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SoFi Invest Account - New Portfolio
Sam
SoFi Invest AccountIndividual Investor
Ranked #6,918 out of 820,354 TipRanks' Investors
Success Rate
285 out of 302
profitable transactions
profitable transactions
Average Return
22.76%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.60%
6-Month Return▲ 11.53%
12-Month Return▲ 9.89%
YTD Return▲ 11.12%
Total Return▲ 35.62%
Best Trade
Bio
Performance
27.92%0-27.92%
▼ 12.86%
▼ 1.27%
▼ 0.17%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.16%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 0.35%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 3.00%
May 2025
▲ 6.24%
▲ 5.14%
▲ 3.01%
Jun 2025
▲ 27.92%
▲ 2.30%
▲ 0.41%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 2.44%
Aug 2025
▲ 5.04%
▲ 2.88%
▲ 1.88%
Sep 2025
▼ 12.86%▼ 1.27%▼ 0.17%
▼ 1.80%▼ 5.57%▼ 2.16%
▲ 1.84%▼ 0.87%▲ 0.35%
▲ 12.20%▲ 6.28%▲ 3.00%
▲ 6.24%▲ 5.14%▲ 3.01%
▲ 27.92%▲ 2.30%▲ 0.41%
▲ 4.87%▲ 2.05%▲ 2.44%
▲ 5.04%▲ 2.88%▲ 1.88%
Recent Activity
Vanguard Short-Term Inflation-Protected Securities ETF
0.78%
▲ 7.18%
35
Buy
Dec 08, 2023
VanEck High Yield Muni ETF
0.73%
▲ 1.51%
38
Buy
Dec 08, 2023
Vanguard Small-Cap ETF
2.5%
▲ 33.66%
28
Buy
Dec 08, 2023
SoFi Next 500 ETF
5.25%
▲ 36.74%
35
Buy
Dec 08, 2023
Vanguard FTSE Emerging Markets ETF
6.29%
▲ 34.18%
37
Buy
Dec 08, 2023
Vanguard Short-Term Bond ETF
4.53%
▲ 4.52%
36
Buy
Dec 08, 2023
Vanguard FTSE Developed Markets ETF
17.94%
▲ 33.59%
36
Buy
Dec 08, 2023
iShares National Muni Bond ETF
8.71%
▲ 1.77%
38
Buy
Dec 08, 2023
SoFi Select 500 ETF
52.92%
▲ 58.07%
34
Buy
Dec 08, 2023