02%
12-Month Return▲ 39.00%
YTD Return▲ 10.14%
Total Return▲ 42.96%

Best Trade

Opened at
Closed at-
Gain▲ 174.62%

Bio

Performance

24.15%0-24.15%
▲ 5.14%
▲ 4.57%
▲ 19.68%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 3.92%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 16.81%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.06%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 6.06%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.34%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.87%
Jun 2024
▲ 24.15%
▲ 0.04%
▲ 0.97%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 19.68%
▼ 1.87%▲ 1.59%▼ 3.92%
▲ 14.08%▲ 5.22%▲ 16.81%
▲ 5.05%▲ 3.27%▲ 1.06%
▼ 12.40%▼ 4.03%▼ 6.06%
▲ 11.46%▲ 5.06%▲ 4.34%
▼ 2.25%▲ 3.53%▼ 1.87%
▲ 24.15%▲ 0.04%▲ 0.97%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Polygon
▲ 68.47%
2
Close
Feb 28, 2024
Cardano
▲ 126.64%
2
Close
Feb 28, 2024
Bitcoin
▲ 82.76%
2
Sell
Feb 28, 2024
Gossamer Bio
0.13%
▼ 8.92%
2
Buy
Feb 27, 2024
Entegris
0.23%
▲ 5.91%
2
Buy
Feb 27, 2024
Gilead Sciences
0.32%
▲ 3.24%
2
Buy
Feb 27, 2024
KLA
0.6%
▲ 40.24%
2
Buy
Feb 27, 2024
SolarEdge Technologies
0.05%
▼ 74.48%
2
Buy
Feb 27, 2024
Lowe's
0.49%
▲ 4.61%
2
Buy
Feb 27, 2024
Chipotle
0.58%
▲ 6.10%
2
Buy
Feb 27, 2024
First Solar
0.61%
▲ 39.37%
2
Buy
Feb 27, 2024
Canoo
0.11%
▼ 48.79%
2
Buy
Feb 27, 2024
Snowflake
0.4%
▼ 36.48%
2
Buy
Feb 27, 2024
Advanced Micro Devices
0.85%
▲ 1.74%
2
Buy
Feb 27, 2024
Take-Two
0.7%
▲ 2.91%
2
Buy
Feb 27, 2024
SoFi Technologies
0.59%
▼ 17.01%
2
Buy
Feb 27, 2024
PayPal Holdings
0.68%
▼ 7.40%
2
Buy
Feb 27, 2024
Taiwan Semiconductor Manufacturing
1.28%
▲ 42.69%
2
Buy
Feb 27, 2024
Target
0.98%
▲ 5.36%
2
Buy
Feb 27, 2024
Alphabet Class C
1.71%
▲ 30.32%
2
Buy
Feb 27, 2024