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Individual - New Portfolio

Morgan Palomo

Individual
Individual Investor
Ranked #67,820 out of 841,213 TipRanks' Investors
Success Rate
73%
109 out of 149
profitable transactions
Average Return
25.01%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.27%
6-Month Return-
12-Month Return-
YTD Return▲ 6.64%
Total Return▲ 32.45%

Best Trade

Opened at
Closed at-
Gain▲ 246.99%

Bio

Performance

15.92%0-15.92%
▲ 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%
▼ 0.07%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.27%
Dec 2025
▲ 1.08%
▲ 1.11%
▲ 6.64%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 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%▼ 0.07%
▼ 0.10%▲ 0.08%▲ 0.27%
▲ 1.08%▲ 1.11%▲ 6.64%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Sandstorm Gold
▲ 13.77%
3
Close
Oct 22, 2025
Ares Capital
1.98%
▲ 6.02%
1
Buy
Oct 10, 2025
Stellus Capital
1.99%
▲ 8.45%
1
Buy
Oct 10, 2025
Gladstone Capital
1.98%
▲ 1.41%
1
Buy
Oct 10, 2025
Arbor Realty
1.48%
▼ 32.26%
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
0.38%
▼ 6.02%
1
Buy
Oct 08, 2025
iShares Silver Trust
1.33%
▲ 61.14%
1
Buy
Oct 08, 2025
United States Oil Fund LP
1.34%
▼ 3.40%
1
Buy
Oct 08, 2025
Advanced Micro Devices
5.86%
▲ 15.32%
2
Buy
Oct 07, 2025
Schwab US Dividend Equity ETF
5.94%
▲ 4.14%
2
Buy
Oct 03, 2025
DeFi Technologies
0.19%
▼ 55.58%
1
Buy
Oct 03, 2025
Bitfarms
0.55%
▼ 5.86%
1
Buy
Oct 03, 2025
Lithium Americas Corp.
1.05%
▼ 36.91%
1
Buy
Oct 03, 2025
Super Micro Computer
5.68%
▼ 34.29%
1
Buy
Sep 26, 2025
Real Estate Select Sector SPDR Fund
2.42%
▼ 1.63%
2
Buy
Sep 25, 2025
RTX
0.52%
▲ 17.12%
1
Buy
Sep 24, 2025
General Dynamics
0.48%
▲ 8.83%
1
Buy
Sep 24, 2025