tiprankstipranks

SoFi Self-directed - New Portfolio

brendan burke

SoFi Self-directed
Individual Investor
Ranked #331,002 out of 788,374 TipRanks' Investors
Success Rate
80%
4 out of 5
profitable transactions
Average Return
7.94%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.68%
6-Month Return▲ 5.25%
12-Month Return-
YTD Return▲ 5.13%
Total Return▲ 14.55%

Best Trade

Opened at
Closed at
Gain▲ 21.41%

Bio

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 11.16%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 10.59%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 9.42%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 6.46%
Nov 2024
▲ 5.94%
▼ 2.41%
▼ 8.09%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 3.10%
Jan 2025
▼ 10.49%
▼ 0.31%
▲ 1.97%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%▲ 11.16%
▲ 2.93%▲ 2.10%▲ 10.59%
▲ 9.99%▼ 0.89%▼ 9.42%
▲ 26.03%▲ 5.96%▲ 6.46%
▲ 5.94%▼ 2.41%▼ 8.09%
▲ 5.25%▲ 2.69%▲ 3.10%
▼ 10.49%▼ 0.31%▲ 1.97%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Carrier Global
▲ 10.40%
8
Close
Nov 26, 2024
Illinois Tool Works
0.01%
▼ 1.89%
1
Buy
Nov 21, 2024