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SoFi Active Brokerage - New Portfolio

PerformancePortfolio Details

Daniel Moses

SoFi Active Brokerage
Individual Investor
Ranked #395,773 out of 783,334 TipRanks' Investors
Success Rate
51%
170 out of 333
profitable transactions
Average Return
1.44%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.16%
6-Month Return-
12-Month Return-
YTD Return▲ 4.16%
Total Return▲ 18.09%

Best Trade

AssetVanEck Fabl... (SMHX)
Opened at
Closed at
Gain▲ 711.81%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
―
Jun 2024
▲ 8.13%
▲ 1.21%
―
Jul 2024
▼ 13.14%
▲ 2.34%
―
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 6.25%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 2.92%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 6.17%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 2.34%
Dec 2024
▲ 3.19%
▲ 2.68%
▲ 4.16%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%―
▲ 8.13%▲ 1.21%―
▼ 13.14%▲ 2.34%―
▲ 2.93%▲ 2.10%▲ 6.25%
▲ 9.99%▼ 0.89%▲ 2.92%
▲ 26.04%▲ 5.96%▲ 6.17%
▲ 5.93%▼ 2.41%▼ 2.34%
▲ 3.19%▲ 2.68%▲ 4.16%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
IRM
Iron Mountain
5.09%
▼ 6.71%
6
Buy
Jan 30, 2025
NVDA
Nvidia
9.73%
▼ 1.92%
13
Sell
Jan 29, 2025
SCHG
Schwab U.S. Large-Cap Growth ETF
9.52%
▲ 1.33%
18
Buy
Jan 28, 2025
OPRA
Opera
5.22%
▲ 1.62%
8
Buy
Jan 28, 2025
TPB
Turning Point Brands
―
▲ 13.28%
8
Close
Jan 28, 2025
NEE
NextEra Energy
4.78%
▲ 11.13%
10
Buy
Jan 23, 2025
UBER
Uber Technologies
4.44%
▼ 13.14%
12
Sell
Jan 23, 2025
RTX
RTX
2.86%
▲ 1.11%
6
Buy
Jan 23, 2025
ABBV
AbbVie
3.9%
▲ 0.40%
8
Buy
Jan 23, 2025
MFC
Manulife Financial
3.42%
▲ 0.33%
4
Buy
Jan 23, 2025
ZETA
Zeta Global Holdings Corp
―
▲ 244.44%
3
Sell
Jan 17, 2025
WDC
Western Digital
―
▲ 1.94%
9
Sell
Jan 17, 2025
GTLB
Gitlab
―
▲ 1.06%
4
Sell
Jan 17, 2025
SPMO
Invesco S&P 500 Momentum ETF
8.95%
▼ 0.73%
14
Sell
Jan 16, 2025
MU
Micron
―
▼ 3.66%
7
Sell
Jan 07, 2025
CCL
Carnival
―
▼ 1.39%
18
Close
Jan 07, 2025
XSMO
Invesco S&P SmallCap Momentum ETF
4.69%
▲ 12.40%
8
Buy
Jan 02, 2025
IAUM
iShares Gold Trust Micro ETF of Benef Interest
―
▼ 7.10%
6
Sell
Dec 31, 2024
HASI
HASI
―
▼ 1.18%
4
Close
Dec 31, 2024
WES
Western Midstream Partners
―
▼ 7.74%
3
Close
Dec 31, 2024