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MS - New Portfolio

PerformancePortfolio Details

Shareholder

MS
Individual Investor
Ranked #12,099 out of 783,334 TipRanks' Investors
Success Rate
68%
146 out of 214
profitable transactions
Average Return
82.79%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.59%
6-Month Return▲ 136.19%
12-Month Return▲ 171.37%
YTD Return▲ 8.59%
Total Return▲ 347.30%

Best Trade

AssetBlackSky Te... (BKSY)
Opened at
Closed at-
Gain▲ 1190.39%

Bio

Dividend portfolio

Performance

71.15%0-71.15%
▲ 9.79%
▲ 3.53%
▲ 1.69%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 4.46%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.95%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 71.15%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 1.14%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 21.46%
Nov 2024
▲ 5.93%
▼ 2.41%
▲ 0.50%
Dec 2024
▲ 3.19%
▲ 2.68%
▲ 8.59%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 1.69%
▲ 8.13%▲ 1.21%▲ 4.46%
▼ 13.14%▲ 2.34%▲ 2.95%
▲ 2.93%▲ 2.10%▲ 71.15%
▲ 9.99%▼ 0.89%▲ 1.14%
▲ 26.04%▲ 5.96%▲ 21.46%
▲ 5.93%▼ 2.41%▲ 0.50%
▲ 3.19%▲ 2.68%▲ 8.59%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BCAT
BlackRock Capital
2.9%
▲ 0.98%
3
Buy
Jan 10, 2025
BBAI
BigBearai Holdings
1.76%
▲ 5.82%
7
Buy
Jan 06, 2025
OCCI
OFS Credit Company
1.52%
▼ 0.99%
3
Buy
Dec 26, 2024
TWO
Two Harbors
―
▼ 29.55%
8
Close
Dec 20, 2024
RC
Ready Capital
―
▼ 14.97%
2
Close
Dec 13, 2024
BKSY
BlackSky Technology
2.54%
▲ 545.26%
16
Buy
Nov 08, 2024
PL
Planet Labs PBC
1.71%
▲ 40.99%
8
Buy
Nov 08, 2024
IVR
Invesco Mortgage
―
▼ 20.60%
12
Close
Oct 04, 2024
OXLC
Oxford Lane Capital
7.9%
▲ 20.56%
20
Buy
Aug 19, 2024
ACP
Aberdeen Income Credit Strategies Fund of Benef Interest
0.65%
▲ 0.20%
2
Buy
Aug 09, 2024
CLM
Cornerstone Strategic Value Fund Inc
8.1%
▲ 44.47%
10
Buy
Jul 30, 2024
ABR
Arbor Realty
7.55%
▲ 95.42%
11
Buy
May 09, 2024
GOF
Guggenheim Strategic Opportunities Fund
1.63%
▲ 21.48%
2
Buy
Apr 03, 2024
RKLB
Rocket Lab USA
7.63%
▲ 399.86%
8
Buy
Dec 29, 2023
CIM
Chimera Investment
―
▼ 43.43%
8
Close
Dec 29, 2023
AGNC
AGNC Investment
2.7%
▲ 20.04%
5
Buy
Dec 29, 2023
EIC
Eagle Point Income Co
4.2%
▲ 32.66%
4
Buy
Dec 29, 2023
ECC
Eagle Point Credit Company
6.56%
▲ 16.93%
18
Buy
Dec 12, 2023
ORC
Orchid Island Capital
―
▼ 56.02%
8
Close
Oct 16, 2023
GEO
Geo Group
―
▼ 26.15%
4
Close
Aug 15, 2023