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MS - New Portfolio
Shareholder
MSIndividual Investor
Ranked #17,125 out of 851,975 TipRanks' Investors
Success Rate
135 out of 246
profitable transactions
profitable transactions
Average Return
154.79%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.63%
6-Month Return▲ 18.56%
12-Month Return▲ 31.30%
YTD Return▲ 4.89%
Total Return▲ 495.07%
Best Trade
Bio
Dividend portfolio
Performance
16.87%0-16.87%
▲ 9.25%
▲ 5.14%
▲ 16.87%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 0.28%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.32%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 7.91%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.84%
Oct 2025
▼ 3.58%
▲ 0.19%
▼ 5.72%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 4.57%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 4.89%
Jan 2026
▲ 9.25%▲ 5.14%▲ 16.87%
▲ 7.60%▲ 2.30%▲ 0.28%
▲ 2.76%▲ 2.05%▲ 3.32%
▲ 12.88%▲ 3.56%▲ 7.91%
▲ 10.96%▲ 2.38%▲ 1.84%
▼ 3.58%▲ 0.19%▼ 5.72%
▼ 0.10%▲ 0.08%▲ 4.57%
▲ 4.06%▲ 1.47%▲ 4.89%
Recent Activity
FS Global Credit Opportunities Fund
1.14%
▼ 7.50%
4
Buy
Jan 26, 2026
BigBearai Holdings
2.83%
▲ 20.11%
13
Buy
Jan 21, 2026
Cornerstone Total Return Fund Inc
1.49%
▲ 1.84%
3
Buy
Jan 20, 2026
Euronav
―
▲ 36.74%
2
Close
Jan 08, 2026
Nano Dimension
―
▼ 86.96%
3
Close
Jan 07, 2026
Nuveen Preferred & Income Opportunities Fund of Benef Interest
0.61%
▲ 6.62%
2
Buy
Nov 07, 2025
Oxford Lane Capital
2.72%
▼ 12.36%
23
Open
Nov 03, 2025
Arbor Realty
3.32%
▲ 23.14%
12
Buy
Oct 31, 2025
Richtech Robotics Inc. Class B
0.67%
▼ 17.71%
3
Buy
Oct 20, 2025
BlackRock Capital
3.58%
▲ 17.68%
6
Buy
Sep 02, 2025
Amprius Technologies Inc
0.93%
▲ 73.30%
3
Buy
Sep 02, 2025
Golden Ocean Group
―
▲ 21.88%
8
Close
Aug 19, 2025
OFS Credit Company
1.03%
▼ 14.60%
5
Buy
Aug 08, 2025
Planet Labs PBC
6.55%
▲ 492.35%
10
Buy
Jul 01, 2025
Two Harbors
―
▼ 29.55%
8
Close
Dec 20, 2024
Ready Capital
―
▼ 14.96%
2
Close
Dec 13, 2024
BlackSky Technology
2.89%
▲ 961.17%
16
Buy
Nov 08, 2024
Invesco Mortgage
―
▼ 20.60%
12
Close
Oct 04, 2024
Aberdeen Income Credit Strategies Fund of Benef Interest
0.42%
▲ 10.01%
2
Buy
Aug 09, 2024
Cornerstone Strategic Value Fund Inc
5.29%
▲ 63.30%
10
Buy
Jul 30, 2024