tiprankstipranks

SoFi Self-directed - New Portfolio

Johnathan Enz

SoFi Self-directed
Individual Investor
Ranked #47,079 out of 789,725 TipRanks' Investors
Success Rate
74%
90 out of 121
profitable transactions
Average Return
12.06%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.46%
6-Month Return▲ 11.89%
12-Month Return▲ 27.30%
YTD Return▲ 6.59%
Total Return▲ 17.87%

Best Trade

Opened at
Closed at-
Gain▲ 140.15%

Bio

Performance

26.01%0-26.01%
▲ 8.13%
▲ 1.21%
▲ 5.69%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.87%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.29%
Sep 2024
▲ 10.01%
▼ 0.89%
▲ 1.02%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 4.70%
Nov 2024
▲ 5.96%
▼ 2.41%
▼ 4.27%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 3.24%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 3.24%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 5.69%
▼ 13.14%▲ 2.34%▲ 1.87%
▲ 2.93%▲ 2.10%▲ 3.29%
▲ 10.01%▼ 0.89%▲ 1.02%
▲ 26.01%▲ 5.96%▲ 4.70%
▲ 5.96%▼ 2.41%▼ 4.27%
▲ 5.25%▲ 2.69%▲ 3.24%
▼ 12.86%▼ 1.27%▲ 3.24%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nordic American Tanker
1.19%
▼ 10.79%
6
Buy
Jan 29, 2025
Ford Motor
5.26%
▼ 15.55%
9
Buy
Jan 23, 2025
Vanguard Total International Bond ETF
1.87%
▲ 4.78%
3
Buy
Jan 17, 2025
Amcor
2.46%
▲ 3.14%
4
Buy
Jan 17, 2025
Intel
1.28%
▲ 11.13%
1
Buy
Jan 17, 2025
Pfizer
3.86%
▼ 9.85%
12
Buy
Jan 15, 2025
Telefonica
0.36%
▲ 19.50%
3
Buy
Jan 15, 2025
AT&T
2.22%
▲ 55.81%
15
Buy
Dec 26, 2024
iShares Core U.S. Aggregate Bond ETF
3.22%
▲ 2.32%
4
Buy
Dec 26, 2024
Global X Russell 2000 Covered Call ETF
▲ 0.85%
5
Close
Dec 26, 2024
ProShares Bitcoin Strategy ETF
▲ 10.17%
7
Close
Dec 26, 2024
JPMorgan Equity Premium Income ETF
▲ 3.27%
6
Close
Dec 26, 2024
Schwab US Dividend Equity ETF
15.42%
▲ 68.49%
2
Buy
Dec 26, 2024
Schwab US Aggregate Bond ETF
0.88%
▲ 3.84%
2
Buy
Dec 24, 2024
iShares Core Dividend Growth ETF
3.46%
▲ 4.55%
1
Buy
Dec 23, 2024
Schwab U.S. Large-Cap ETF
3.81%
▲ 2.98%
1
Buy
Oct 11, 2024
Vanguard International High Dividend Yield ETF
10.17%
▲ 7.42%
5
Buy
Aug 05, 2024
SPDR Portfolio S&P 500 High Dividend ETF
10.96%
▲ 18.83%
10
Buy
Jun 18, 2024
iShares Core High Dividend ETF
8.48%
▲ 14.69%
3
Buy
Apr 25, 2024
Vanguard High Dividend Yield Index ETF
8.69%
▲ 17.39%
3
Buy
Apr 25, 2024