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SoFi Invest Account - New Portfolio
Keith Berlack
SoFi Invest AccountIndividual Investor
Ranked #53,982 out of 799,211 TipRanks' Investors
Success Rate
496 out of 712
profitable transactions
profitable transactions
Average Return
18.43%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 27.57%
6-Month Return▲ 12.65%
12-Month Return▲ 12.67%
YTD Return▲ 11.79%
Total Return▲ 116.81%
Best Trade
Bio
Long term investments
Performance
80.74%0-80.74%
▲ 9.99%
▼ 0.89%
▼ 24.75%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 80.74%
Nov 2024
▲ 5.41%
▼ 2.41%
▼ 8.90%
Dec 2024
▲ 6.02%
▲ 2.69%
▲ 14.34%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 20.84%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.96%
Mar 2025
▲ 1.74%
▼ 0.87%
▲ 17.98%
Apr 2025
▲ 12.36%
▲ 5.96%
▲ 11.31%
May 2025
▲ 9.99%▼ 0.89%▼ 24.75%
▲ 25.97%▲ 5.96%▲ 80.74%
▲ 5.41%▼ 2.41%▼ 8.90%
▲ 6.02%▲ 2.69%▲ 14.34%
▼ 12.86%▼ 1.27%▼ 20.84%
▼ 1.80%▼ 5.57%▼ 5.96%
▲ 1.74%▼ 0.87%▲ 17.98%
▲ 12.36%▲ 5.96%▲ 11.31%
Recent Activity
Coinbase Global
―
▲ 97.52%
20
Sell
Apr 01, 2025
Gold Resource
―
▼ 89.72%
2
Close
Dec 17, 2024
Strategy
2.22%
▲ 12.20%
1
Buy
Dec 04, 2024
Cleanspark
―
▲ 36.99%
5
Close
Aug 07, 2024
Marathon Digital Holdings
―
▼ 35.49%
2
Close
Aug 07, 2024
IShares Bitcoin Trust Registered
87.08%
▲ 58.14%
3
Buy
Mar 08, 2024
Amazon
―
▲ 27.22%
48
Close
Dec 09, 2023
Nvidia
―
▲ 22.93%
13
Sell
Dec 09, 2023
Apple
―
▲ 12.40%
44
Close
Oct 03, 2023
Block
―
▼ 15.00%
5
Sell
Sep 11, 2023
SoFi Technologies
―
▲ 54.42%
9
Close
Sep 05, 2023
Oracle
―
▼ 0.62%
2
Sell
Sep 05, 2023
Alphabet Class A
―
▼ 5.41%
22
Sell
Aug 13, 2023
Lucid Group
―
▼ 43.12%
10
Sell
Aug 13, 2023
Tesla
―
▼ 9.89%
3
Close
Aug 13, 2023
Aeva Technologies
―
▼ 34.55%
2
Close
Aug 13, 2023
Luminar Technologies
―
▼ 17.18%
6
Sell
Aug 13, 2023
AbCellera Biologics
―
▼ 45.09%
2
Close
Aug 13, 2023
ChargePoint Holdings
―
▼ 20.17%
4
Close
Aug 13, 2023
Microsoft
―
▲ 3.07%
2
Close
Aug 13, 2023