SoFi Invest Account - New Portfolio

Morrie Yedor

SoFi Invest Account
Individual Investor
Ranked #57,780 out of 753,381 TipRanks' Investors
Success Rate
85%
44 out of 52
profitable transactions
Average Return
2.10%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.15%
6-Month Return-
12-Month Return-
YTD Return▲ 3.15%
Total Return▲ 3.15%

Best Trade

Opened at
Closed at
Gain▲ 14.51%

Bio

Performance

25.76%0-25.76%
▼ 1.87%
▲ 1.59%
Jan 2024
▲ 14.08%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
Mar 2024
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.76%
▲ 1.21%
Jul 2024
▼ 2.89%
▲ 2.06%
▲ 3.15%
Aug 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 1.87%▲ 1.59%
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.76%▲ 1.21%
▼ 2.89%▲ 2.06%▲ 3.15%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Target
▲ 14.51%
2
Sell
Aug 23, 2024
PepsiCo
▲ 2.09%
2
Close
Aug 21, 2024
KeyCorp
▲ 6.45%
2
Close
Aug 21, 2024
Qualcomm
▲ 1.41%
3
Sell
Aug 21, 2024
Hercules Capital
3.98%
▼ 0.04%
3
Buy
Aug 21, 2024
OneMain Holdings
5.02%
▲ 4.83%
3
Buy
Aug 20, 2024
Ready Capital
2.19%
▲ 0.31%
2
Buy
Aug 19, 2024
Pfizer
2.6%
▲ 0.19%
2
Buy
Aug 19, 2024
Truist Financial
2.99%
▲ 3.56%
2
Buy
Aug 19, 2024
Realty Income
5.03%
▲ 1.22%
3
Buy
Aug 19, 2024
Adams Diversified Equity Fund Inc Shs
6.81%
▲ 0.29%
2
Buy
Aug 19, 2024
Blue Owl Capital
2.55%
▲ 3.40%
2
Buy
Aug 16, 2024
Clearway Energy
2.65%
▲ 0.12%
2
Buy
Aug 16, 2024
AbbVie
2.92%
▲ 2.29%
3
Buy
Aug 16, 2024
Calamos Strategic Total Return Fund
2.99%
▲ 2.64%
2
Buy
Aug 16, 2024
Main Street Capital
3.04%
▲ 1.34%
2
Buy
Aug 16, 2024
BlackRock Science & Technology Trust
3.44%
▲ 2.18%
2
Buy
Aug 16, 2024
Arbor Realty
7.73%
▼ 1.58%
2
Buy
Aug 16, 2024
Oneok
3.09%
▲ 1.95%
2
Buy
Aug 15, 2024
Amplify CWP Enhanced Dividend Income ETF
5.23%
▲ 2.19%
2
Buy
Aug 15, 2024