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SoFi Self-directed - New Portfolio

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SoFi Self-directed
Individual Investor
Ranked #245,495 out of 824,099 TipRanks' Investors
Success Rate
55%
66 out of 120
profitable transactions
Average Return
20.36%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.43%
6-Month Return▲ 26.11%
12-Month Return-
YTD Return▼ 12.67%
Total Return▼ 12.67%

Best Trade

Opened at
Closed at-
Gain▲ 617.86%

Bio

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 3.81%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 1.12%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 10.72%
May 2025
▲ 9.25%
▲ 5.14%
▲ 4.95%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 0.72%
Jul 2025
▲ 2.76%
▲ 2.05%
▼ 4.14%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 3.49%
Sep 2025
▲ 4.03%
▼ 0.27%
▲ 3.25%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 3.81%
▲ 0.80%▼ 0.87%▲ 1.12%
▲ 11.63%▲ 6.28%▲ 10.72%
▲ 9.25%▲ 5.14%▲ 4.95%
▲ 7.60%▲ 2.30%▼ 0.72%
▲ 2.76%▲ 2.05%▼ 4.14%
▲ 12.88%▲ 3.56%▲ 3.49%
▲ 4.03%▼ 0.27%▲ 3.25%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Elevation Oncology
▼ 6.41%
2
Close
Jul 22, 2025
Shopify
▲ 58.17%
2
Close
Jun 26, 2025
VNET Group, Inc. Sponsored ADR
▼ 4.31%
2
Close
Jun 26, 2025
Hims & Hers Health
3.21%
▲ 55.34%
5
Buy
Jun 24, 2025
Alphabet Class A
9.66%
▲ 53.18%
3
Buy
Jun 24, 2025
SoFi
25.22%
▼ 12.50%
6
Buy
Jun 24, 2025
fuboTV
0.86%
▲ 13.67%
2
Buy
Jun 24, 2025
22nd Century
0.19%
▼ 80.95%
6
Buy
Jun 20, 2025
Americas Gold and Silver
▲ 37.80%
3
Sell
Jun 19, 2025
HSBC Holdings
▼ 17.12%
4
Close
Jun 19, 2025
Celestica
▲ 50.30%
3
Close
Jun 19, 2025
AppLovin
▲ 17.56%
6
Close
Jun 19, 2025
Advanced Micro Devices
19.25%
▲ 95.80%
5
Sell
Jun 18, 2025
Walmart
2.45%
▲ 13.48%
3
Sell
Jun 18, 2025
SoFi Enhanced Yield ETF
0.33%
▼ 2.63%
2
Buy
Jun 18, 2025
Shoe Carnival
0.42%
▼ 0.75%
1
Buy
Jun 18, 2025
PepsiCo
▼ 18.22%
2
Sell
Jun 12, 2025
iShares Silver Trust
1.4%
▲ 54.63%
7
Sell
Jun 12, 2025
Beyond Air
0.01%
▼ 34.44%
1
Buy
Jun 12, 2025
Moderna
▲ 3.65%
2
Close
Jun 10, 2025