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Working with TipRanks

SoFi Invest Account - New Portfolio

Performance Portfolio Details

Morrie Yedor

SoFi Invest Account

Individual Investor

Ranked #221,785 out of 783,845 TipRanks' Investors

Success Rate

34 out of 52
profitable transactions

Average Return

5.29%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

7.51% ABR

6.41% MO

6.37% ADX

5.82% RDVI

5.52% OMF

68.37% Others

By Assets

66.61% Stocks

17.98% Funds

15.21% ETFs

0.20% Cash

0.00% Cryptocurrency

By Sector

36.29% Financial

33.26% General

13.52% Real Estate

6.41% Consumer Defensive

4.94% Healthcare

5.58% Other

Portfolio Holdings

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To view investors' portfolios

MGK < ETF >

Vanguard Mega Cap Growth ETF

$348.18

$1.64

(0.47%)

premium

1K Buy

353 Hold

52 Sell

Moderate Buy

premium

$25.67B

29.52%

TSLX

Sixth Street Specialty Lending

$22.38

$0.1

(0.45%)

premium

7 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.08B

4.33%

GLAD

Gladstone Capital

$29.77

$0.08

(0.27%)

premium

―

premium

$662.97M

41.22%

Ready Capital

$6.65

$0.05

(0.75%)

premium

1 Buy

3 Hold

1 Sell

Hold

premium

$1.13B

-30.00%

OBDC

Blue Owl Capital

$15.11

$0.06

(0.4%)

premium

5 Buy

0 Hold

2 Sell

Moderate Buy

premium

$7.69B

2.16%

PFE

Pfizer

$26.52

$0.39

(1.45%)

premium

7 Buy

10 Hold

1 Sell

Moderate Buy

premium

$152.50B

-2.82%

CWEN

Clearway Energy

$25.93

$0.04

(0.15%)

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$5.20B

4.51%

ORI

Old Republic International

$36.58

$0.31

(0.84%)

premium

2 Buy

1 Hold

0 Sell

Moderate Buy

premium

$9.35B

32.20%

ABBV

AbbVie

$183.90

$8.25

(4.7%)

premium

15 Buy

6 Hold

0 Sell

Moderate Buy

premium

$310.40B

9.73%

TFC

Truist Financial

$47.62

$0.4

(0.83%)

premium

9 Buy

6 Hold

0 Sell

Moderate Buy

premium

$63.75B

30.46%

CSQ < FUND >

Calamos Strategic Total Return Fund

$18.26

$0.09

(0.49%)

premium

―

premium

$2.90B

17.48%

ARCC

Ares Capital

$23.67

$0.25

(1.07%)

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$15.13B

17.88%

CGBD

TCG BDC

$18.56

$0.08

(0.43%)

premium

0 Buy

2 Hold

0 Sell

Hold

premium

$940.75M

22.83%

MAIN

Main Street Capital

$61.96

$0.51

(0.83%)

premium

0 Buy

4 Hold

0 Sell

Hold

premium

$5.42B

37.81%

OKE

Oneok

$97.17

$2.7

(2.7%)

premium

8 Buy

4 Hold

0 Sell

Moderate Buy

premium

$58.35B

41.89%

BST < FUND >

BlackRock Science & Technology Trust

$37.86

$0.06

(0.16%)

premium

―

premium

$838.90M

3.70%

CSWC

Capital Southwest

$22.51

$0.19

(0.85%)

premium

0 Buy

2 Hold

0 Sell

Hold

premium

$1.06B

-7.40%

HTGC

Hercules Capital

$21.15

$0.09

(0.43%)

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$3.53B

23.04%

JEPI < ETF >

JPMorgan Equity Premium Income ETF

$58.97

$0.16

(0.27%)

premium

1K Buy

548 Hold

49 Sell

Moderate Buy

premium

$38.82B

4.83%

CRF < FUND >

Cornerstone Total Return Fund Inc

$8.87

$0.04

(0.45%)

premium

―

premium

$924.25M

22.98%

OMF

OneMain Holdings

$55.54

$1.85

(3.22%)

premium

8 Buy

3 Hold

0 Sell

Moderate Buy

premium

$6.85B

16.02%

Realty Income

$54.64

$0.32

(0.59%)

premium

4 Buy

9 Hold

0 Sell

Moderate Buy

premium

$47.54B

-1.10%

DIVO < ETF >

Amplify CWP Enhanced Dividend Income ETF

$42.26

$0.21

(0.49%)

premium

318 Buy

131 Hold

12 Sell

Moderate Buy

premium

$4.03B

13.56%

RDVI < ETF >

FT Cboe Vest Rising Dividend Achievers Target Income ETF

$25.43

$0.25

(0.97%)

premium

419 Buy

271 Hold

25 Sell

Moderate Buy

premium

$1.75B

12.22%

Altria Group

$52.23

$0.69

(1.34%)

premium

3 Buy

3 Hold

1 Sell

Moderate Buy

premium

$87.35B

25.19%

ADX < FUND >

Adams Diversified Equity Fund Inc Shs

$20.50

$0.03

(0.15%)

premium

―

premium

$2.54B

11.88%

ABR

Arbor Realty

$13.39

$0.04

(0.3%)

premium

0 Buy

2 Hold

2 Sell

Moderate Sell

premium

$2.53B

-0.81%