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SoFi Active Brokerage
- New Portfolio
Performance
Portfolio Details
Daniel Moses
SoFi Active Brokerage
Individual Investor
Ranked #328,579 out of 769,291 TipRanks' Investors
Success Rate
55%
98 out of 177
profitable transactions
Average Return
1.28%
Average return
per transaction
Share this portfolio:
Allocation
Top Stocks
19.88%
VOO
9.83%
SCHG
7.64%
XMMO
6.97%
SMHX
6.69%
AVUV
48.99%
Others
By Assets
60.22%
ETFs
39.78%
Stocks
<0.01%
Cash
0.00%
Funds
0.00%
Cryptocurrency
By Sector
60.22%
General
5.16%
Technology
4.97%
Consumer Cyclical
4.84%
Communication Services
4.74%
Utilities
20.08%
Other
Portfolio Holdings
Select Columns
16
Results | Showing
1
out of
1
100 Rows
5 Rows
10 Rows
15 Rows
20 Rows
30 Rows
40 Rows
50 Rows
Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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FTWO
< ETF >
Strive FAANG 2.0 ETF
$31.73
$0.84
(
2.72%
)
premium
371
Buy
183
Hold
12
Sell
Moderate Buy
premium
$31.50M
27.37%
AVUV
< ETF >
Avantis U.S. Small Cap Value ETF
$102.77
$1.81
(
1.79%
)
Pre
0%
premium
1K
Buy
1K
Hold
174
Sell
Hold
premium
$15.38B
26.64%
VOO
< ETF >
Vanguard S&P 500 ETF
$545.64
$2.74
(
0.5%
)
Pre
0.01%
premium
4K
Buy
3K
Hold
326
Sell
Moderate Buy
premium
$573.83B
29.84%
GOLD
Barrick Gold
$18.12
$0.23
(
1.29%
)
Pre
0.88%
premium
10
Buy
2
Hold
0
Sell
Strong Buy
premium
$31.67B
10.50%
SMHX
< ETF >
VanEck Fabless Semiconductor ETF
$27.49
$0.548
(
2.04%
)
premium
243
Buy
52
Hold
7
Sell
Moderate Buy
premium
$16.17M
8.39%
MLPX
< ETF >
Global X MLP & Energy Infrastructure ETF
$64.01
$1.36
(
2.17%
)
Pre
1.44%
premium
114
Buy
64
Hold
17
Sell
Moderate Buy
premium
$2.29B
42.09%
SCHG
< ETF >
Schwab U.S. Large-Cap Growth ETF
$27.45
$0.05
(
0.18%
)
Pre
0.15%
premium
3K
Buy
1K
Hold
133
Sell
Moderate Buy
premium
$35.54B
37.34%
XMMO
< ETF >
Invesco S&P MidCap Momentum ETF
$132.25
$2.25
(
1.73%
)
Pre
0.57%
premium
357
Buy
173
Hold
25
Sell
Moderate Buy
premium
$3.09B
55.95%
IGIC
International General Insurance Holdings
$26.02
$1.48
(
6.03%
)
Pre
1.84%
premium
2
Buy
0
Hold
0
Sell
Moderate Buy
premium
$1.18B
124.31%
JD
JD
$35.38
$0.2
(
0.57%
)
Pre
0.03%
premium
13
Buy
2
Hold
0
Sell
Strong Buy
premium
$56.86B
24.27%
NEE
NextEra Energy
$77.36
$0.48
(
0.62%
)
Pre
0.12%
premium
8
Buy
5
Hold
1
Sell
Moderate Buy
premium
$159.08B
32.60%
TSM
Taiwan Semiconductor Manufacturing
$191.24
$2.88
(
1.53%
)
Pre
0.73%
premium
5
Buy
0
Hold
0
Sell
Strong Buy
premium
$804.60B
91.40%
VEON
VEON
$31.00
$0.05
(
0.16%
)
Pre
1.32%
premium
1
Buy
0
Hold
0
Sell
Moderate Buy
premium
$2.21B
58.08%
VITL
Vital Farms
$31.03
$0.9
(
2.99%
)
Pre
0.23%
premium
5
Buy
1
Hold
0
Sell
Strong Buy
premium
$1.36B
142.79%
AXGN
AxoGen
$13.10
$0.2
(
1.55%
)
Pre
0.69%
premium
4
Buy
0
Hold
0
Sell
Strong Buy
premium
$576.51M
122.03%
ESEA
Euroseas
$39.45
$2.85
(
6.74%
)
Pre
8.94%
premium
3
Buy
0
Hold
0
Sell
Strong Buy
premium
$276.69M
39.94%
16
Results | Showing
1
out of
1
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