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SoFi Invest Account - New Portfolio
Matthew
SoFi Invest AccountIndividual Investor
Ranked #65,865 out of 746,803 TipRanks' Investors
Success Rate
524 out of 726
profitable transactions
profitable transactions
Average Return
5.73%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.56%
6-Month Return▲ 12.89%
12-Month Return-
YTD Return▲ 10.81%
Total Return▲ 9.66%
Best Trade
Bio
Investing to retire early and live on dividends.
Performance
28.20%0-28.20%
▲ 5.14%
▲ 4.57%
▲ 4.95%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.04%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.60%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 0.74%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.02%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.34%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.01%
Jun 2024
▲ 28.20%
▲ 3.18%
▲ 3.77%
Jul 2024
▲ 5.14%▲ 4.57%▲ 4.95%
▼ 1.87%▲ 1.59%▲ 0.04%
▲ 14.08%▲ 5.22%▲ 1.60%
▲ 5.05%▲ 3.27%▲ 0.74%
▼ 12.40%▼ 4.03%▼ 2.02%
▲ 11.46%▲ 5.06%▲ 4.34%
▼ 2.25%▲ 3.53%▲ 2.01%
▲ 28.20%▲ 3.18%▲ 3.77%
Recent Activity
Brookfield Infrastructure
0.49%
▲ 6.61%
9
Buy
Jul 02, 2024
JPMorgan Equity Premium Income ETF
2.38%
▲ 1.76%
24
Buy
Jul 02, 2024
Coca-Cola
2.92%
▲ 4.50%
11
Buy
Jul 02, 2024
Schwab US Dividend Equity ETF
3.26%
▲ 3.12%
18
Buy
Jul 02, 2024
PIMCO Dynamic
0.87%
▲ 1.87%
12
Buy
Jul 02, 2024
Global X NASDAQ 100 Risk Managed Income ETF
1.06%
▲ 0.63%
13
Buy
Jul 02, 2024
Western Asset Diversified Income Fund Registeredof Benef Interest
0.67%
▲ 2.31%
13
Buy
Jul 02, 2024
Barings Corporate Investors
―
▲ 3.56%
15
Close
Jun 30, 2024
Nikola
―
▼ 48.65%
3
Close
Jun 28, 2024
PepsiCo
1.5%
▼ 0.44%
11
Buy
Jun 28, 2024
Procter & Gamble
2.61%
▲ 7.02%
18
Buy
Jun 28, 2024
SoFi Technologies
0.61%
▲ 3.87%
2
Buy
Jun 28, 2024
Microsoft
4.68%
▲ 12.67%
18
Buy
Jun 28, 2024
DoubleLine Yield Opportunities Fund
0.98%
▲ 4.71%
17
Buy
Jun 28, 2024
Exxon Mobil
0.5%
▲ 2.55%
6
Buy
Jun 28, 2024
Amazon
5.04%
▲ 17.75%
7
Buy
Jun 28, 2024
Cornerstone Strategic Value Fund Inc
0.48%
▲ 1.97%
13
Buy
Jun 28, 2024
Reaves Utility Income Fund
1.05%
▲ 6.73%
16
Buy
Jun 28, 2024
BlackRock ESG Capital Allocation Trust
0.76%
▲ 5.39%
16
Buy
Jun 28, 2024
United Parcel
1.96%
▼ 1.26%
11
Buy
Jun 28, 2024