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SoFi Self-directed - New Portfolio

Johnathan Enz

SoFi Self-directed
Individual Investor
Ranked #60,959 out of 799,340 TipRanks' Investors
Success Rate
73%
88 out of 121
profitable transactions
Average Return
8.81%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.45%
6-Month Return▲ 2.86%
12-Month Return▲ 18.63%
YTD Return▲ 4.92%
Total Return▲ 16.03%

Best Trade

Opened at
Closed at-
Gain▲ 118.78%

Bio

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▲ 1.02%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 4.70%
Nov 2024
▲ 5.41%
▼ 2.41%
▼ 4.27%
Dec 2024
▲ 6.02%
▲ 2.69%
▲ 3.35%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 3.24%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.15%
Mar 2025
▲ 1.74%
▼ 0.87%
▼ 1.77%
Apr 2025
▲ 12.36%
▲ 5.96%
▲ 0.25%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▲ 1.02%
▲ 25.97%▲ 5.96%▲ 4.70%
▲ 5.41%▼ 2.41%▼ 4.27%
▲ 6.02%▲ 2.69%▲ 3.35%
▼ 12.86%▼ 1.27%▲ 3.24%
▼ 1.80%▼ 5.57%▼ 0.15%
▲ 1.74%▼ 0.87%▼ 1.77%
▲ 12.36%▲ 5.96%▲ 0.25%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nordic American Tanker
1.35%
▼ 2.78%
6
Buy
Jan 29, 2025
Ford Motor
6.11%
▼ 7.10%
9
Buy
Jan 23, 2025
Vanguard Total International Bond ETF
1.92%
▲ 3.39%
3
Buy
Jan 17, 2025
Amcor
2.32%
▼ 6.44%
4
Buy
Jan 17, 2025
Intel
1.21%
▲ 0.78%
1
Buy
Jan 17, 2025
Pfizer
3.34%
▼ 24.89%
12
Buy
Jan 15, 2025
Telefonica
0.4%
▲ 29.55%
3
Buy
Jan 15, 2025
AT&T
2.23%
▲ 50.29%
15
Buy
Dec 26, 2024
iShares Core U.S. Aggregate Bond ETF
3.27%
▲ 0.05%
4
Buy
Dec 26, 2024
Global X Russell 2000 Covered Call ETF
▲ 0.85%
5
Close
Dec 26, 2024
ProShares Bitcoin Strategy ETF
▲ 10.17%
7
Close
Dec 26, 2024
JPMorgan Equity Premium Income ETF
▲ 3.27%
6
Close
Dec 26, 2024
Schwab US Dividend Equity ETF
14.61%
▲ 53.50%
2
Buy
Dec 26, 2024
Schwab US Aggregate Bond ETF
0.89%
▲ 1.52%
2
Buy
Dec 24, 2024
iShares Core Dividend Growth ETF
3.45%
▲ 0.15%
1
Buy
Dec 23, 2024
Schwab U.S. Large-Cap ETF
3.92%
▲ 1.93%
1
Buy
Oct 11, 2024
Vanguard International High Dividend Yield ETF
11.27%
▲ 14.52%
5
Buy
Aug 05, 2024
SPDR Portfolio S&P 500 High Dividend ETF
10.67%
▲ 11.14%
10
Buy
Jun 18, 2024
iShares Core High Dividend ETF
8.29%
▲ 7.72%
3
Buy
Apr 25, 2024
Vanguard High Dividend Yield Index ETF
8.6%
▲ 11.71%
3
Buy
Apr 25, 2024