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SoFi Invest Account - New Portfolio

grant graham

SoFi Invest Account
Individual Investor
Ranked #485,805 out of 826,208 TipRanks' Investors
Success Rate
41%
78 out of 189
profitable transactions
Average Return
14.36%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.12%
6-Month Return▲ 42.45%
12-Month Return▲ 38.76%
YTD Return▲ 37.11%
Total Return▲ 46.82%

Best Trade

Opened at
Closed at
Gain▲ 636.50%

Bio

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 9.47%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 2.66%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 6.03%
May 2025
▲ 9.25%
▲ 5.14%
▲ 5.20%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 7.32%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 0.80%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 8.91%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 11.13%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 9.47%
▲ 0.80%▼ 0.87%▲ 2.66%
▲ 11.63%▲ 6.28%▲ 6.03%
▲ 9.25%▲ 5.14%▲ 5.20%
▲ 7.60%▲ 2.30%▲ 7.32%
▲ 2.76%▲ 2.05%▲ 0.80%
▲ 12.88%▲ 3.56%▲ 8.91%
▲ 10.96%▲ 2.38%▲ 11.13%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Novagold Resources New
1.16%
▲ 36.12%
2
Sell
Oct 27, 2025
Ventyx Biosciences
8.63%
▲ 229.15%
4
Sell
Oct 23, 2025
YieldMax Ultra Option Income Strategy ETF
▼ 1.82%
4
Close
Oct 22, 2025
Adaptimmune Therapeutics
▲ 45.55%
5
Close
Oct 10, 2025
AtlasClear Holdings
1.81%
▼ 8.00%
5
Buy
Oct 09, 2025
JPMorgan Equity Premium Income ETF
0.63%
▼ 28.53%
19
Buy
Oct 03, 2025
First Horizon
0.04%
▼ 45.39%
6
Buy
Oct 02, 2025
Virgin Galactic Holdings
2.07%
▼ 1.99%
1
Buy
Oct 02, 2025
ProShares Ultra Top QQQ
0.13%
▲ 4.96%
2
Buy
Oct 01, 2025
Mind Medicine
13.93%
▲ 234.01%
6
Sell
Sep 29, 2025
ARK Venture Fund
2.57%
▲ 9.97%
2
Buy
Sep 29, 2025
Kyivstar Group
1.43%
▲ 8.32%
3
Buy
Sep 29, 2025
BigBearai Holdings
1.68%
▲ 6.71%
1
Buy
Sep 29, 2025
Rigetti Computing
7.16%
▲ 183.42%
2
Sell
Sep 24, 2025
SNDL
4.35%
▼ 4.83%
5
Buy
Sep 22, 2025
Navitas Semiconductor
10.21%
▲ 83.90%
2
Buy
Sep 22, 2025
Veritone
1.27%
▲ 12.09%
1
Buy
Sep 22, 2025
Adamas Trust
2.83%
▼ 6.39%
1
Buy
Aug 25, 2025
Mesabi Shs
0.09%
▲ 21.37%
8
Buy
Aug 21, 2025
Golden Ocean Group
▲ 10.65%
8
Close
Aug 21, 2025