SoFi Invest Account - New Portfolio

Morrie Yedor

SoFi Invest Account
Individual Investor
Ranked #116,548 out of 764,634 TipRanks' Investors
Success Rate
75%
39 out of 52
profitable transactions
Average Return
2.43%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
8.51% ABR
6.90% ADX
6.76% MO
5.70% RDVI
5.21% DIVO
66.92% Others
By Assets
66.59% Stocks
18.17% Funds
15.03% ETFs
0.20% Cash
0.00% Cryptocurrency
By Sector
33.74% Financial
33.27% General
15.03% Real Estate
6.76% Consumer Defensive
5.48% Healthcare
5.72% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
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premium
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t4iynceesr
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lotnjr3z4qh
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premium
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premium
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premium
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premium
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premium
vltvk0m9ebc
premium
vltvk0m9ebc
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premium
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premium
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premium
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premium
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MGK
MGK
< ETF >
Vanguard Mega Cap Growth ETF
$322.62
$2.71
(0.85%)
premium
1K Buy
443 Hold
48 Sell
Moderate Buy
premium
$23.06B
37.50%
TSLX
Sixth Street Specialty Lending
$20.26
$0.14
(0.69%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$1.88B
-1.94%
GLAD
Gladstone Capital
$24.15
$0.09
(0.37%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$525.37M
20.87%
RC
Ready Capital
$6.75
$0.1
(1.46%)
premium
1 Buy
2 Hold
1 Sell
Hold
premium
$1.14B
-33.56%
OBDC
Blue Owl Capital
$14.78
$0.26
(1.73%)
premium
5 Buy
3 Hold
1 Sell
Moderate Buy
premium
$5.77B
5.65%
PFE
Pfizer
$28.09
$0.21
(0.74%)
premium
7 Buy
13 Hold
0 Sell
Moderate Buy
premium
$159.18B
-10.14%
CWEN
Clearway Energy
$27.61
$0.77
(2.71%)
premium
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$5.52B
20.72%
ORI
Old Republic International
$34.50
$0.43
(1.23%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$8.92B
22.47%
ABBV
AbbVie
$203.55
$0.32
(0.16%)
premium
10 Buy
7 Hold
0 Sell
Moderate Buy
premium
$359.54B
43.93%
TFC
Truist Financial
$42.82
$0.23
(0.53%)
premium
4 Buy
6 Hold
0 Sell
Moderate Buy
premium
$57.34B
37.29%
CSQ
CSQ
< FUND >
Calamos Strategic Total Return Fund
$17.27
$0.05
(0.29%)
premium
premium
$2.74B
25.60%
ARCC
Ares Capital
$21.00
$0.14
(0.66%)
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$13.57B
6.82%
CGBD
TCG BDC
$16.71
$0.29
(1.71%)
premium
1 Buy
2 Hold
1 Sell
Hold
premium
$849.68M
15.40%
MAIN
Main Street Capital
$50.67
$0.67
(1.31%)
premium
1 Buy
3 Hold
0 Sell
Hold
premium
$4.41B
24.56%
OKE
Oneok
$93.36
$2.53
(2.64%)
premium
8 Buy
5 Hold
0 Sell
Moderate Buy
premium
$54.54B
39.68%
BST
BST
< FUND >
BlackRock Science & Technology Trust
$36.00
$0.34
(0.95%)
premium
premium
$797.68M
8.73%
CSWC
Capital Southwest
$23.98
$0.2
(0.83%)
premium
0 Buy
3 Hold
0 Sell
Hold
premium
$1.14B
11.02%
HTGC
Hercules Capital
$19.23
$0.53
(2.68%)
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$3.12B
21.17%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$58.47
$0.155
(0.27%)
premium
1K Buy
599 Hold
53 Sell
Moderate Buy
premium
$36.29B
9.11%
CRF
CRF
< FUND >
Cornerstone Total Return Fund Inc
$8.43
$0.01
(0.12%)
premium
premium
$878.40M
16.76%
OMF
OneMain Holdings
$49.78
$0.11
(0.22%)
premium
7 Buy
5 Hold
0 Sell
Moderate Buy
premium
$5.94B
30.18%
O
Realty Income
$58.88
$0.226
(0.38%)
premium
4 Buy
6 Hold
0 Sell
Moderate Buy
premium
$51.28B
15.79%
DIVO
DIVO
< ETF >
Amplify CWP Enhanced Dividend Income ETF
$40.41
$0
(0%)
premium
349 Buy
134 Hold
14 Sell
Moderate Buy
premium
$3.61B
15.72%
RDVI
RDVI
< ETF >
FT Cboe Vest Rising Dividend Achievers Target Income ETF
$24.39
$0.06
(0.25%)
premium
389 Buy
261 Hold
28 Sell
Moderate Buy
premium
$1.43B
15.70%
MO
Altria Group
$53.87
$0.59
(1.08%)
premium
3 Buy
2 Hold
2 Sell
Hold
premium
$91.30B
32.46%
ADX
ADX
< FUND >
Adams Diversified Equity Fund Inc Shs
$21.73
$0.07
(0.32%)
premium
premium
$2.69B
27.15%
ABR
Arbor Realty
$14.84
$0.1
(0.68%)
premium
2 Buy
0 Hold
2 Sell
Hold
premium
$2.80B
15.13%