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SoFi Active Brokerage - New Portfolio
Daniel Moses
SoFi Active BrokerageIndividual Investor
Ranked #402,393 out of 789,901 TipRanks' Investors
Success Rate
180 out of 381
profitable transactions
profitable transactions
Average Return
1.32%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 4.16%
6-Month Return-
12-Month Return-
YTD Return▼ 1.56%
Total Return▲ 9.91%
Best Trade
Bio
Performance
26.01%0-26.01%
▲ 8.13%
▲ 1.21%
―
Jul 2024
▼ 13.14%
▲ 2.34%
―
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 6.25%
Sep 2024
▲ 10.01%
▼ 0.89%
▲ 2.92%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 6.17%
Nov 2024
▲ 5.96%
▼ 2.41%
▼ 3.82%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 2.43%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.07%
Feb 2025
▲ 8.13%▲ 1.21%―
▼ 13.14%▲ 2.34%―
▲ 2.93%▲ 2.10%▲ 6.25%
▲ 10.01%▼ 0.89%▲ 2.92%
▲ 26.01%▲ 5.96%▲ 6.17%
▲ 5.96%▼ 2.41%▼ 3.82%
▲ 5.25%▲ 2.69%▲ 2.43%
▼ 12.86%▼ 1.27%▼ 1.07%
Recent Activity
CuriosityStream
0.25%
▼ 2.08%
3
Buy
Mar 04, 2025
Schwab U.S. Large-Cap Growth ETF
12.71%
▼ 0.41%
22
Buy
Mar 04, 2025
Opera
6.53%
▼ 9.47%
11
Buy
Mar 04, 2025
Invesco S&P 500 Momentum ETF
8.82%
▼ 8.55%
16
Buy
Mar 04, 2025
TSMC
5.72%
▲ 30.39%
8
Buy
Mar 04, 2025
Vital Farms
―
▲ 7.05%
9
Close
Mar 04, 2025
Amazon
7.06%
▼ 14.38%
8
Buy
Mar 04, 2025
Alphabet Class A
7.44%
▼ 5.15%
6
Buy
Mar 04, 2025
Conocophillips
3.05%
▲ 7.62%
9
Buy
Mar 04, 2025
Synchrony Financial
―
▼ 2.07%
4
Close
Mar 04, 2025
Celestica
5.91%
▼ 17.09%
4
Buy
Mar 04, 2025
iShares Gold Trust Micro ETF of Benef Interest
―
▼ 5.25%
11
Sell
Mar 01, 2025
NextEra Energy
3.42%
▲ 12.00%
14
Sell
Feb 28, 2025
Nvidia
4.84%
▼ 5.04%
19
Sell
Feb 28, 2025
AbbVie
2.24%
▲ 11.04%
9
Sell
Feb 28, 2025
Manulife Financial
4.22%
▲ 4.84%
8
Sell
Feb 28, 2025
Invesco S&P MidCap Momentum ETF
―
▲ 2.62%
14
Close
Feb 27, 2025
Invesco S&P SmallCap Momentum ETF
―
▲ 6.00%
12
Close
Feb 27, 2025
IShares Bitcoin Trust Registered
5.19%
▲ 0.84%
4
Buy
Feb 26, 2025
NEXTracker, Inc. Class A
―
▲ 5.16%
3
Sell
Feb 26, 2025