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SoFi Self-directed
- New Portfolio
Performance
Portfolio Details
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
Select Columns
19
Results | Showing
1
out of
1
100 Rows
5 Rows
10 Rows
15 Rows
20 Rows
30 Rows
40 Rows
50 Rows
Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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SCHZ
< ETF >
Schwab US Aggregate Bond ETF
$23.24
$0.056
(
0.24%
)
After
0.13%
premium
―
premium
$8.75B
1.77%
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
< ETF >
iShares Core U.S. Aggregate Bond ETF
$99.16
$0.214
(
0.22%
)
After
0.06%
premium
―
premium
$125.03B
2.01%
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
< FUND >
BlackRock Enhanced Equity Dividend Trust
$8.88
$0.06
(
0.67%
)
After
0.34%
premium
―
premium
$1.58B
10.37%
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
< 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
< 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
< 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
< 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
< 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
< 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%
19
Results | Showing
1
out of
1
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