tiprankstipranks

Individual - New Portfolio

Morgan Palomo

Individual
Individual Investor
Ranked #216,401 out of 859,299 TipRanks' Investors
Success Rate
58%
87 out of 150
profitable transactions
Average Return
22.27%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.82%
6-Month Return▼ 0.97%
12-Month Return-
YTD Return▲ 2.45%
Total Return▲ 27.18%

Best Trade

Opened at
Closed at-
Gain▲ 232.60%

Bio

Performance

15.92%0-15.92%
▲ 12.88%
▲ 3.56%
▲ 15.92%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.28%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 0.12%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.28%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 5.43%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 0.26%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 10.75%
Mar 2026
▲ 12.62%
▲ 7.63%
▲ 8.59%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 15.92%
▲ 10.96%▲ 2.38%▲ 1.28%
▼ 3.68%▲ 0.19%▼ 0.12%
▼ 0.10%▲ 0.08%▲ 0.28%
▲ 4.06%▲ 1.47%▲ 5.43%
▼ 1.12%▼ 0.86%▲ 0.26%
▲ 0.60%▼ 4.94%▼ 10.75%
▲ 12.62%▲ 7.63%▲ 8.59%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Coeur Mining
0.45%
▲ 58.37%
3
Buy
Mar 19, 2026
New Gold
▲ 103.72%
3
Close
Mar 19, 2026
Sandstorm Gold
▲ 13.77%
3
Close
Oct 22, 2025
Ares Capital
1.81%
▼ 3.21%
1
Buy
Oct 10, 2025
Stellus Capital
1.5%
▼ 17.81%
1
Buy
Oct 10, 2025
Gladstone Capital
1.8%
▼ 6.83%
1
Buy
Oct 10, 2025
Arbor Realty
1.51%
▼ 31.13%
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
0.43%
▲ 3.62%
1
Buy
Oct 08, 2025
iShares Silver Trust
1.4%
▲ 66.07%
1
Buy
Oct 08, 2025
United States Oil Fund LP
2.4%
▲ 67.89%
1
Buy
Oct 08, 2025
Advanced Micro Devices
7.46%
▲ 45.42%
2
Buy
Oct 07, 2025
Schwab US Dividend Equity ETF
6.56%
▲ 12.32%
2
Buy
Oct 03, 2025
DeFi Technologies
0.15%
▼ 64.95%
1
Buy
Oct 03, 2025
Keel Infrastructure
0.55%
▼ 7.49%
1
Buy
Oct 03, 2025
Lithium Americas Corp.
0.86%
▼ 47.89%
1
Buy
Oct 03, 2025
Super Micro Computer
5.28%
▼ 40.02%
1
Buy
Sep 26, 2025
Real Estate Select Sector SPDR Fund
2.65%
▲ 5.59%
2
Buy
Sep 25, 2025