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    Portable Alpha Stocks List

    Symbol Grade Name % Change
    MS A Morgan Stanley 0.20
    View As Page of Charts
    Related Industries: Capital Markets
    Related Stock Lists: Brokerage Cash Management Services Fiduciary Services Financial Advisory Services Financial Products Hedge Funds Insurance Products Investment Advisory Services Investment Bank Investment Product Lending Products Leveraged Buyout Merchant Banking Morgan Stanley Other Lending Prime Brokerage Real Estate Funds Real Estate Investing Retirement Solutions S&P 500

    Related ETFs - A few ETFs which own one or more of the above listed Portable Alpha stocks.

    Symbol Grade Name Weight
    IAI B iShares U.S. Broker-Dealers ETF 11.12
    BNKU B MicroSectors U.S. Big Banks Index 3X Leveraged ETNs 10.0
    BNKD F MicroSectors U.S. Big Banks Index -3X Inverse Leveraged ETNs 10.0
    KBWB B PowerShares KBW Bank Portfolio ETF 8.29
    ICAP C InfraCap Equity Income Fund ETF 5.87
    View all Portable Alpha ETFs...
    Compare ETFs
    Compare BNKD to ICAP Compare BNKU to KBWB Compare IAI to BNKD

        Portable Alpha Stocks Recent News

        Date Stock Title
        Apr 18 MS Morgan Stanley Wealth Management Pulse Survey Reveals Bullish Sentiment Despite Drop in Optimism
        Apr 18 MS Goldman Selling $5 Billion of Bonds in Second Sale This Week
        Apr 18 MS Morgan Stanley: Outstanding Earnings And Positioned To Win From Improving Outlook
        Apr 18 MS Results: Morgan Stanley Exceeded Expectations And The Consensus Has Updated Its Estimates
        Apr 17 MS Bank of America CEO: The Federal Reserve is winning the war on inflation
        Apr 17 MS Morgan Stanley, HSBC said to cut Asia investment-banking jobs
        Apr 17 MS Morgan Stanley (MS) Q1 Earnings Top on Revival of IB Business
        Apr 17 MS Morgan Stanley (NYSE:MS) Q1 2024 Earnings Call Transcript
        Apr 17 MS Morgan Stanley Joins Bank Bond Bonanza with Four-Part Deal
        Apr 17 MS WRAPUP 3-Morgan Stanley, HSBC cutting Asia investment banking jobs on China deals slowdown
        Apr 17 MS Wall Street Banks Goldman and Morgan Stanley Prosper as Tables Turn
        Apr 17 MS CORRECTED-WRAPUP 2-Morgan Stanley, HSBC cutting dozens of Asia investment banking jobs on deal slowdown
        Apr 17 MS Wall Street says a Wall Street revival is finally here
        Apr 17 MS Morgan Stanley Is Planning Biggest China Job Cuts in Years
        Apr 17 MS Investor Optimism Decreases; Dow Ends 6-Session Losing Streak
        Apr 17 MS UPDATE 2-Morgan Stanley cuts dozens of investment banking jobs in Asia-Pacific, sources say
        Apr 17 MS Morgan Stanley, HSBC cutting Asia investment banking jobs on China deals slowdown
        Apr 16 MS Deposits are banking industry's 'boogeyman': Money manager
        Apr 16 MS Investment Banking Bounceback Powers Big U.S. Lenders
        Apr 16 MS Financial Stocks Fall After Earnings, Major Banks Notch 4-Day Losing Streak: Regional Banks Hit Lowest Level Since Late 2023
        Related Industries: Capital Markets
        Related Stock Lists: Brokerage Cash Management Services Fiduciary Services Financial Advisory Services Financial Products Hedge Funds Insurance Products Investment Advisory Services Investment Bank Investment Product Lending Products Leveraged Buyout Merchant Banking Morgan Stanley Other Lending Prime Brokerage Real Estate Funds Real Estate Investing Retirement Solutions S&P 500
        Portable Alpha

        Portable alpha is an investment strategy in which portfolio managers separate alpha from beta by investing in securities that are not in the market index from which their beta is derived. Alpha is the return on investment achieved over and above the market return—beta—without taking on more risk. In simple terms, portable alpha is a strategy that involves investing in areas that have little to no correlation with the market.

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