Shareholder

MS
Individual Investor
Ranked #46,388 out of 758,358 TipRanks' Investors
Success Rate
65%
129 out of 198
profitable transactions
Average Return
28.62%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 64.05%
6-Month Return▲ 84.65%
12-Month Return▲ 111.72%
YTD Return▲ 92.04%
Total Return▲ 222.61%

Best Trade

Opened at
Closed at
Gain▲ 413.72%

Bio

Dividend portfolio

Performance

65.45%0-65.45%
▲ 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
▲ 7.84%
▲ 1.66%
▲ 65.45%
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%
▲ 7.84%▲ 1.66%▲ 65.45%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Planet Labs PBC
0.69%
▼ 49.12%
7
Buy
Sep 04, 2024
Oxford Lane Capital
10.45%
▲ 16.06%
20
Buy
Aug 19, 2024
BlackSky Technology
0.7%
▲ 114.16%
14
Buy
Aug 09, 2024
Aberdeen Income Credit Strategies Fund of Benef Interest
0.89%
▲ 1.81%
2
Buy
Aug 09, 2024
Cornerstone Strategic Value Fund Inc
8.96%
▲ 17.64%
10
Buy
Jul 30, 2024
Arbor Realty
11.24%
▲ 116.12%
11
Buy
May 09, 2024
Guggenheim Strategic Opportunities Fund
2.16%
▲ 20.71%
2
Buy
Apr 03, 2024
Rocket Lab USA
3%
▲ 49.25%
8
Buy
Dec 29, 2023
Chimera Investment
▼ 43.43%
8
Close
Dec 29, 2023
AGNC Investment
3.59%
▲ 20.53%
5
Buy
Dec 29, 2023
Eagle Point Income Co
5.5%
▲ 27.95%
4
Buy
Dec 29, 2023
Eagle Point Credit Company
9.42%
▲ 22.04%
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
4.57%
▲ 87.30%
7
Buy
Jun 12, 2023
Palantir Technologies
15.37%
▲ 114.31%
7
Buy
Jun 09, 2023
Broadmark Realty Capital
▼ 24.90%
5
Close
Jun 05, 2023
Ready Capital
1.62%
▼ 15.03%
1
Open
Jun 05, 2023
AT&T
2.24%
▲ 41.40%
2
Buy
Jun 02, 2023
Maxar Technologies
▲ 413.72%
2
Close
May 25, 2023