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Individual - New Portfolio

Morgan Palomo

Individual
Individual Investor
Ranked #74,963 out of 820,360 TipRanks' Investors
Success Rate
74%
98 out of 133
profitable transactions
Average Return
16.93%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 15.86%
6-Month Return-
12-Month Return-
YTD Return▲ 20.59%
Total Return▲ 20.59%

Best Trade

Opened at
Closed at-
Gain▲ 96.77%

Bio

Performance

27.92%0-27.92%
▼ 12.86%
▼ 1.27%
Feb 2025
▼ 1.80%
▼ 5.57%
Mar 2025
▲ 1.84%
▼ 0.87%
Apr 2025
▲ 12.20%
▲ 6.28%
May 2025
▲ 6.24%
▲ 5.14%
Jun 2025
▲ 27.92%
▲ 2.30%
▼ 4.99%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 11.12%
Aug 2025
▲ 6.13%
▲ 2.88%
▲ 14.23%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%
▼ 1.80%▼ 5.57%
▲ 1.84%▼ 0.87%
▲ 12.20%▲ 6.28%
▲ 6.24%▲ 5.14%
▲ 27.92%▲ 2.30%▼ 4.99%
▲ 4.87%▲ 2.05%▲ 11.12%
▲ 6.13%▲ 2.88%▲ 14.23%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Super Micro Computer
9.38%
0.00%
1
Buy
Sep 26, 2025
Schwab US Dividend Equity ETF
5.57%
0.00%
1
Buy
Sep 26, 2025
Real Estate Select Sector SPDR Fund
2.7%
▲ 1.87%
2
Buy
Sep 25, 2025
RTX
0.49%
▲ 2.22%
1
Buy
Sep 24, 2025
General Dynamics
0.48%
▲ 2.29%
1
Buy
Sep 24, 2025
Northrop Grumman
0.42%
▲ 3.56%
1
Buy
Sep 24, 2025
Boeing
0.31%
▲ 2.08%
1
Buy
Sep 24, 2025
Kratos Defense
0.31%
▲ 4.10%
1
Buy
Sep 24, 2025
L3Harris Technologies
0.26%
▲ 2.74%
1
Buy
Sep 24, 2025
Leidos Holdings
0.25%
▼ 1.13%
1
Buy
Sep 24, 2025
AeroVironment
0.23%
▲ 1.66%
1
Buy
Sep 24, 2025
Leonardo Drs
0.21%
▲ 2.67%
1
Buy
Sep 24, 2025
Huntington Ingalls
0.21%
▲ 1.06%
1
Buy
Sep 24, 2025
Parsons
0.19%
▲ 1.41%
1
Buy
Sep 24, 2025
Karman Holdings Inc.
0.17%
▼ 0.07%
1
Buy
Sep 24, 2025
Amentum Holdings, Inc.
0.13%
▼ 0.17%
1
Buy
Sep 24, 2025
Curtiss-Wright
0.13%
▲ 1.54%
1
Buy
Sep 24, 2025
Mercury Systems
0.12%
▲ 1.95%
1
Buy
Sep 24, 2025
BWX Technologies
0.11%
▲ 1.56%
1
Buy
Sep 24, 2025
HEICO
0.1%
▲ 0.63%
1
Buy
Sep 24, 2025