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:

Allocation

Top Stocks
15.42% SCHD
10.96% SPYD
10.17% VYMI
8.69% VYM
8.48% HDV
46.28% Others
By Assets
75.15% ETFs
16.63% Stocks
8.21% Funds
0.01% Cash
0.00% Cryptocurrency
By Sector
83.37% General
7.72% Consumer Cyclical
3.86% Healthcare
2.58% Communication Services
1.28% Technology
1.19% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
j15573y
j15573y
j15573y
premium
j15573y
premium
j15573y
j15573y
j15573y
64hv8uxr17l
64hv8uxr17l
64hv8uxr17l
premium
64hv8uxr17l
premium
64hv8uxr17l
64hv8uxr17l
64hv8uxr17l
fisipk0y2er
fisipk0y2er
fisipk0y2er
premium
fisipk0y2er
premium
fisipk0y2er
fisipk0y2er
fisipk0y2er
9ohsnz
9ohsnz
9ohsnz
premium
9ohsnz
premium
9ohsnz
9ohsnz
9ohsnz
fl2a5oz3s7l
fl2a5oz3s7l
fl2a5oz3s7l
premium
fl2a5oz3s7l
premium
fl2a5oz3s7l
fl2a5oz3s7l
fl2a5oz3s7l
dtmbckdkm7b
dtmbckdkm7b
dtmbckdkm7b
premium
dtmbckdkm7b
premium
dtmbckdkm7b
dtmbckdkm7b
dtmbckdkm7b
otuvpqv57j
otuvpqv57j
otuvpqv57j
premium
otuvpqv57j
premium
otuvpqv57j
otuvpqv57j
otuvpqv57j
yf5zxwbdiu
yf5zxwbdiu
yf5zxwbdiu
premium
yf5zxwbdiu
premium
yf5zxwbdiu
yf5zxwbdiu
yf5zxwbdiu
i4l43n4ggu
i4l43n4ggu
i4l43n4ggu
premium
i4l43n4ggu
premium
i4l43n4ggu
i4l43n4ggu
i4l43n4ggu
atdfkazi0k
atdfkazi0k
atdfkazi0k
premium
atdfkazi0k
premium
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SCHZ
SCHZ
< ETF >
Schwab US Aggregate Bond ETF
$23.24
$0.056
(0.24%)
After
0.13%
premium
premium
$8.75B
1.77%
BNDX
BNDX
< ETF >
Vanguard Total International Bond ETF
$49.33
$0.075
(0.15%)
After
0.02%
premium
premium
$63.41B
1.69%
T
AT&T
$27.72
$0.31
(1.13%)
After
0.07%
premium
20 Buy
4 Hold
0 Sell
Strong Buy
premium
$196.75B
61.42%
PFE
Pfizer
$26.25
$0.18
(0.68%)
After
0.27%
premium
6 Buy
9 Hold
0 Sell
Moderate Buy
premium
$149.79B
-0.60%
AGG
AGG
< ETF >
iShares Core U.S. Aggregate Bond ETF
$99.16
$0.214
(0.22%)
After
0.06%
premium
premium
$125.03B
2.01%
SCHX
SCHX
< ETF >
Schwab U.S. Large-Cap ETF
$23.09
$0.42
(1.79%)
After
0.48%
premium
6K Buy
4K Hold
406 Sell
Moderate Buy
premium
$51.81B
15.97%
BDJ
BDJ
< FUND >
BlackRock Enhanced Equity Dividend Trust
$8.88
$0.06
(0.67%)
After
0.34%
premium
premium
$1.58B
10.37%
SPHD
SPHD
< ETF >
Invesco S&P 500 High Dividend Low Volatility ETF
$50.59
$0.05
(0.1%)
After
0.16%
premium
322 Buy
314 Hold
22 Sell
Moderate Buy
premium
$3.42B
18.67%
HDV
HDV
< ETF >
iShares Core High Dividend ETF
$120.44
$0.28
(0.23%)
After
0.09%
premium
505 Buy
369 Hold
34 Sell
Moderate Buy
premium
$10.96B
14.06%
VYM
VYM
< ETF >
Vanguard High Dividend Yield Index ETF
$132.70
$1.35
(1.01%)
After
0.04%
premium
2K Buy
2K Hold
293 Sell
Moderate Buy
premium
$60.67B
15.08%
VYMI
VYMI
< ETF >
Vanguard International High Dividend Yield ETF
$72.90
$0.53
(0.73%)
After
0.82%
premium
2K Buy
1K Hold
352 Sell
Hold
premium
$8.35B
7.44%
SPYD
SPYD
< ETF >
SPDR Portfolio S&P 500 High Dividend ETF
$45.03
$0.06
(0.13%)
After
0.07%
premium
453 Buy
496 Hold
66 Sell
Hold
premium
$6.90B
14.70%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$28.40
$0.14
(0.49%)
After
0.07%
premium
430 Buy
423 Hold
69 Sell
Moderate Buy
premium
$69.44B
9.23%
DGRO
DGRO
< ETF >
iShares Core Dividend Growth ETF
$63.66
$0.46
(0.72%)
After
0.38%
premium
2K Buy
2K Hold
186 Sell
Moderate Buy
premium
$31.02B
13.33%
F
Ford Motor
$9.39
$0.16
(1.68%)
After
0.32%
premium
4 Buy
8 Hold
3 Sell
Hold
premium
$37.85B
-23.29%
TEF
Telefonica
$4.40
$0
(0%)
After
0%
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$25.30B
6.02%
NAT
Nordic American Tanker
$2.46
$0.01
(0.41%)
After
0%
premium
premium
$511.55M
-41.11%
AMCR
Amcor
$10.13
$0.01
(0.1%)
After
0%
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$14.63B
11.33%
INTC
Intel
$22.74
$0.99
(4.17%)
After
0.13%
premium
1 Buy
25 Hold
5 Sell
Hold
premium
$102.75B
-45.85%