tiprankstipranks

SoFi Self-directed - New Portfolio

brendan burke

SoFi Self-directed
Individual Investor
Ranked #256,782 out of 770,014 TipRanks' Investors
Success Rate
100%
5 out of 5
profitable transactions
Average Return
8.84%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.71%
6-Month Return-
12-Month Return-
YTD Return▲ 20.47%
Total Return▲ 20.47%

Best Trade

Opened at
Closed at-
Gain▲ 21.41%

Bio

Performance

31.73%0-31.73%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.72%
▲ 1.21%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 11.16%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 10.59%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 9.42%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 8.18%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.72%▲ 1.21%
▼ 4.22%▲ 2.34%▲ 11.16%
▲ 7.82%▲ 2.10%▲ 10.59%
▲ 5.70%▼ 0.89%▼ 9.42%
▲ 31.73%▲ 4.73%▲ 8.18%

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%
▲ 2.60%
1
Buy
Nov 21, 2024