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:

Allocation

Top Stocks
7.75% ABR
6.82% ADX
6.67% MO
5.76% RDVI
5.24% DIVO
67.76% Others
By Assets
66.90% Stocks
17.74% Funds
15.16% ETFs
0.21% Cash
0.00% Cryptocurrency
By Sector
34.10% Financial
32.97% General
14.98% Real Estate
6.67% Consumer Defensive
5.53% Healthcare
5.75% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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MGK
MGK
< ETF >
Vanguard Mega Cap Growth ETF
$316.62
$3.23
(1.03%)
premium
1K Buy
435 Hold
39 Sell
Moderate Buy
premium
$22.18B
37.02%
TSLX
Sixth Street Specialty Lending
$21.10
$0.27
(1.3%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.96B
5.39%
GLAD
Gladstone Capital
$22.68
$0.06
(0.27%)
premium
premium
$493.39M
13.29%
RC
Ready Capital
$8.44
$0.04
(0.48%)
premium
1 Buy
3 Hold
1 Sell
Hold
premium
$1.42B
-19.92%
OBDC
Blue Owl Capital
$14.91
$0.17
(1.15%)
premium
5 Buy
3 Hold
1 Sell
Moderate Buy
premium
$5.82B
9.79%
PFE
Pfizer
$28.90
$0.12
(0.42%)
premium
8 Buy
10 Hold
0 Sell
Moderate Buy
premium
$163.77B
-20.08%
CWEN
Clearway Energy
$29.16
$0.48
(1.67%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$5.82B
16.83%
ORI
Old Republic International
$35.24
$0.43
(1.24%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$9.11B
29.18%
ABBV
AbbVie
$197.55
$1.18
(0.6%)
premium
11 Buy
5 Hold
0 Sell
Moderate Buy
premium
$348.94B
34.73%
TFC
Truist Financial
$43.84
$1.97
(4.71%)
premium
8 Buy
9 Hold
0 Sell
Moderate Buy
premium
$58.71B
51.91%
CSQ
CSQ
< FUND >
Calamos Strategic Total Return Fund
$17.03
$0.23
(1.37%)
premium
premium
$2.71B
19.26%
ARCC
Ares Capital
$20.92
$0.01
(0.05%)
premium
6 Buy
3 Hold
0 Sell
Moderate Buy
premium
$13.19B
8.90%
CGBD
TCG BDC
$16.84
$0.17
(1.02%)
premium
1 Buy
2 Hold
1 Sell
Hold
premium
$856.29M
15.26%
MAIN
Main Street Capital
$49.69
$0.21
(0.42%)
premium
1 Buy
3 Hold
0 Sell
Hold
premium
$4.33B
24.94%
OKE
Oneok
$88.07
$0.57
(0.65%)
premium
7 Buy
5 Hold
0 Sell
Moderate Buy
premium
$51.44B
36.80%
BST
BST
< FUND >
BlackRock Science & Technology Trust
$35.26
$0.45
(1.29%)
premium
premium
$781.29M
9.78%
CSWC
Capital Southwest
$24.72
$0.09
(0.37%)
premium
0 Buy
3 Hold
0 Sell
Hold
premium
$1.16B
13.34%
HTGC
Hercules Capital
$18.46
$0.18
(0.98%)
premium
5 Buy
3 Hold
0 Sell
Moderate Buy
premium
$3.00B
13.11%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$58.11
$0.24
(0.41%)
premium
1K Buy
556 Hold
51 Sell
Moderate Buy
premium
$34.51B
6.64%
CRF
CRF
< FUND >
Cornerstone Total Return Fund Inc
$7.75
$0.03
(0.39%)
premium
premium
$807.54M
-3.37%
OMF
OneMain Holdings
$48.81
$1.53
(3.24%)
premium
8 Buy
4 Hold
0 Sell
Moderate Buy
premium
$5.85B
22.02%
O
Realty Income
$61.09
$0.59
(0.98%)
premium
5 Buy
6 Hold
0 Sell
Moderate Buy
premium
$53.20B
8.39%
DIVO
DIVO
< ETF >
Amplify CWP Enhanced Dividend Income ETF
$40.17
$0.34
(0.85%)
premium
316 Buy
117 Hold
7 Sell
Moderate Buy
premium
$3.42B
12.55%
RDVI
RDVI
< ETF >
FT Cboe Vest Rising Dividend Achievers Target Income ETF
$24.31
$0.39
(1.63%)
premium
418 Buy
292 Hold
20 Sell
Moderate Buy
premium
$1.24B
13.04%
MO
Altria Group
$52.44
$0.61
(1.18%)
premium
3 Buy
3 Hold
3 Sell
Hold
premium
$89.47B
20.83%
ADX
ADX
< FUND >
Adams Diversified Equity Fund Inc Shs
$21.20
$0.14
(0.66%)
premium
premium
$2.63B
24.27%
ABR
Arbor Realty
$13.33
$0.17
(1.29%)
premium
1 Buy
1 Hold
2 Sell
Hold
premium
$2.51B
-14.28%