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    Portable Alpha Stocks List

    Symbol Grade Name % Change
    MS A Morgan Stanley 0.87
    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 A iShares U.S. Broker-Dealers ETF 11.84
    BNKD F MicroSectors U.S. Big Banks Index -3X Inverse Leveraged ETNs 10.0
    BNKU A MicroSectors U.S. Big Banks Index 3X Leveraged ETNs 10.0
    KBWB A PowerShares KBW Bank Portfolio ETF 8.22
    ICAP A InfraCap Equity Income Fund ETF 6.15
    View all Portable Alpha ETFs...
    Compare ETFs
    Compare BNKD to KBWB Compare BNKU to KBWB Compare IAI to BNKU

        Portable Alpha Stocks Recent News

        Date Stock Title
        May 15 MS Morgan Stanley Real Estate Investing Sells Four Warehouses on the U.S.-Mexico Border for $178 Million
        May 15 MS Morgan Stanley to Buy Property Debt From Blackstone Venture, Sources Say
        May 14 MS Berkshire Hathaway’s Mystery Stock Purchase Could Be Revealed on Wednesday
        May 14 MS Heard on the Street: Meme-Stock Mania Was Fleeting for Brokers
        May 13 MS Healthcare Giants Pfizer, AstraZeneca, Sanofi Inject Over $2B To Boost France's Healthcare Sector
        May 13 MS Staples Seeks $1.8 Billion Loan, Floats Double-Digit Yield
        May 13 MS What investors can take away from Q1 bank earnings reports
        May 13 MS BOJ Cuts Bond Buying in Regular Operation as Yen Stays Weak
        May 12 MS 20 Largest Publicly Traded Financial Companies in the US
        May 12 MS Private equity is helping banks shed some of their risks
        May 12 MS Morgan Stanley to create 100 new jobs in Paris
        May 10 MS Morgan Stanley Direct Lending Fund (MSDL) Q1 2024 Earnings Overview
        May 10 MS Here's How Much You'd Have If You Invested $1000 in Morgan Stanley a Decade Ago
        May 9 MS Big banks complete climate analysis for Fed while Powell tries to avoid becoming climate policymaker
        May 9 MS Morgan Stanley Direct Lending Fund Announces March 31, 2024 Financial Results and Declares Second Quarter 2024 Dividend of $0.50 per Share
        May 9 MS 20 Largest Banks in the US by Customers
        May 9 MS 20 Largest Banks in the US by Asset Size in 2024
        May 9 MS UPDATE 2-ISS recommends Morgan Stanley shareholders vote against former CEO Gorman's pay proposal
        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.

        More about Portable Alpha
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