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Individual - New Portfolio

Morgan Palomo

Individual
Individual Investor
Ranked #128,802 out of 824,099 TipRanks' Investors
Success Rate
66%
99 out of 149
profitable transactions
Average Return
18.62%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.51%
6-Month Return-
12-Month Return-
YTD Return▲ 25.01%
Total Return▲ 25.01%

Best Trade

Opened at
Closed at-
Gain▲ 130.06%

Bio

Performance

15.92%0-15.92%
▼ 6.38%
▼ 5.57%
Mar 2025
▲ 0.80%
▼ 0.87%
Apr 2025
▲ 11.63%
▲ 6.28%
May 2025
▲ 9.25%
▲ 5.14%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 4.99%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 11.12%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 15.92%
Sep 2025
▲ 4.03%
▼ 0.27%
▲ 2.15%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%
▲ 0.80%▼ 0.87%
▲ 11.63%▲ 6.28%
▲ 9.25%▲ 5.14%
▲ 7.60%▲ 2.30%▼ 4.99%
▲ 2.76%▲ 2.05%▲ 11.12%
▲ 12.88%▲ 3.56%▲ 15.92%
▲ 4.03%▼ 0.27%▲ 2.15%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ares Capital
1.78%
▼ 0.46%
1
Buy
Oct 10, 2025
Stellus Capital
1.75%
▼ 0.58%
1
Buy
Oct 10, 2025
Gladstone Capital
1.76%
▼ 6.00%
1
Buy
Oct 10, 2025
Arbor Realty
2.13%
▲ 1.22%
1
Buy
Oct 10, 2025
Spruce Biosciences
▼ 17.91%
2
Sell
Oct 09, 2025
National Energy Services Reunited
▲ 67.21%
2
Sell
Oct 08, 2025
CCH Holdings Ltd
▼ 10.22%
2
Close
Oct 08, 2025
Tortoise Essential Energy Fund
0.39%
▼ 0.06%
1
Buy
Oct 08, 2025
iShares Silver Trust
0.86%
▲ 8.62%
1
Buy
Oct 08, 2025
United States Oil Fund LP
1.24%
▼ 6.90%
1
Buy
Oct 08, 2025
Advanced Micro Devices
6.41%
▲ 31.32%
2
Buy
Oct 07, 2025
Schwab US Dividend Equity ETF
5.38%
▼ 1.83%
2
Buy
Oct 03, 2025
DeFi Technologies
0.37%
▼ 6.69%
1
Buy
Oct 03, 2025
Bitfarms
0.91%
▲ 63.19%
1
Buy
Oct 03, 2025
Lithium Americas Corp.
1.24%
▼ 22.40%
1
Buy
Oct 03, 2025
Super Micro Computer
9.53%
▲ 14.68%
1
Buy
Sep 26, 2025
Real Estate Select Sector SPDR Fund
2.42%
▲ 2.26%
2
Buy
Sep 25, 2025
RTX
0.43%
▼ 1.16%
1
Buy
Sep 24, 2025
General Dynamics
0.43%
▲ 2.54%
1
Buy
Sep 24, 2025
Northrop Grumman
0.38%
▲ 3.56%
1
Buy
Sep 24, 2025