Calculators

401k Retirement Calculator Mortgage Calculator

New

Student Loan Calculator Auto Loan Calculator

Education

How To Use TipRanks TipRanks Labs Webinar Center Glossary FAQs

About Us

About TipRanks Contact Us Careers Reviews Mobile APP

Working with TipRanks

Enterprise Solutions Top Online Brokers Become an Affiliate

News Trending Portfolio

TOOLS

Top Smart Score Stocks

STOCKS

Best High Yield Dividend Stocks

Dividend Aristocrats

Dividend Stock Comparison

New

Dividend Calculator

Dividend Returns Comparison

Dividend Calendar

Top Analysts

Top Financial Bloggers

Top-Performing Corporate Insiders

Top Hedge Fund Managers

Top Research Firms

Top Individual Investors

News

Portfolio

Personal Finance Center

Mortgages

Loans

Investing & Retirement

Spending & Savings

Calculators

Compound Interest Calculator

Student Loan Calculator

401k Retirement Calculator

Education

About Us

Working with TipRanks

Enterprise Solutions

Top Online Brokers

Become an Affiliate

SoFi Invest Account - New Portfolio

Performance Portfolio Details

Matthew

SoFi Invest Account

Individual Investor

Ranked #65,865 out of 746,803 TipRanks' Investors

Success Rate

524 out of 726
profitable transactions

Average Return

5.73%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

6.12% AVGO

6.08% AAPL

5.04% AMZN

4.87% GOOGL

4.68% MSFT

73.21% Others

By Assets

80.87% Stocks

15.20% ETFs

3.93% Funds

0.00% Cryptocurrency

0.00% Cash

By Sector

20.19% Technology

19.13% General

12.10% Communication Services

10.23% Consumer Defensive

9.35% Financial

29.00% Other

Portfolio Holdings

2jcxrv

premium

2jcxrv

premium

2jcxrv

obt6xpsmu

premium

obt6xpsmu

premium

obt6xpsmu

ijqp3xcjay

premium

ijqp3xcjay

premium

ijqp3xcjay

qph1i10c7

premium

qph1i10c7

premium

qph1i10c7

hh9svf7

premium

hh9svf7

premium

hh9svf7

wq3ccp7b

premium

wq3ccp7b

premium

wq3ccp7b

b3xu4bx

premium

b3xu4bx

premium

b3xu4bx

j0fb0e9ji4f

premium

j0fb0e9ji4f

premium

j0fb0e9ji4f

bw5eb06eawn

premium

bw5eb06eawn

premium

bw5eb06eawn

jetyyj14ft

premium

jetyyj14ft

premium

jetyyj14ft

To view investors' portfolios

QIWI

Qiwi

―

premium

―

premium

$355.58M

0.00%

LCID

Lucid Group

$3.97

$0.36

(9.97%)

Pre

3.27%

premium

0 Buy

5 Hold

2 Sell

Moderate Sell

premium

$9.16B

-48.65%

SIFY

Sify Technologies

$0.45

$0.014

(3.07%)

Pre

6.39%

premium

―

premium

$83.14M

-85.44%

ORGN

Origin Materials

$1.04

$0.04

(4%)

Pre

3.81%

premium

―

premium

$152.90M

-76.63%

FSRNQ

Fisker

$0.01

>$0.001

(4.23%)

premium

―

premium

$20.64M

-99.85%

TLRY

Tilray

$1.93

$0.02

(1.05%)

Pre

2.59%

premium

1 Buy

2 Hold

0 Sell

Moderate Buy

premium

$1.59B

13.02%

WBD

Warner Bros

$7.98

$0.56

(7.55%)

Pre

0.88%

premium

11 Buy

6 Hold

1 Sell

Moderate Buy

premium

$19.55B

-39.72%

PEP

PepsiCo

$164.76

$0.9

(0.55%)

Pre

0.81%

premium

11 Buy

7 Hold

0 Sell

Moderate Buy

premium

$226.31B

-8.53%

ABBV

AbbVie

$169.20

$1.17

(0.7%)

Pre

0.12%

premium

12 Buy

3 Hold

0 Sell

Strong Buy

premium

$298.78B

29.44%

BIP

Brookfield Infrastructure

$31.52

$0.96

(3.14%)

Pre

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$20.55B

-9.77%

Procter & Gamble

$166.95

$2.37

(1.44%)

Pre

0.46%

premium

13 Buy

5 Hold

0 Sell

Moderate Buy

premium

$394.02B

14.92%

PFE

Pfizer

$29.50

$0.4

(1.37%)

Pre

0.51%

premium

7 Buy

8 Hold

0 Sell

Moderate Buy

premium

$167.16B

-14.31%

MPLX

$42.23

$0.13

(0.31%)

Pre

0.59%

premium

7 Buy

2 Hold

1 Sell

Moderate Buy

premium

$42.91B

34.15%

SOFI

SoFi Technologies

$7.75

$0.42

(5.73%)

Pre

2.58%

premium

4 Buy

9 Hold

3 Sell

Hold

premium

$8.19B

-22.68%

AT&T

$18.85

$0.27

(1.45%)

Pre

0.37%

premium

11 Buy

4 Hold

0 Sell

Moderate Buy

premium

$135.16B

46.76%

VOO < ETF >

Vanguard S&P 500 ETF

$519.04

$2.93

(0.57%)

Pre

0.89%

premium

4K Buy

2K Hold

302 Sell

Moderate Buy

premium

$489.99B

25.31%

MSFT

Microsoft

$449.52

$4.44

(0.98%)

Pre

1.23%

premium

33 Buy

1 Hold

0 Sell

Strong Buy

premium

$3.34T

31.04%

JEPI < ETF >

JPMorgan Equity Premium Income ETF

$57.22

$0.36

(0.63%)

Pre

0.12%

premium

1K Buy

506 Hold

55 Sell

Moderate Buy

premium

$33.97B

2.67%

IRM

Iron Mountain

$99.98

$2.15

(2.2%)

Pre

0.06%

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$29.31B

65.42%

Verizon

$41.45

$0.66

(1.62%)

Pre

0.24%

premium

7 Buy

7 Hold

0 Sell

Moderate Buy

premium

$174.47B

39.07%

DLY < FUND >

DoubleLine Yield Opportunities Fund

$16.07

$0.1

(0.63%)

Pre

1.18%

premium

―

premium

$770.49M

11.68%

CAT

Caterpillar

$360.58

$14.81

(4.28%)

Pre

0.39%

premium

8 Buy

6 Hold

1 Sell

Moderate Buy

premium

$176.34B

36.79%

MFA

MFA Financial

$11.72

$0.27

(2.36%)

Pre

0.26%

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$1.20B

18.03%

Coca-Cola

$64.27

$0.86

(1.36%)

Pre

0.28%

premium

14 Buy

2 Hold

0 Sell

Strong Buy

premium

$276.87B

7.62%

SCHD < ETF >

Schwab US Dividend Equity ETF

$81.26

$1.33

(1.66%)

Pre

0.2%

premium

401 Buy

419 Hold

66 Sell

Hold

premium

$56.24B

11.03%

GOOGL

Alphabet Class A

$183.92

$2.61

(1.4%)

Pre

0.58%

premium

32 Buy

6 Hold

0 Sell

Strong Buy

premium

$2.28T

47.72%

XOM

Exxon Mobil

$116.04

$0.83

(0.72%)

Pre

0.16%

premium

11 Buy

6 Hold

0 Sell

Moderate Buy

premium

$520.55B

17.64%

AMZN

Amazon

$193.02

$0.3

(0.16%)

Pre

0.85%

premium

44 Buy

0 Hold

0 Sell

Strong Buy

premium

$2.01T

44.52%

AAPL

Apple

$234.82

$0.42

(0.18%)

Pre

2.09%

premium

25 Buy

9 Hold

1 Sell

Moderate Buy

premium

$3.60T

21.69%

CLM < FUND >

Cornerstone Strategic Value Fund Inc

$7.72

$0.02

(0.26%)

Pre

premium

―

premium

$1.70B

-8.09%

PDI

PIMCO Dynamic

$18.95

$0.05

(0.26%)

Pre

premium

―

premium

―

15.81%

QRMI < ETF >

Global X NASDAQ 100 Risk Managed Income ETF

$17.13

$0.01

(0.06%)

premium

1K Buy

577 Hold

64 Sell

Moderate Buy

premium

$15.23M

-6.55%

UTG < FUND >

Reaves Utility Income Fund

$28.34

$0.13

(0.46%)

Pre

0.04%

premium

―

premium

$2.24B

1.87%

ECAT < FUND >

BlackRock ESG Capital Allocation Trust

$17.72

$0.26

(1.45%)

Pre

0.06%

premium

―

premium

$1.92B

12.87%

UPS

United Parcel

$147.33

$3.18

(2.21%)

Pre

0.56%

premium

9 Buy

8 Hold

1 Sell

Moderate Buy

premium

$126.05B

-15.85%

WDI < FUND >

Western Asset Diversified Income Fund Registeredof Benef Interest

$14.92

$0.1

(0.67%)

Pre

0.54%

premium

―

premium

$772.68M

8.60%

CONY < ETF >

YieldMax COIN Option Income Strategy ETF

$20.25

$0.22

(1.1%)

Pre

0.3%

premium

―

premium

$663.23M

1.34%

AVGO

Broadcom

$169.38

$2.045

(1.19%)

Pre

3.26%

premium

22 Buy

1 Hold

0 Sell

Strong Buy

premium

$788.42B

91.62%

MRNY < ETF >

YieldMax MRNA Option Income Strategy ETF

$15.84

$0.43

(2.79%)

Pre

0.06%

premium

―

premium

$30.56M

-23.49%

WMT

Walmart

$69.99

$0.38

(0.55%)

Pre

0.19%

premium

27 Buy

3 Hold

0 Sell

Strong Buy

premium

$562.97B

37.53%

RIO

Rio Tinto

$66.32

$1.23

(1.82%)

Pre

0.39%

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$111.55B

7.46%

BLK

BlackRock

$843.94

$20.98

(2.55%)

Pre

0.23%

premium

10 Buy

1 Hold

0 Sell

Strong Buy

premium

$125.41B

16.11%

COST

Costco

$850.77

$2.04

(0.24%)

Pre

0.27%

premium

19 Buy

6 Hold

0 Sell

Strong Buy

premium

$377.18B

58.05%

BXSL

Blackstone Secured Lending Fund

$30.53

$0.04

(0.13%)

Pre

0.13%

premium

6 Buy

1 Hold

0 Sell

Strong Buy

premium

$6.06B

22.92%

FRO

Frontline

$23.80

$0.22

(0.93%)

Pre

0.03%

premium

4 Buy

0 Hold

0 Sell

Strong Buy

premium

$5.30B

74.61%

AMLP < ETF >

Alerian MLP ETF

$48.88

$0.17

(0.35%)

Pre

premium

45 Buy

27 Hold

9 Sell

Moderate Buy

premium

$8.97B

21.80%

JPM

JPMorgan Chase & Co.

$213.62

$3.57

(1.7%)

Pre

0.19%

premium

16 Buy

6 Hold

0 Sell

Moderate Buy

premium

$613.45B

40.39%

NVDA

Nvidia

$126.36

$2.08

(1.62%)

Pre

3.61%

premium

37 Buy

4 Hold

0 Sell

Strong Buy

premium

$3.11T

172.03%