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SoFi Self-directed - New Portfolio
Morrie Yedor
SoFi Self-directedIndividual Investor
Ranked #528,954 out of 827,859 TipRanks' Investors
Success Rate
53 out of 241
profitable transactions
profitable transactions
Average Return
-7.07%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.22%
6-Month Return▲ 7.04%
12-Month Return-
YTD Return▲ 1.43%
Total Return▲ 1.43%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▼ 4.11%
Apr 2025
▲ 11.64%
▲ 6.28%
▲ 4.19%
May 2025
▲ 9.25%
▲ 5.14%
▲ 3.66%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.55%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.15%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 1.85%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.87%
Oct 2025
▼ 1.52%
▼ 0.09%
▲ 0.46%
Nov 2025
▲ 0.80%▼ 0.87%▼ 4.11%
▲ 11.64%▲ 6.28%▲ 4.19%
▲ 9.25%▲ 5.14%▲ 3.66%
▲ 7.60%▲ 2.30%▲ 1.55%
▲ 2.76%▲ 2.05%▲ 2.15%
▲ 12.88%▲ 3.56%▼ 1.85%
▲ 10.96%▲ 2.38%▼ 0.87%
▼ 1.52%▼ 0.09%▲ 0.46%
Recent Activity
Goldman Sachs S&P 500 Core Premium Income ETF
5.42%
▼ 37.41%
5
Buy
Nov 07, 2025
REX NVDA Growth & Income ETF
3.65%
▼ 8.84%
7
Buy
Nov 06, 2025
Gladstone Capital
1.44%
▼ 37.60%
8
Buy
Oct 31, 2025
Capital Southwest
3.02%
▼ 2.62%
9
Buy
Oct 31, 2025
BlackRock Science and Technology Trust II
―
▲ 69.96%
8
Sell
Oct 31, 2025
Cornerstone Total Return Fund Inc
4.62%
▼ 1.71%
9
Buy
Oct 31, 2025
Amplify CWP Enhanced Dividend Income ETF
4.94%
▲ 23.42%
8
Buy
Oct 31, 2025
Cornerstone Strategic Value Fund Inc
8.14%
▼ 9.28%
9
Sell
Oct 31, 2025
Blackrock Health Sciences Trust
2.02%
▼ 32.35%
5
Buy
Oct 31, 2025
Amplify CWP Growth & Income ETF
3.2%
▼ 14.94%
3
Buy
Oct 31, 2025
FT Cboe Vest Rising Dividend Achievers Target Income ETF
6.79%
▼ 18.94%
4
Buy
Oct 31, 2025
NEOS S&P 500 High Income ETF
1.43%
▲ 50.60%
8
Buy
Oct 24, 2025
Calamos Strategic Total Return Fund
2.87%
▲ 30.91%
10
Buy
Oct 22, 2025
Blue Owl Capital
1.95%
▼ 34.29%
8
Buy
Oct 16, 2025
Main Street Capital
3.04%
▼ 51.03%
10
Buy
Oct 16, 2025
Realty Income
4.06%
▼ 20.77%
9
Buy
Oct 16, 2025
Altria Group
6.35%
▲ 52.18%
6
Buy
Oct 10, 2025
First Trust Morningstar Dividend Leaders Index Fund
―
▼ 1.43%
2
Close
Oct 10, 2025
Fidelity High Dividend ETF
2.13%
▲ 1.07%
1
Buy
Oct 10, 2025
Chevron
0.58%
▼ 4.26%
10
Buy
Oct 02, 2025