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MS - New Portfolio
Shareholder
MSIndividual Investor
Ranked #6,437 out of 819,158 TipRanks' Investors
Success Rate
161 out of 231
profitable transactions
profitable transactions
Average Return
140.73%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 14.63%
6-Month Return▲ 41.92%
12-Month Return▲ 73.90%
YTD Return▲ 38.48%
Total Return▲ 470.00%
Best Trade
Bio
Dividend portfolio
Performance
27.92%0-27.92%
▼ 12.86%
▼ 1.27%
▼ 0.74%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 13.33%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 2.72%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 7.97%
May 2025
▲ 6.24%
▲ 5.14%
▲ 16.88%
Jun 2025
▲ 27.92%
▲ 2.30%
▲ 0.28%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 3.32%
Aug 2025
▲ 9.82%
▲ 3.18%
▲ 8.83%
Sep 2025
▼ 12.86%▼ 1.27%▼ 0.74%
▼ 1.80%▼ 5.57%▼ 13.33%
▲ 1.84%▼ 0.87%▲ 2.72%
▲ 12.20%▲ 6.28%▲ 7.97%
▲ 6.24%▲ 5.14%▲ 16.88%
▲ 27.92%▲ 2.30%▲ 0.28%
▲ 4.87%▲ 2.05%▲ 3.32%
▲ 9.82%▲ 3.18%▲ 8.83%
Recent Activity
Richtech Robotics Inc. Class B
0.5%
▲ 35.46%
1
Open
Sep 12, 2025
BlackRock Capital
3.58%
▲ 10.33%
6
Buy
Sep 02, 2025
Amprius Technologies Inc
0.88%
▲ 63.96%
3
Buy
Sep 02, 2025
Golden Ocean Group
―
▲ 21.88%
8
Close
Aug 19, 2025
Euronav
1.62%
▲ 10.71%
1
Open
Aug 19, 2025
OFS Credit Company
1.28%
▼ 3.03%
5
Buy
Aug 08, 2025
FS Global Credit Opportunities Fund
0.27%
▲ 0.65%
1
Open
Aug 08, 2025
BigBearai Holdings
2.55%
▲ 85.08%
9
Buy
Jul 07, 2025
Planet Labs PBC
2.89%
▲ 163.56%
10
Buy
Jul 01, 2025
Nuveen Preferred & Income Opportunities Fund of Benef Interest
0.31%
▲ 8.20%
1
Open
May 16, 2025
Oxford Lane Capital
3.9%
▼ 1.95%
21
Buy
Apr 17, 2025
Two Harbors
―
▼ 29.55%
8
Close
Dec 20, 2024
Ready Capital
―
▼ 14.97%
2
Close
Dec 13, 2024
BlackSky Technology
2.73%
▲ 909.24%
16
Buy
Nov 08, 2024
Invesco Mortgage
―
▼ 20.60%
12
Close
Oct 04, 2024
Aberdeen Income Credit Strategies Fund of Benef Interest
0.44%
▲ 8.25%
2
Buy
Aug 09, 2024
Cornerstone Strategic Value Fund Inc
5.18%
▲ 52.13%
10
Buy
Jul 30, 2024
Arbor Realty
4.63%
▲ 89.55%
11
Buy
May 09, 2024
Guggenheim Strategic Opportunities Fund
1.11%
▲ 32.94%
2
Buy
Apr 03, 2024
Rocket Lab USA
8.88%
▲ 727.44%
8
Buy
Dec 29, 2023