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MS - New Portfolio
Shareholder
MSIndividual Investor
Ranked #15,301 out of 831,094 TipRanks' Investors
Success Rate
151 out of 239
profitable transactions
profitable transactions
Average Return
119.34%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.56%
6-Month Return▲ 26.31%
12-Month Return▲ 34.70%
YTD Return▲ 33.34%
Total Return▲ 448.80%
Best Trade
Bio
Dividend portfolio
Performance
16.88%0-16.88%
▲ 11.63%
▲ 6.28%
▲ 7.97%
May 2025
▲ 9.25%
▲ 5.14%
▲ 16.88%
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%
▲ 1.85%
Oct 2025
▼ 3.44%
▲ 0.19%
▼ 5.76%
Nov 2025
▲ 0.26%
▲ 0.07%
▲ 1.18%
Dec 2025
▲ 11.63%▲ 6.28%▲ 7.97%
▲ 9.25%▲ 5.14%▲ 16.88%
▲ 7.60%▲ 2.30%▲ 0.28%
▲ 2.76%▲ 2.05%▲ 3.32%
▲ 12.88%▲ 3.56%▲ 7.91%
▲ 10.96%▲ 2.38%▲ 1.85%
▼ 3.44%▲ 0.19%▼ 5.76%
▲ 0.26%▲ 0.07%▲ 1.18%
Recent Activity
Nuveen Preferred & Income Opportunities Fund of Benef Interest
0.64%
▲ 6.66%
2
Buy
Nov 07, 2025
Cornerstone Total Return Fund Inc
0.31%
▲ 0.36%
1
Open
Nov 05, 2025
Oxford Lane Capital
3.51%
▼ 11.63%
23
Open
Nov 03, 2025
Arbor Realty
4.01%
▲ 45.37%
12
Buy
Oct 31, 2025
FS Global Credit Opportunities Fund
0.69%
▼ 12.23%
3
Buy
Oct 20, 2025
Richtech Robotics Inc. Class B
0.81%
▼ 3.00%
3
Buy
Oct 20, 2025
BlackRock Capital
3.62%
▲ 12.12%
6
Buy
Sep 02, 2025
Amprius Technologies Inc
0.88%
▲ 60.48%
3
Buy
Sep 02, 2025
Golden Ocean Group
―
▲ 21.88%
8
Close
Aug 19, 2025
Euronav
2.02%
▲ 33.73%
1
Open
Aug 19, 2025
OFS Credit Company
1.16%
▼ 12.72%
5
Buy
Aug 08, 2025
BigBearai Holdings
2.34%
▲ 64.82%
9
Buy
Jul 07, 2025
Planet Labs PBC
3.23%
▲ 184.91%
10
Buy
Jul 01, 2025
Two Harbors
―
▼ 29.54%
8
Close
Dec 20, 2024
Ready Capital
―
▼ 14.96%
2
Close
Dec 13, 2024
BlackSky Technology
2.38%
▲ 750.09%
16
Buy
Nov 08, 2024
Invesco Mortgage
―
▼ 20.60%
12
Close
Oct 04, 2024
Aberdeen Income Credit Strategies Fund of Benef Interest
0.42%
▲ 3.51%
2
Buy
Aug 09, 2024
Cornerstone Strategic Value Fund Inc
5.42%
▲ 58.61%
10
Buy
Jul 30, 2024
Guggenheim Strategic Opportunities Fund
0.93%
▲ 11.02%
2
Buy
Apr 03, 2024