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Individual - New Portfolio

Morgan Palomo

Individual
Individual Investor
Ranked #179,985 out of 827,514 TipRanks' Investors
Success Rate
64%
95 out of 149
profitable transactions
Average Return
14.92%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.15%
6-Month Return-
12-Month Return-
YTD Return▲ 21.70%
Total Return▲ 21.70%

Best Trade

Opened at
Closed at-
Gain▲ 148.06%

Bio

Performance

15.92%0-15.92%
▲ 0.80%
▼ 0.87%
Apr 2025
▲ 11.64%
▲ 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
▼ 1.52%
▼ 0.09%
▼ 1.81%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%
▲ 11.64%▲ 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%
▼ 1.52%▼ 0.09%▼ 1.81%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Sandstorm Gold
▲ 13.77%
3
Close
Oct 22, 2025
Ares Capital
1.97%
▲ 3.52%
1
Buy
Oct 10, 2025
Stellus Capital
1.82%
▼ 2.82%
1
Buy
Oct 10, 2025
Gladstone Capital
1.88%
▼ 5.51%
1
Buy
Oct 10, 2025
Arbor Realty
1.79%
▼ 19.57%
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
0.41%
▼ 0.26%
1
Buy
Oct 08, 2025
iShares Silver Trust
0.89%
▲ 5.85%
1
Buy
Oct 08, 2025
United States Oil Fund LP
1.39%
▼ 1.84%
1
Buy
Oct 08, 2025
Advanced Micro Devices
7.12%
▲ 37.46%
2
Buy
Oct 07, 2025
Schwab US Dividend Equity ETF
5.7%
▼ 1.90%
2
Buy
Oct 03, 2025
DeFi Technologies
0.34%
▼ 19.89%
1
Buy
Oct 03, 2025
Bitfarms
0.69%
▲ 16.61%
1
Buy
Oct 03, 2025
Lithium Americas Corp.
0.99%
▼ 41.71%
1
Buy
Oct 03, 2025
Super Micro Computer
7.78%
▼ 11.67%
1
Buy
Sep 26, 2025
Real Estate Select Sector SPDR Fund
2.51%
▲ 0.31%
2
Buy
Sep 25, 2025
RTX
0.51%
▲ 12.03%
1
Buy
Sep 24, 2025
General Dynamics
0.48%
▲ 8.22%
1
Buy
Sep 24, 2025