Shareholder

MS
Individual Investor
Ranked #25,320 out of 765,740 TipRanks' Investors
Success Rate
68%
136 out of 200
profitable transactions
Average Return
49.38%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.81%
6-Month Return▲ 108.24%
12-Month Return▲ 143.78%
YTD Return▲ 117.95%
Total Return▲ 266.16%

Best Trade

Opened at
Closed at-
Gain▲ 635.58%

Bio

Dividend portfolio

Performance

71.14%0-71.14%
▼ 12.40%
▼ 4.03%
▼ 4.63%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.07%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.69%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 4.46%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.96%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 71.14%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 1.61%
Oct 2024
▲ 4.77%
▲ 3.94%
▲ 7.98%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.63%
▲ 11.46%▲ 5.06%▲ 5.07%
▼ 2.25%▲ 3.53%▲ 1.69%
▲ 25.72%▲ 1.21%▲ 4.46%
▼ 4.21%▲ 2.34%▲ 2.96%
▲ 7.82%▲ 2.10%▲ 71.14%
▲ 6.02%▼ 0.89%▲ 1.61%
▲ 4.77%▲ 3.94%▲ 7.98%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BlackSky Technology
1.49%
▲ 286.01%
15
Buy
Oct 04, 2024
Invesco Mortgage
▼ 20.60%
12
Close
Oct 04, 2024
OFS Credit Company
0.9%
▼ 1.44%
1
Open
Oct 04, 2024
Planet Labs PBC
0.72%
▼ 40.95%
7
Buy
Sep 04, 2024
Oxford Lane Capital
9.88%
▲ 21.47%
20
Buy
Aug 19, 2024
Aberdeen Income Credit Strategies Fund of Benef Interest
0.82%
▲ 4.50%
2
Buy
Aug 09, 2024
Cornerstone Strategic Value Fund Inc
8.93%
▲ 31.53%
10
Buy
Jul 30, 2024
Arbor Realty
10.04%
▲ 114.84%
11
Buy
May 09, 2024
Guggenheim Strategic Opportunities Fund
1.99%
▲ 24.00%
2
Buy
Apr 03, 2024
Rocket Lab USA
4.14%
▲ 133.05%
8
Buy
Dec 29, 2023
Chimera Investment
▼ 43.43%
8
Close
Dec 29, 2023
AGNC Investment
3.02%
▲ 13.34%
5
Buy
Dec 29, 2023
Eagle Point Income Co
5.19%
▲ 35.47%
4
Buy
Dec 29, 2023
Eagle Point Credit Company
8.54%
▲ 24.30%
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
3.67%
▲ 69.98%
7
Buy
Jun 12, 2023
Palantir Technologies
21.45%
▲ 222.61%
7
Buy
Jun 09, 2023
Broadmark Realty Capital
▼ 24.90%
5
Close
Jun 05, 2023
Ready Capital
1.35%
▼ 20.10%
1
Open
Jun 05, 2023