tiprankstipranks

SoFi Active Brokerage - New Portfolio

Daniel Moses

SoFi Active Brokerage
Individual Investor
Ranked #337,139 out of 769,002 TipRanks' Investors
Success Rate
55%
90 out of 164
profitable transactions
Average Return
1.17%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.91%
6-Month Return-
12-Month Return-
YTD Return▲ 13.58%
Total Return▲ 13.58%

Best Trade

Opened at
Closed at-
Gain▲ 657.83%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.72%
▲ 1.21%
Jul 2024
▼ 4.22%
▲ 2.34%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 6.30%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 2.76%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 3.98%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.72%▲ 1.21%
▼ 4.22%▲ 2.34%
▲ 7.82%▲ 2.10%▲ 6.30%
▲ 5.70%▼ 0.89%▲ 2.76%
▲ 23.63%▲ 3.84%▲ 3.98%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Global X Defense Tech ETF
▼ 0.41%
4
Sell
Nov 21, 2024
Essential Properties Realty
▼ 20.21%
4
Close
Nov 21, 2024
Turning Point Brands
0.00%
2
Sell
Nov 21, 2024
Boston Scientific
0.00%
2
Sell
Nov 21, 2024
Strive FAANG 2.0 ETF
5.12%
▲ 3.38%
7
Sell
Nov 20, 2024
Fidelity MSCI Communication Services Index ETF
▲ 0.37%
8
Sell
Nov 20, 2024
Invesco NASDAQ 100 ETF
▼ 23.16%
13
Close
Nov 20, 2024
Vanguard S&P 500 ETF
19.88%
▼ 35.38%
11
Sell
Nov 20, 2024
Barrick Gold
4.01%
▼ 0.56%
3
Buy
Nov 20, 2024
VanEck Fabless Semiconductor ETF
6.97%
▲ 130.97%
10
Buy
Nov 20, 2024
Global X MLP & Energy Infrastructure ETF
4.09%
▲ 93.44%
8
Sell
Nov 20, 2024
Schwab U.S. Large-Cap Growth ETF
9.83%
▲ 1.10%
11
Buy
Nov 20, 2024
iShares Gold Trust Micro ETF of Benef Interest
▼ 11.18%
3
Sell
Nov 20, 2024
International General Insurance Holdings
4.23%
▼ 5.43%
2
Sell
Nov 20, 2024
JD
4.97%
▲ 0.57%
2
Buy
Nov 20, 2024
NextEra Energy
4.74%
▼ 0.01%
2
Buy
Nov 20, 2024
GE Healthcare Technologies Inc
0.00%
1
Sell
Nov 20, 2024
Taiwan Semiconductor Manufacturing
5.16%
0.00%
1
Buy
Nov 20, 2024
VEON
4.84%
0.00%
1
Buy
Nov 20, 2024
Vital Farms
4.07%
0.00%
1
Buy
Nov 20, 2024