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MS - New Portfolio
Shareholder
MSIndividual Investor
Ranked #11,623 out of 799,702 TipRanks' Investors
Success Rate
151 out of 219
profitable transactions
profitable transactions
Average Return
78.61%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 19.10%
6-Month Return▲ 15.15%
12-Month Return▲ 142.44%
YTD Return▲ 6.63%
Total Return▲ 338.89%
Best Trade
Bio
Dividend portfolio
Performance
25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▲ 1.14%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 21.45%
Nov 2024
▲ 5.41%
▼ 2.41%
▲ 0.41%
Dec 2024
▲ 6.02%
▲ 2.69%
▲ 10.14%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.74%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 13.33%
Mar 2025
▲ 1.73%
▼ 0.87%
▲ 2.71%
Apr 2025
▲ 14.05%
▲ 6.48%
▲ 9.56%
May 2025
▲ 9.99%▼ 0.89%▲ 1.14%
▲ 25.97%▲ 5.96%▲ 21.45%
▲ 5.41%▼ 2.41%▲ 0.41%
▲ 6.02%▲ 2.69%▲ 10.14%
▼ 12.86%▼ 1.27%▼ 0.74%
▼ 1.80%▼ 5.57%▼ 13.33%
▲ 1.73%▼ 0.87%▲ 2.71%
▲ 14.05%▲ 6.48%▲ 9.56%
Recent Activity
Nuveen Preferred & Income Opportunities Fund of Benef Interest
0.38%
0.00%
1
Open
May 16, 2025
Oxford Lane Capital
7.05%
▲ 24.51%
21
Buy
Apr 17, 2025
BlackRock Capital
3.93%
▲ 4.47%
5
Buy
Mar 13, 2025
OFS Credit Company
1.64%
▲ 1.51%
4
Buy
Feb 27, 2025
Planet Labs PBC
1.14%
▼ 3.50%
9
Buy
Feb 19, 2025
BigBearai Holdings
1.41%
▲ 6.70%
7
Buy
Jan 06, 2025
Two Harbors
―
▼ 29.54%
8
Close
Dec 20, 2024
Ready Capital
―
▼ 14.96%
2
Close
Dec 13, 2024
BlackSky Technology
1.99%
▲ 468.81%
16
Buy
Nov 08, 2024
Invesco Mortgage
―
▼ 20.59%
12
Close
Oct 04, 2024
Aberdeen Income Credit Strategies Fund of Benef Interest
0.57%
▲ 2.16%
2
Buy
Aug 09, 2024
Cornerstone Strategic Value Fund Inc
5.99%
▲ 27.87%
10
Buy
Jul 30, 2024
Arbor Realty
5.34%
▲ 64.54%
11
Buy
May 09, 2024
Guggenheim Strategic Opportunities Fund
1.41%
▲ 24.59%
2
Buy
Apr 03, 2024
Rocket Lab USA
6.15%
▲ 342.72%
8
Buy
Dec 29, 2023
Chimera Investment
―
▼ 43.43%
8
Close
Dec 29, 2023
AGNC Investment
2.21%
▲ 17.80%
5
Buy
Dec 29, 2023
Eagle Point Income Co
3.41%
▲ 26.40%
4
Buy
Dec 29, 2023
Eagle Point Credit Company
5.32%
▲ 13.02%
18
Buy
Dec 12, 2023
Orchid Island Capital
―
▼ 56.02%
8
Close
Oct 16, 2023