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SoFi Invest Account - New Portfolio

PerformancePortfolio Details

Morrie Yedor

SoFi Invest Account
Individual Investor
Ranked #189,521 out of 775,913 TipRanks' Investors
Success Rate
69%
36 out of 52
profitable transactions
Average Return
2.17%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.69%
6-Month Return-
12-Month Return-
YTD Return▲ 6.10%
Total Return▲ 6.10%

Best Trade

AssetGladstone C... (GLAD)
Opened at
Closed at-
Gain▲ 20.99%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
―
May 2024
▼ 2.25%
▲ 3.53%
―
Jun 2024
▲ 25.71%
▲ 1.21%
―
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 4.25%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.34%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 0.13%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 4.70%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 3.95%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%―
▼ 2.25%▲ 3.53%―
▲ 25.71%▲ 1.21%―
▼ 4.22%▲ 2.34%▲ 4.25%
▲ 7.82%▲ 2.10%▲ 1.34%
▲ 5.38%▼ 0.89%▼ 0.13%
▲ 43.22%▲ 5.96%▲ 4.70%
▲ 3.34%▼ 1.56%▼ 3.95%

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
4.12%
▲ 4.02%
3
Buy
Aug 21, 2024
OMF
OneMain Holdings
5.3%
▲ 11.49%
3
Buy
Aug 20, 2024
RC
Ready Capital
1.87%
▼ 13.71%
2
Buy
Aug 19, 2024
PFE
Pfizer
2.36%
▼ 8.61%
2
Buy
Aug 19, 2024
TFC
Truist Financial
2.94%
▲ 2.33%
2
Buy
Aug 19, 2024
O
Realty Income
4.32%
▼ 12.53%
3
Buy
Aug 19, 2024
ADX
Adams Diversified Equity Fund Inc Shs
6.48%
▼ 4.06%
2
Buy
Aug 19, 2024
OBDC
Blue Owl Capital
2.59%
▲ 5.34%
2
Buy
Aug 16, 2024
CWEN
Clearway Energy
2.35%
▼ 10.59%
2
Buy
Aug 16, 2024
ABBV
AbbVie
2.58%
▼ 9.09%
3
Buy
Aug 16, 2024
CSQ
Calamos Strategic Total Return Fund
3.12%
▲ 7.64%
2
Buy
Aug 16, 2024
MAIN
Main Street Capital
3.43%
▲ 15.02%
2
Buy
Aug 16, 2024
BST
BlackRock Science & Technology Trust
3.54%
▲ 5.65%
2
Buy
Aug 16, 2024
ABR
Arbor Realty
7.94%
▲ 1.59%
2
Buy
Aug 16, 2024
OKE
Oneok
3.49%
▲ 15.85%
2
Buy
Aug 15, 2024
DIVO
Amplify CWP Enhanced Dividend Income ETF
5.27%
▲ 3.44%
2
Buy
Aug 15, 2024