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SoFi Self-directed - New Portfolio
Morrie Yedor
SoFi Self-directedIndividual Investor
Ranked #506,703 out of 795,507 TipRanks' Investors
Success Rate
8 out of 77
profitable transactions
profitable transactions
Average Return
-25.02%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 5.51%
6-Month Return-
12-Month Return-
YTD Return▼ 11.35%
Total Return▼ 11.35%
Best Trade
Bio
Performance
25.98%0-25.98%
▲ 2.92%
▲ 2.10%
―
Sep 2024
▲ 10.00%
▼ 0.89%
―
Oct 2024
▲ 25.98%
▲ 5.96%
―
Nov 2024
▲ 5.34%
▼ 2.41%
―
Dec 2024
▲ 5.99%
▲ 2.69%
―
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.95%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.46%
Mar 2025
▼ 12.15%
▼ 4.55%
▼ 8.24%
Apr 2025
▲ 2.92%▲ 2.10%―
▲ 10.00%▼ 0.89%―
▲ 25.98%▲ 5.96%―
▲ 5.34%▼ 2.41%―
▲ 5.99%▲ 2.69%―
▼ 12.86%▼ 1.27%▼ 0.95%
▼ 1.80%▼ 5.57%▼ 2.46%
▼ 12.15%▼ 4.55%▼ 8.24%
Recent Activity
Calamos Strategic Total Return Fund
2.44%
▼ 20.73%
4
Buy
Feb 25, 2025
TCG BDC
2.37%
▼ 44.69%
3
Buy
Feb 24, 2025
Ares Capital
2.62%
▼ 33.29%
3
Buy
Feb 24, 2025
Amplify CWP Enhanced Dividend Income ETF
4.7%
▼ 26.35%
3
Buy
Feb 24, 2025
NextEra Energy
0.05%
▼ 7.50%
3
Buy
Feb 21, 2025
Chevron
0.32%
▼ 11.33%
3
Buy
Feb 21, 2025
Sixth Street Specialty Lending
1.73%
▼ 59.62%
3
Buy
Feb 21, 2025
Pfizer
1.89%
▼ 46.30%
2
Buy
Feb 21, 2025
Clearway Energy
2.36%
▼ 41.35%
2
Buy
Feb 21, 2025
Blue Owl Capital
2.23%
▼ 22.43%
3
Buy
Feb 21, 2025
Oneok
2.62%
▼ 36.11%
3
Buy
Feb 21, 2025
Capital Southwest
2.81%
▼ 30.11%
2
Buy
Feb 21, 2025
BlackRock Science and Technology Trust II
2.72%
▲ 95.14%
3
Buy
Feb 21, 2025
Realty Income
4.26%
▼ 46.95%
3
Buy
Feb 21, 2025
Cornerstone Total Return Fund Inc
3.9%
▼ 7.61%
3
Buy
Feb 21, 2025
OneMain Holdings
4.11%
▼ 30.73%
3
Buy
Feb 21, 2025
Schwab US Dividend Equity ETF
5.05%
▼ 7.66%
3
Buy
Feb 21, 2025
Altria Group
6.69%
▼ 29.05%
3
Buy
Feb 21, 2025
Arbor Realty
5.78%
▼ 7.92%
3
Buy
Feb 21, 2025
Cornerstone Strategic Value Fund Inc
6.99%
▼ 6.71%
3
Buy
Feb 21, 2025