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Individual - New Portfolio

Morgan Palomo

Individual
Individual Investor
Ranked #109,335 out of 833,213 TipRanks' Investors
Success Rate
69%
102 out of 149
profitable transactions
Average Return
19.11%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.30%
6-Month Return-
12-Month Return-
YTD Return▲ 25.80%
Total Return▲ 25.80%

Best Trade

Opened at
Closed at-
Gain▲ 224.86%

Bio

Performance

15.92%0-15.92%
▲ 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
▼ 3.57%
▲ 0.19%
▼ 0.09%
Nov 2025
▼ 0.06%
▼ 0.12%
▲ 1.59%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▼ 3.57%▲ 0.19%▼ 0.09%
▼ 0.06%▼ 0.12%▲ 1.59%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Sandstorm Gold
▲ 13.77%
3
Close
Oct 22, 2025
Ares Capital
1.96%
▲ 1.73%
1
Buy
Oct 10, 2025
Stellus Capital
1.98%
▲ 4.23%
1
Buy
Oct 10, 2025
Gladstone Capital
2.03%
▲ 0.63%
1
Buy
Oct 10, 2025
Arbor Realty
1.57%
▼ 30.70%
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
0.4%
▼ 4.39%
1
Buy
Oct 08, 2025
iShares Silver Trust
1.2%
▲ 40.85%
1
Buy
Oct 08, 2025
United States Oil Fund LP
1.34%
▼ 6.83%
1
Buy
Oct 08, 2025
Advanced Micro Devices
6.33%
▲ 20.25%
2
Buy
Oct 07, 2025
Schwab US Dividend Equity ETF
5.95%
▲ 0.63%
2
Buy
Oct 03, 2025
DeFi Technologies
0.21%
▼ 50.84%
1
Buy
Oct 03, 2025
Bitfarms
0.5%
▼ 17.59%
1
Buy
Oct 03, 2025
Lithium Americas Corp.
0.94%
▼ 45.71%
1
Buy
Oct 03, 2025
Super Micro Computer
6.12%
▼ 31.63%
1
Buy
Sep 26, 2025
Real Estate Select Sector SPDR Fund
2.5%
▼ 1.90%
2
Buy
Sep 25, 2025
RTX
0.53%
▲ 13.89%
1
Buy
Sep 24, 2025
General Dynamics
0.48%
▲ 5.08%
1
Buy
Sep 24, 2025