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SoFi Invest Account - New Portfolio

PerformancePortfolio Details

Morrie Yedor

SoFi Invest Account
Individual Investor
Ranked #77,671 out of 764,406 TipRanks' Investors
Success Rate
81%
42 out of 52
profitable transactions
Average Return
3.17%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.10%
6-Month Return-
12-Month Return-
YTD Return▲ 5.92%
Total Return▲ 5.92%

Best Trade

AssetTarget (TGT)
Opened at
Closed at
Gain▲ 14.51%

Bio

Performance

25.72%0-25.72%
▲ 5.05%
▲ 3.27%
―
Mar 2024
▼ 12.40%
▼ 4.03%
―
Apr 2024
▲ 11.46%
▲ 5.06%
―
May 2024
▼ 2.25%
▲ 3.53%
―
Jun 2024
▲ 25.72%
▲ 1.21%
―
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 4.25%
Aug 2024
▲ 7.81%
▲ 2.10%
▲ 1.34%
Sep 2024
▲ 7.79%
▲ 1.09%
▲ 0.25%
Oct 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.05%▲ 3.27%―
▼ 12.40%▼ 4.03%―
▲ 11.46%▲ 5.06%―
▼ 2.25%▲ 3.53%―
▲ 25.72%▲ 1.21%―
▼ 4.21%▲ 2.34%▲ 4.25%
▲ 7.81%▲ 2.10%▲ 1.34%
▲ 7.79%▲ 1.09%▲ 0.25%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
TGT
Target
―
▲ 14.51%
2
Sell
Aug 23, 2024
PEP
PepsiCo
―
▲ 2.09%
2
Close
Aug 21, 2024
KEY
KeyCorp
―
▲ 6.45%
2
Close
Aug 21, 2024
QCOM
Qualcomm
―
▲ 1.41%
3
Sell
Aug 21, 2024
HTGC
Hercules Capital
4.1%
▲ 6.99%
3
Buy
Aug 21, 2024
OMF
OneMain Holdings
5.05%
▲ 6.68%
3
Buy
Aug 20, 2024
RC
Ready Capital
1.73%
▼ 18.59%
2
Buy
Aug 19, 2024
PFE
Pfizer
2.5%
▼ 1.89%
2
Buy
Aug 19, 2024
TFC
Truist Financial
2.88%
▲ 1.70%
2
Buy
Aug 19, 2024
O
Realty Income
4.78%
▼ 1.63%
3
Buy
Aug 19, 2024
ADX
Adams Diversified Equity Fund Inc Shs
6.89%
▲ 2.46%
2
Buy
Aug 19, 2024
OBDC
Blue Owl Capital
2.5%
▲ 4.30%
2
Buy
Aug 16, 2024
CWEN
Clearway Energy
2.48%
▼ 2.56%
2
Buy
Aug 16, 2024
ABBV
AbbVie
2.97%
▲ 5.56%
3
Buy
Aug 16, 2024
CSQ
Calamos Strategic Total Return Fund
2.99%
▲ 4.39%
2
Buy
Aug 16, 2024
MAIN
Main Street Capital
3.06%
▲ 4.70%
2
Buy
Aug 16, 2024
BST
BlackRock Science & Technology Trust
3.47%
▲ 3.33%
2
Buy
Aug 16, 2024
ABR
Arbor Realty
8.5%
▲ 8.83%
2
Buy
Aug 16, 2024
OKE
Oneok
3.23%
▲ 12.15%
2
Buy
Aug 15, 2024
DIVO
Amplify CWP Enhanced Dividend Income ETF
5.19%
▲ 2.80%
2
Buy
Aug 15, 2024