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MS - New Portfolio
Shareholder
MSIndividual Investor
Ranked #16,309 out of 803,590 TipRanks' Investors
Success Rate
144 out of 221
profitable transactions
profitable transactions
Average Return
78.91%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.82%
6-Month Return▲ 10.31%
12-Month Return▲ 152.51%
YTD Return▲ 8.93%
Total Return▲ 348.36%
Best Trade
Bio
Dividend portfolio
Performance
25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 21.46%
Nov 2024
▲ 5.10%
▼ 2.41%
▲ 0.41%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 10.14%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.74%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 13.33%
Mar 2025
▲ 1.87%
▼ 0.87%
▲ 2.71%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 7.97%
May 2025
▲ 4.81%
▲ 2.44%
▲ 3.66%
Jun 2025
▲ 25.97%▲ 5.96%▲ 21.46%
▲ 5.10%▼ 2.41%▲ 0.41%
▲ 6.03%▲ 2.69%▲ 10.14%
▼ 12.86%▼ 1.27%▼ 0.74%
▼ 1.80%▼ 5.57%▼ 13.33%
▲ 1.87%▼ 0.87%▲ 2.71%
▲ 12.21%▲ 6.28%▲ 7.97%
▲ 4.81%▲ 2.44%▲ 3.66%
Recent Activity
BigBearai Holdings
1.63%
▲ 10.27%
8
Buy
Jun 11, 2025
Nuveen Preferred & Income Opportunities Fund of Benef Interest
0.38%
▲ 1.01%
1
Open
May 16, 2025
Oxford Lane Capital
6.19%
▲ 11.50%
21
Buy
Apr 17, 2025
BlackRock Capital
3.94%
▲ 6.65%
5
Buy
Mar 13, 2025
OFS Credit Company
1.51%
▼ 3.10%
4
Buy
Feb 27, 2025
Planet Labs PBC
1.55%
▲ 34.07%
9
Buy
Feb 19, 2025
Two Harbors
―
▼ 29.54%
8
Close
Dec 20, 2024
Ready Capital
―
▼ 14.96%
2
Close
Dec 13, 2024
BlackSky Technology
1.89%
▲ 450.54%
16
Buy
Nov 08, 2024
Invesco Mortgage
―
▼ 20.59%
12
Close
Oct 04, 2024
Aberdeen Income Credit Strategies Fund of Benef Interest
0.56%
▲ 3.88%
2
Buy
Aug 09, 2024
Cornerstone Strategic Value Fund Inc
6.44%
▲ 40.09%
10
Buy
Jul 30, 2024
Arbor Realty
5.22%
▲ 63.92%
11
Buy
May 09, 2024
Guggenheim Strategic Opportunities Fund
1.41%
▲ 26.97%
2
Buy
Apr 03, 2024
Rocket Lab USA
6.23%
▲ 357.09%
8
Buy
Dec 29, 2023
Chimera Investment
―
▼ 43.43%
8
Close
Dec 29, 2023
AGNC Investment
2.22%
▲ 22.24%
5
Buy
Dec 29, 2023
Eagle Point Income Co
3.11%
▲ 19.11%
4
Buy
Dec 29, 2023
Eagle Point Credit Company
5.01%
▲ 10.54%
18
Buy
Dec 12, 2023
Orchid Island Capital
―
▼ 56.02%
8
Close
Oct 16, 2023