tiprankstipranks

SoFi Invest Account - New Portfolio

5BB7F578

SoFi Invest Account
Individual Investor
Ranked #407,389 out of 747,498 TipRanks' Investors
Success Rate
39%
14 out of 36
profitable transactions
Average Return
-4.74%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.50%
6-Month Return-
12-Month Return-
YTD Return▲ 11.90%
Total Return▲ 11.90%

Best Trade

Opened at
Closed at
Gain▲ 12.75%

Bio

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
Dec 2023
▼ 1.87%
▲ 1.59%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 20.53%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.97%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 9.58%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 11.00%
May 2024
▼ 2.25%
▲ 3.53%
▼ 11.09%
Jun 2024
▲ 25.65%
▲ 0.88%
▼ 1.81%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%
▼ 1.87%▲ 1.59%
▲ 14.08%▲ 5.22%▲ 20.53%
▲ 5.05%▲ 3.27%▲ 5.97%
▼ 12.40%▼ 4.03%▼ 9.58%
▲ 11.46%▲ 5.06%▲ 11.00%
▼ 2.25%▲ 3.53%▼ 11.09%
▲ 25.65%▲ 0.88%▼ 1.81%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Toast Inc
▲ 3.30%
9
Sell
Jun 13, 2024
Advanced Micro Devices
▼ 10.32%
6
Close
Jun 13, 2024
T Mobile US
9.67%
▲ 6.08%
2
Buy
Jun 13, 2024
Repay Holdings
7.71%
▼ 7.08%
2
Buy
Jun 12, 2024
IShares Bitcoin Trust Registered
13.99%
▼ 2.86%
3
Buy
Jun 12, 2024
Nvidia
11.52%
▼ 4.04%
1
Buy
Jun 12, 2024
Energy Transfer
▼ 0.52%
2
Sell
Jun 07, 2024
Bank of America
▲ 0.63%
2
Close
Jun 07, 2024
Snowflake
▼ 6.10%
2
Close
Jun 01, 2024
Kroger Company
▼ 0.41%
2
Close
May 29, 2024
Devon Energy
▼ 0.02%
2
Close
May 29, 2024
AbbVie
▼ 0.14%
2
Close
May 29, 2024
iShares Russell 2000 ETF
▲ 0.01%
2
Close
May 29, 2024
Schwab US Dividend Equity ETF
8.42%
▲ 3.75%
1
Buy
May 24, 2024
iShares Core Dividend Growth ETF
10.85%
▲ 2.98%
1
Buy
May 24, 2024
Vanguard Total Stock Market ETF
11.37%
▲ 3.54%
1
Buy
May 24, 2024
Vanguard S&P 500 ETF
18.33%
▲ 3.60%
1
Buy
May 24, 2024
Celsius Holdings
8.16%
▼ 26.94%
8
Buy
May 01, 2024