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SoFi Invest Account - New Portfolio

Trent Whaley

SoFi Invest Account
Individual Investor
Ranked #169,394 out of 731,395 TipRanks' Investors
Success Rate
52%
30 out of 58
profitable transactions
Average Return
15.49%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
6.02% CAH
5.96% ABBV
5.88% CVX
5.17% PSX
4.28% XOM
72.69% Others
By Assets
95.44% Stocks
4.56% Cash
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
39.14% Energy
16.71% Healthcare
15.30% Financial
6.25% Utilities
6.13% Consumer Defensive
16.46% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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xiaha9x5
xiaha9x5
premium
xiaha9x5
xiaha9x5
xiaha9x5
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iroapiux2p9
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premium
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iroapiux2p9
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premium
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ume3wpqucb
ume3wpqucb
wkn9v2qf2oa
wkn9v2qf2oa
wkn9v2qf2oa
wkn9v2qf2oa
wkn9v2qf2oa
premium
wkn9v2qf2oa
wkn9v2qf2oa
wkn9v2qf2oa
6e12zo9m
6e12zo9m
6e12zo9m
6e12zo9m
6e12zo9m
premium
6e12zo9m
6e12zo9m
6e12zo9m
lph6tvq
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lph6tvq
lph6tvq
lph6tvq
premium
lph6tvq
lph6tvq
lph6tvq
ztlq4c
ztlq4c
ztlq4c
ztlq4c
ztlq4c
premium
ztlq4c
ztlq4c
ztlq4c
2cscxowwm4b
2cscxowwm4b
2cscxowwm4b
2cscxowwm4b
2cscxowwm4b
premium
2cscxowwm4b
2cscxowwm4b
2cscxowwm4b
qreslylmuph
qreslylmuph
qreslylmuph
qreslylmuph
qreslylmuph
premium
qreslylmuph
qreslylmuph
qreslylmuph
at6hzsr150s
at6hzsr150s
at6hzsr150s
at6hzsr150s
at6hzsr150s
premium
at6hzsr150s
at6hzsr150s
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WBA
Walgreens Boots Alliance
$17.34
$0.39
(2.2%)
After
0.52%
$23.31
(34.43% Upside)
2 Buy
8 Hold
4 Sell
Hold
premium
$15.27B
-45.19%
TU
Telus
$16.23
$0.16
(1%)
After
0.8%
$18.33
(12.94% Upside)
5 Buy
4 Hold
0 Sell
Moderate Buy
premium
$23.55B
-18.86%
BBD
Banco Bradesco SA
$2.72
$0.02
(0.74%)
After
0.73%
$3.65
(34.19% Upside)
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$27.05B
2.66%
DHT
DHT Holdings
$11.39
$0.03
(0.26%)
After
1.58%
$15.93
(39.86% Upside)
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.85B
33.10%
COFS
ChoiceOne Financial Services
$25.78
$0.92
(3.7%)
After
0%
premium
$184.29M
7.34%
KMI
Kinder Morgan
$18.23
$0.05
(0.27%)
After
0.05%
$20.18
(10.70% Upside)
4 Buy
7 Hold
0 Sell
Moderate Buy
premium
$41.46B
14.11%
LVS
Las Vegas Sands
$44.54
$0.18
(0.41%)
After
0.43%
$61.67
(38.46% Upside)
12 Buy
1 Hold
0 Sell
Strong Buy
premium
$33.86B
-30.82%
GHG
Greentree Hospitality Group
$3.20
$0
(0%)
After
1.25%
$4.46
(39.37% Upside)
0 Buy
1 Hold
0 Sell
Hold
premium
$319.19M
-27.27%
ET
Energy Transfer
$15.48
$0.25
(1.59%)
After
0%
$18.44
(19.12% Upside)
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$53.75B
36.00%
CAH
Cardinal Health
$102.17
$0.87
(0.84%)
After
0%
$114.92
(12.48% Upside)
6 Buy
5 Hold
1 Sell
Moderate Buy
premium
$25.10B
27.89%