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MS - New Portfolio
Shareholder
MSIndividual Investor
Ranked #9,951 out of 836,051 TipRanks' Investors
Success Rate
143 out of 242
profitable transactions
profitable transactions
Average Return
172.09%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 7.25%
6-Month Return▲ 17.46%
12-Month Return▲ 52.93%
YTD Return▲ 7.71%
Total Return▲ 510.68%
Best Trade
Bio
Dividend portfolio
Performance
16.88%0-16.88%
▲ 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
▼ 3.57%
▲ 0.19%
▼ 5.72%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 4.51%
Dec 2025
▲ 1.08%
▲ 1.11%
▲ 7.71%
Jan 2026
▲ 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%
▼ 3.57%▲ 0.19%▼ 5.72%
▼ 0.10%▲ 0.08%▲ 4.51%
▲ 1.08%▲ 1.11%▲ 7.71%
Recent Activity
Euronav
―
▲ 36.74%
2
Close
Jan 08, 2026
Nano Dimension
―
▼ 86.96%
3
Close
Jan 07, 2026
BigBearai Holdings
2.61%
▲ 55.06%
11
Buy
Jan 07, 2026
Cornerstone Total Return Fund Inc
0.57%
▲ 2.56%
2
Buy
Dec 09, 2025
Nuveen Preferred & Income Opportunities Fund of Benef Interest
0.57%
▲ 5.68%
2
Buy
Nov 07, 2025
Oxford Lane Capital
3.11%
▼ 11.66%
23
Open
Nov 03, 2025
Arbor Realty
3.15%
▲ 24.58%
12
Buy
Oct 31, 2025
FS Global Credit Opportunities Fund
0.68%
▼ 4.91%
3
Buy
Oct 20, 2025
Richtech Robotics Inc. Class B
0.69%
▼ 9.66%
3
Buy
Oct 20, 2025
BlackRock Capital
3.3%
▲ 13.24%
6
Buy
Sep 02, 2025
Amprius Technologies Inc
0.65%
▲ 28.72%
3
Buy
Sep 02, 2025
Golden Ocean Group
―
▲ 21.88%
8
Close
Aug 19, 2025
OFS Credit Company
1.05%
▼ 9.30%
5
Buy
Aug 08, 2025
Planet Labs PBC
5.53%
▲ 432.33%
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
3.07%
▲ 1,099.65%
16
Buy
Nov 08, 2024
Invesco Mortgage
―
▼ 20.59%
12
Close
Oct 04, 2024
Aberdeen Income Credit Strategies Fund of Benef Interest
0.39%
▲ 5.23%
2
Buy
Aug 09, 2024
Cornerstone Strategic Value Fund Inc
5.03%
▲ 63.10%
10
Buy
Jul 30, 2024