Shareholder

MS
Individual Investor
Ranked #35,875 out of 757,311 TipRanks' Investors
Success Rate
65%
129 out of 198
profitable transactions
Average Return
33.83%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 68.88%
6-Month Return▲ 86.83%
12-Month Return▲ 106.79%
YTD Return▲ 94.88%
Total Return▲ 227.37%

Best Trade

Opened at
Closed at-
Gain▲ 463.46%

Bio

Dividend portfolio

Performance

67.90%0-67.90%
▲ 14.08%
▲ 5.22%
▲ 5.89%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.94%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.63%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.07%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.69%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 4.45%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.96%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 67.90%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 5.89%
▲ 5.05%▲ 3.27%▲ 1.94%
▼ 12.40%▼ 4.03%▼ 4.63%
▲ 11.46%▲ 5.06%▲ 5.07%
▼ 2.25%▲ 3.53%▲ 1.69%
▲ 25.76%▲ 1.21%▲ 4.45%
▼ 4.21%▲ 2.34%▲ 2.96%
▲ 2.65%▼ 0.40%▲ 67.90%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Planet Labs PBC
0.66%
▼ 52.15%
7
Buy
Sep 04, 2024
Oxford Lane Capital
10.48%
▲ 15.62%
20
Buy
Aug 19, 2024
BlackSky Technology
0.93%
▲ 209.10%
14
Buy
Aug 09, 2024
Aberdeen Income Credit Strategies Fund of Benef Interest
0.91%
▲ 1.66%
2
Buy
Aug 09, 2024
Cornerstone Strategic Value Fund Inc
8.89%
▲ 16.40%
10
Buy
Jul 30, 2024
Arbor Realty
11.07%
▲ 113.28%
11
Buy
May 09, 2024
Guggenheim Strategic Opportunities Fund
2.17%
▲ 19.25%
2
Buy
Apr 03, 2024
Rocket Lab USA
2.49%
▲ 23.28%
8
Buy
Dec 29, 2023
Chimera Investment
▼ 43.43%
8
Close
Dec 29, 2023
AGNC Investment
3.67%
▲ 23.90%
5
Buy
Dec 29, 2023
Eagle Point Income Co
5.4%
▲ 24.33%
4
Buy
Dec 29, 2023
Eagle Point Credit Company
9.51%
▲ 22.92%
18
Buy
Dec 12, 2023
Orchid Island Capital
▼ 56.02%
8
Close
Oct 16, 2023
Geo Group
▼ 26.15%
4
Close
Aug 15, 2023
Golden Ocean Group
4.32%
▲ 72.87%
7
Buy
Jun 12, 2023
Palantir Technologies
15.36%
▲ 110.03%
7
Buy
Jun 09, 2023
Broadmark Realty Capital
▼ 24.90%
5
Close
Jun 05, 2023
Ready Capital
1.74%
▼ 11.05%
1
Open
Jun 05, 2023
AT&T
2.23%
▲ 42.51%
2
Buy
Jun 02, 2023
Maxar Technologies
▲ 413.72%
2
Close
May 25, 2023