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Individual - New Portfolio

Morgan Palomo

Individual
Individual Investor
Ranked #148,888 out of 830,412 TipRanks' Investors
Success Rate
65%
97 out of 149
profitable transactions
Average Return
17.19%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.12%
6-Month Return-
12-Month Return-
YTD Return▲ 23.79%
Total Return▲ 23.79%

Best Trade

Opened at
Closed at-
Gain▲ 177.79%

Bio

Performance

15.92%0-15.92%
▲ 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
▲ 10.96%
▲ 2.38%
▲ 1.28%
Oct 2025
▼ 3.44%
▲ 0.19%
▼ 0.12%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▲ 10.96%▲ 2.38%▲ 1.28%
▼ 3.44%▲ 0.19%▼ 0.12%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Sandstorm Gold
▲ 13.77%
3
Close
Oct 22, 2025
Ares Capital
2.01%
▲ 5.20%
1
Buy
Oct 10, 2025
Stellus Capital
1.89%
▲ 0.25%
1
Buy
Oct 10, 2025
Gladstone Capital
2.07%
▲ 3.51%
1
Buy
Oct 10, 2025
Arbor Realty
1.74%
▼ 22.52%
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
0.42%
▲ 0.62%
1
Buy
Oct 08, 2025
iShares Silver Trust
1%
▲ 18.38%
1
Buy
Oct 08, 2025
United States Oil Fund LP
1.39%
▼ 2.67%
1
Buy
Oct 08, 2025
Advanced Micro Devices
6.4%
▲ 22.56%
2
Buy
Oct 07, 2025
Schwab US Dividend Equity ETF
5.93%
▲ 1.10%
2
Buy
Oct 03, 2025
DeFi Technologies
0.3%
▼ 30.81%
1
Buy
Oct 03, 2025
Bitfarms
0.68%
▲ 13.36%
1
Buy
Oct 03, 2025
Lithium Americas Corp.
1.1%
▼ 35.66%
1
Buy
Oct 03, 2025
Super Micro Computer
6.62%
▼ 25.60%
1
Buy
Sep 26, 2025
Real Estate Select Sector SPDR Fund
2.56%
▲ 1.36%
2
Buy
Sep 25, 2025
RTX
0.5%
▲ 9.45%
1
Buy
Sep 24, 2025
General Dynamics
0.47%
▲ 5.79%
1
Buy
Sep 24, 2025