tiprankstipranks

SoFi Active Brokerage - New Portfolio

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

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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FTWO
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
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
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
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
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
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
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%