SoFi Active Brokerage - New Portfolio

brendan burke

SoFi Active Brokerage
Individual Investor
Ranked #254,593 out of 758,358 TipRanks' Investors
Success Rate
83%
5 out of 6
profitable transactions
Average Return
8.70%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.52%
6-Month Return-
12-Month Return-
YTD Return▲ 21.03%
Total Return▲ 21.03%

Best Trade

Opened at
Closed at
Gain▲ 24.03%

Bio

Performance

25.76%0-25.76%
▲ 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
▼ 4.21%
▲ 2.34%
▲ 12.05%
Aug 2024
▲ 7.84%
▲ 1.66%
▲ 8.01%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.76%▲ 1.21%
▼ 4.21%▲ 2.34%▲ 12.05%
▲ 7.84%▲ 1.66%▲ 8.01%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Carrier Global
▲ 19.38%
4
Close
Sep 20, 2024
Tempus AI, Inc. Class A
23.58%
▼ 7.14%
1
Buy
Sep 19, 2024
Hims & Hers Health
28.99%
▲ 2.26%
1
Buy
Sep 19, 2024
Illinois Tool Works
0.01%
▲ 3.31%
1
Buy
Sep 04, 2024
Reddit Inc Class A
45.22%
▲ 14.97%
1
Buy
Aug 26, 2024