All Time Record: April 2026 Active Portfolio Return

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

April marked a defining milestone for the Active Portfolio, with portfolio value crossing the $350,000 threshold for the first time since inception, reaching $355,000 at the end of the month. The month helped the Portfolio reach a return of +255.02% return since inception in 2022 and a CAGR of 37%, pushing the portfolio to a new all-time high.

The Active Portfolio is a model portfolio we launched in mid-2022 with an assumed starting capital of $100,000, consisting of our highest-conviction medium- to long-term investment ideas within the MS Microcap Quality Index (MSMqi) platform.

At the end of April, the average return across Side Pocket Trades stood at 18.81%. Side Pocket Trades are occasional, smaller, short-term opportunities we share via alerts to generate additional alpha. The Side Pocket returns are NOT included in the AP return stats.

To see the Corporate Actions related to the stocks in the AP, such as dividends, please go here. To see all the stocks in the AP, please go here.

Portfolio Moves

In April, there were no new additions to the Active Portfolio. Instead, the focus was on portfolio refinement, as we exited two existing positions to reallocate capital toward higher-conviction opportunities

See these moves below…