tiprankstipranks

SoFi Invest Account - New Portfolio

Ethan

SoFi Invest Account
Individual Investor
Ranked #335,818 out of 747,498 TipRanks' Investors
Success Rate
49%
165 out of 339
profitable transactions
Average Return
4.26%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.14%
6-Month Return▲ 33.52%
12-Month Return-
YTD Return▲ 29.49%
Total Return▲ 28.51%

Best Trade

Opened at
Closed at
Gain▲ 117.89%

Bio

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 3.32%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 6.05%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 4.17%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 11.15%
Mar 2024
▼ 12.40%
▼ 4.03%
▲ 6.92%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.46%
May 2024
▼ 2.25%
▲ 3.53%
▲ 8.97%
Jun 2024
▲ 25.65%
▲ 0.88%
▼ 1.26%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 3.32%
▼ 1.87%▲ 1.59%▼ 6.05%
▲ 14.08%▲ 5.22%▲ 4.17%
▲ 5.05%▲ 3.27%▲ 11.15%
▼ 12.40%▼ 4.03%▲ 6.92%
▲ 11.46%▲ 5.06%▲ 3.46%
▼ 2.25%▲ 3.53%▲ 8.97%
▲ 25.65%▲ 0.88%▼ 1.26%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Microsoft
11.25%
▲ 4.79%
28
Buy
Jul 18, 2024
Broadcom
▼ 0.16%
22
Sell
Jul 18, 2024
Meta Platforms
▲ 4.11%
17
Sell
Jul 18, 2024
Amazon
20.86%
▲ 18.46%
26
Buy
Jul 18, 2024
Nvidia
5.9%
▲ 19.20%
35
Sell
Jul 18, 2024
Advanced Micro Devices
▼ 4.10%
28
Close
Jul 18, 2024
Microstrategy
▲ 2.62%
7
Close
Jul 18, 2024
Alphabet Class A
18.29%
▲ 3.79%
18
Buy
Jul 18, 2024
Intel
8.15%
▼ 4.94%
5
Buy
Jul 18, 2024
Costco
▲ 0.15%
8
Close
Jul 18, 2024
Qualcomm
▼ 4.56%
4
Close
Jul 18, 2024
Boeing
3.73%
▼ 2.90%
6
Buy
Jul 17, 2024
Marvell
12.29%
▲ 1.96%
6
Buy
Jul 17, 2024
Charter Communications
2.11%
▼ 1.03%
1
Buy
Jul 15, 2024
Tesla
11.59%
▲ 16.36%
13
Sell
Jul 10, 2024
Micron
▲ 1.82%
6
Close
Jul 08, 2024
ARM Holdings PLC ADR
▲ 46.44%
5
Close
Jun 24, 2024
Occidental Petroleum
▲ 0.17%
4
Sell
Jun 24, 2024
Eli Lilly & Co
▲ 0.38%
5
Sell
Jun 24, 2024
Apple
5.83%
▲ 13.18%
8
Sell
Jun 21, 2024