Archive - MS Active Portfolio

Side Pocket Trade 08/07

We are adding a stock from the MSMqi due to earnings…

Aug 7 •

MS Microcaps LLC

July 2025

June 2025

Portfolio Alert 06/11 + Side Pocket Trade

We are making two moves in the AP and a new side pocket trade...

Jun 11 •

MS Microcaps LLC

May 2025

Active Portfolio Price Target Review #1

Upgrades, Downgrades & Favorites

May 27 •

MS Microcaps LLC

33:14

Active Portfolio Alert 05/27

We are adding to an existing position…

May 27 •

MS Microcaps LLC

April 2025

Cliff Note Index Rebalancing

Maj goes through the first rebalancing of the MSMqi, since its launch three years ago…

Apr 28 •

MS Microcaps LLC

39:32

Active Portfolio Review - April 2025

Maj goes through the whole portfolio, ranks the stocks, talks about each investment thesis, valuation and how tariffs are impacting each story...

Apr 23 •

MS Microcaps LLC

1:16:48

March 2025

Active Portfolio Alert 03/31

Removing a stock and adding a new one

Mar 31 •

MS Microcaps LLC

Active Portfolio Alert 03/19/2025

Adding two stocks

Mar 19 •

MS Microcaps LLC

Side Pocket Alert 03/03/2025

Adding a new infoarb trade

Mar 3 •

MS Microcaps LLC

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