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SoFi Active Brokerage - New Portfolio

Johnathan Enz

SoFi Active Brokerage
Individual Investor
Ranked #13,483 out of 788,370 TipRanks' Investors
Success Rate
92%
75 out of 82
profitable transactions
Average Return
16.13%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
14.72% SCHD
11.79% SPYD
11.01% VYMI
9.38% VYM
9.14% HDV
43.96% Others
By Assets
89.39% ETFs
8.79% Funds
1.71% Stocks
0.11% Cash
0.00% Cryptocurrency
By Sector
98.28% General
1.72% Communication Services

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
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premium
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premium
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premium
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2dmiiblny1a
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premium
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premium
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premium
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premium
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premium
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premium
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T
AT&T
$26.62
$0.47
(1.8%)
premium
20 Buy
4 Hold
0 Sell
Strong Buy
premium
$187.71B
60.46%
RYLD
RYLD
< ETF >
Global X Russell 2000 Covered Call ETF
$16.37
$0.37
(2.21%)
premium
premium
$1.50B
0.61%
SCHX
SCHX
< ETF >
Schwab U.S. Large-Cap ETF
$23.75
$0.43
(1.78%)
premium
6K Buy
4K Hold
384 Sell
Moderate Buy
premium
$54.35B
20.54%
BITO
BITO
< ETF >
ProShares Bitcoin Strategy ETF
$21.96
$0.92
(4.02%)
premium
premium
$2.37B
-10.73%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$59.13
$0.58
(0.97%)
premium
1K Buy
568 Hold
50 Sell
Moderate Buy
premium
$39.72B
4.17%
BDJ
BDJ
< FUND >
BlackRock Enhanced Equity Dividend Trust
$8.83
$0.05
(0.56%)
premium
premium
$1.56B
11.42%
SPHD
SPHD
< ETF >
Invesco S&P 500 High Dividend Low Volatility ETF
$50.20
$0.18
(0.36%)
premium
317 Buy
308 Hold
22 Sell
Moderate Buy
premium
$3.40B
18.22%
HDV
HDV
< ETF >
iShares Core High Dividend ETF
$119.94
$0.35
(0.29%)
premium
497 Buy
360 Hold
35 Sell
Moderate Buy
premium
$10.91B
13.02%
VYM
VYM
< ETF >
Vanguard High Dividend Yield Index ETF
$133.32
$1.28
(0.95%)
premium
2K Buy
2K Hold
283 Sell
Moderate Buy
premium
$62.08B
16.74%
VYMI
VYMI
< ETF >
Vanguard International High Dividend Yield ETF
$72.21
$0.5
(0.69%)
premium
2K Buy
1K Hold
354 Sell
Hold
premium
$8.27B
7.36%
SPYD
SPYD
< ETF >
SPDR Portfolio S&P 500 High Dividend ETF
$44.67
$0.03
(0.07%)
premium
455 Buy
488 Hold
62 Sell
Hold
premium
$6.87B
15.22%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$28.21
$0.11
(0.39%)
premium
425 Buy
426 Hold
67 Sell
Moderate Buy
premium
$69.12B
9.20%
AGG
AGG
< ETF >
iShares Core U.S. Aggregate Bond ETF
$98.02
$0.42
(0.43%)
premium
premium
$121.61B
0.64%
BNDX
BNDX
< ETF >
Vanguard Total International Bond ETF
$49.20
$0.23
(0.47%)
premium
premium
$62.79B
0.76%
SCHZ
SCHZ
< ETF >
Schwab US Aggregate Bond ETF
$22.97
$0.1
(0.44%)
premium
premium
$8.61B
0.42%