Archive - MS Active Portfolio

Another Breakout Month, +7.73%: May 2026 Active Portfolio Hits A New All-Time High

Active Portfolio continues momentum, surpassing $380K and achieving a 40% CAGR since inception

Jun 5 • MS Microcaps LLC

May 2026

Adding A New Stock To The Active Portfolio With At Least 55% Near-Term Upside

SP Trade + Initiating Exposure to a New Co

May 30 • Diego La Torre and Maj Soueidan

Early Access to CN #144

Multibagger Factors: Backlog Visibility - Data Center Optionality - Margin Inflection - Refinancing - GARP

May 26 • Diego La Torre and Maj Soueidan

Early Access to CN #143

Multibagger Factors: Backlog Visibility - Data Center Optionality - Margin Inflection - Refinancing - GARP

May 14 • Diego La Torre and Maj Soueidan

Active Portfolio (AP) Alert

Closing a SP Trade

May 11 • Diego La Torre and Maj Soueidan

All Time Record: April 2026 Active Portfolio Return

Active Portfolio hits new highs, surpassing $350K with strong long-term returns

May 6 • MS Microcaps LLC

Early Access to CN #142 + Adding CN#142 to the AP

An actively managed weighted portfolio that selects stocks from the MSMqi. It will typically hold about 10 to 20 stocks. The holding period of a stock…

May 5 • Diego La Torre and Maj Soueidan

April 2026

Active Portfolio (AP) Alert

Closing two positions from the AP

Apr 10 • Diego La Torre and Maj Soueidan

March 2026 Active Portfolio Return

March Modest Pullback. New Position Added and One Side Pocket Trade Closed

Apr 4 • MS Microcaps LLC

Active Portfolio (AP) Alert

Early Access to Cliff Note #138

Apr 2 • Diego La Torre and Maj Soueidan

March 2026

Active Portfolio (AP) Alert

Closing $BAND Side Pocket Trade, Increased Exposure to Defense Stock + Sentiment Changes.

Mar 31 • Diego La Torre and Maj Soueidan

Active Portfolio (AP) Alert

Adding Another Stock to the AP

Mar 11 • Diego La Torre and Maj Soueidan

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