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MS - New Portfolio

PerformancePortfolio Details

Shareholder

MS
Individual Investor
Ranked #7,154 out of 788,370 TipRanks' Investors
Success Rate
71%
153 out of 216
profitable transactions
Average Return
97.47%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.93%
6-Month Return▲ 139.66%
12-Month Return▲ 175.09%
YTD Return▲ 14.90%
Total Return▲ 373.30%

Best Trade

AssetBlackSky Te... (BKSY)
Opened at
Closed at-
Gain▲ 1503.85%

Bio

Dividend portfolio

Performance

71.14%0-71.14%
▲ 8.13%
▲ 1.21%
▲ 4.45%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.95%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 71.14%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 1.14%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 21.46%
Nov 2024
▲ 5.94%
▼ 2.41%
▲ 0.50%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 10.61%
Jan 2025
▼ 10.49%
▼ 0.31%
▲ 3.88%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 4.45%
▼ 13.14%▲ 2.34%▲ 2.95%
▲ 2.93%▲ 2.10%▲ 71.14%
▲ 9.99%▼ 0.89%▲ 1.14%
▲ 26.03%▲ 5.96%▲ 21.46%
▲ 5.94%▼ 2.41%▲ 0.50%
▲ 5.25%▲ 2.69%▲ 10.61%
▼ 10.49%▼ 0.31%▲ 3.88%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
PL
Planet Labs PBC
1.49%
▲ 22.04%
9
Buy
Feb 19, 2025
BCAT
BlackRock Capital
3.44%
▲ 1.99%
4
Buy
Feb 07, 2025
BBAI
BigBearai Holdings
2.71%
▲ 97.40%
7
Buy
Jan 06, 2025
OCCI
OFS Credit Company
1.4%
▲ 2.15%
3
Buy
Dec 26, 2024
TWO
Two Harbors
―
▼ 29.55%
8
Close
Dec 20, 2024
RC
Ready Capital
―
▼ 14.97%
2
Close
Dec 13, 2024
BKSY
BlackSky Technology
2.91%
▲ 702.01%
16
Buy
Nov 08, 2024
IVR
Invesco Mortgage
―
▼ 20.60%
12
Close
Oct 04, 2024
OXLC
Oxford Lane Capital
7.3%
▲ 22.22%
20
Buy
Aug 19, 2024
ACP
Aberdeen Income Credit Strategies Fund of Benef Interest
0.61%
▲ 3.84%
2
Buy
Aug 09, 2024
CLM
Cornerstone Strategic Value Fund Inc
7.51%
▲ 47.43%
10
Buy
Jul 30, 2024
ABR
Arbor Realty
6.28%
▲ 75.27%
11
Buy
May 09, 2024
GOF
Guggenheim Strategic Opportunities Fund
1.56%
▲ 28.47%
2
Buy
Apr 03, 2024
RKLB
Rocket Lab USA
5.87%
▲ 307.75%
8
Buy
Dec 29, 2023
CIM
Chimera Investment
―
▼ 43.43%
8
Close
Dec 29, 2023
AGNC
AGNC Investment
2.63%
▲ 30.27%
5
Buy
Dec 29, 2023
EIC
Eagle Point Income Co
3.97%
▲ 36.49%
4
Buy
Dec 29, 2023
ECC
Eagle Point Credit Company
6.13%
▲ 19.61%
18
Buy
Dec 12, 2023
ORC
Orchid Island Capital
―
▼ 56.02%
8
Close
Oct 16, 2023
GEO
Geo Group
―
▼ 26.15%
4
Close
Aug 15, 2023