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MS - New Portfolio
Shareholder
MSIndividual Investor
Ranked #8,735 out of 815,805 TipRanks' Investors
Success Rate
155 out of 228
profitable transactions
profitable transactions
Average Return
121.82%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.05%
6-Month Return▲ 16.44%
12-Month Return▲ 168.69%
YTD Return▲ 27.29%
Total Return▲ 423.93%
Best Trade
Bio
Dividend portfolio
Performance
27.87%0-27.87%
▲ 6.03%
▲ 2.69%
▲ 10.14%
Jan 2025
▼ 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
▲ 27.87%
▲ 2.30%
▲ 0.28%
Jul 2025
▲ 7.86%
▲ 2.66%
▲ 3.35%
Aug 2025
▲ 6.03%▲ 2.69%▲ 10.14%
▼ 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%
▲ 27.87%▲ 2.30%▲ 0.28%
▲ 7.86%▲ 2.66%▲ 3.35%
Recent Activity
Golden Ocean Group
―
▲ 21.88%
8
Close
Aug 19, 2025
Euronav
1.61%
▲ 0.48%
1
Open
Aug 19, 2025
OFS Credit Company
1.44%
▼ 2.03%
5
Buy
Aug 08, 2025
Amprius Technologies Inc
0.45%
▲ 3.80%
2
Buy
Aug 08, 2025
FS Global Credit Opportunities Fund
0.31%
▲ 2.42%
1
Open
Aug 08, 2025
BigBearai Holdings
2.1%
▲ 39.42%
9
Buy
Jul 07, 2025
Planet Labs PBC
2.05%
▲ 71.04%
10
Buy
Jul 01, 2025
Nuveen Preferred & Income Opportunities Fund of Benef Interest
0.33%
▲ 4.86%
1
Open
May 16, 2025
Oxford Lane Capital
4.58%
▲ 2.52%
21
Buy
Apr 17, 2025
BlackRock Capital
3.34%
▲ 11.11%
5
Buy
Mar 13, 2025
Two Harbors
―
▼ 29.55%
8
Close
Dec 20, 2024
Ready Capital
―
▼ 14.97%
2
Close
Dec 13, 2024
BlackSky Technology
2.58%
▲ 769.32%
16
Buy
Nov 08, 2024
Invesco Mortgage
―
▼ 20.60%
12
Close
Oct 04, 2024
Aberdeen Income Credit Strategies Fund of Benef Interest
0.48%
▲ 8.79%
2
Buy
Aug 09, 2024
Cornerstone Strategic Value Fund Inc
5.64%
▲ 48.98%
10
Buy
Jul 30, 2024
Arbor Realty
5.05%
▲ 88.75%
11
Buy
May 09, 2024
Guggenheim Strategic Opportunities Fund
1.22%
▲ 31.78%
2
Buy
Apr 03, 2024
Rocket Lab USA
9.75%
▲ 729.52%
8
Buy
Dec 29, 2023
Chimera Investment
―
▼ 43.43%
8
Close
Dec 29, 2023