Archive - MS Active Portfolio

June Record Setting Performance Update

The portfolio had an impressive month with a 41% average return in a single month...

Jul 14 •

MS Microcaps LLC

Portfolio Alert 07/03

Removing three stocks

Jul 3 •

MS Microcaps LLC

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

February 2025

Review of Cliff Note Index

Maj is looking at which stocks he likes the most...

Feb 27 •

MS Microcaps LLC

Active Portfolio Alert 02/27/2025

Removing a stock

Feb 27 •

MS Microcaps LLC

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