EJP
Erick J. Palacios Portfolio
Invests via Palacios Wealth Management LLC | Managed by Erick J. Palacios
Invests via Palacios Wealth Management LLC
Managed by Erick J. Palacios
Automatically Tracked
Seasoned investment executive focused on Latin America and growth-stage technology and consumer opportunities. Erick J. Palacios combines operating experience with private equity and venture investing, advising capital allocation, portfolio scaling and strategic partnerships. Background includes operational roles in fintech and consumer platforms, investment sourcing and due diligence. Market-facing profile suited for LP relations, deal origination and cross-border growth mandates.
Seasoned investment executive focused on Latin America and growth-stage technology and consumer opportunities. Erick J. Palacios combines operating experience with private equity and venture investing, advising capital allocation, portfolio scaling and strategic partnerships. Background includes operational roles in fintech and consumer platforms, investment sourcing and due diligence. Market-facing profile suited for LP relations, deal origination and cross-border growth mandates.
Investment Philosophy & Strategy
Investment approach prioritizes growth-stage technology and consumer businesses in Latin America, blending hands-on operating experience with private equity and venture capital rigor. Capital allocation favors scalable fintech and platform models with clear unit economics and cross-border expansion potential. Uses active portfolio management, strategic partnerships and staged financing to de-risk outcomes, balancing venture upside with operational value creation and exit-oriented time horizons.
Investment approach prioritizes growth-stage technology and consumer businesses in Latin America, blending hands-on operating experience with private equity and venture capital rigor. Capital allocation favors scalable fintech and platform models with clear unit economics and cross-border expansion potential. Uses active portfolio management, strategic partnerships and staged financing to de-risk outcomes, balancing venture upside with operational value creation and exit-oriented time horizons.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
53.22%
Gain -0.86%
Monthly
2%
Yearly
26.94%
Drawdown
27.9%
$177.06M
Equity
Holdings
$177.06M
Investment
$128.84M
$48.82M
Profit -$1.15M
Realized
$586,940.23
Unrealized
$48.23M
Dividends
$5.71M
Goals
Avg. 99% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.86%
Profit
-$1.15M
Win %
77%
This Week
Compared To Last Week
Gain
-3.43%
Profit
-$6.29M
Win %
77%
This Month
Compared to last month
Gain
-2.05%
Profit
-$3.7M
Win %
77%
This Year
Compared to last year
Gain
4.88%
Profit
$8.23M
Win %
76%
LLY Eli Lilly and Company
+4.78%
+$48,308.28 
LOW Lowe's Companies Inc.
+4.01%
+$10,510.18 
CRM Salesforce Inc
+3.79%
+$28,456.02 
SOFI SoFi Technologies, Inc.
+3.62%
+$6,779.46 
ASTS AST SpaceMobile, Inc.
+3.58%
+$19,250.99 
AMGN Amgen Inc.
+3.48%
+$77,339.84 
BB BlackBerry Ltd.
+3.04%
+$3,020 
BMY Bristol-Myers Squibb Company
+2.94%
+$10,206.84 
F Ford Motor Company
+2.49%
+$5,893.36 
ORCL Oracle Corporation
+2.47%
+$28,268.96 
QCOM QUALCOMM Incorporated
+2.43%
+$26,225.52 
T AT&T Inc.
+2.3%
+$9,722.34 
UBER Uber Technologies, Inc.
+2.28%
+$46,450.42 
DIS The Walt Disney Company
+2.18%
+$6,154.68 
IBM International Business Machines Corporation
+2.16%
+$19,699.68 
SSB SouthState Bank Corporation (common stock), Frankfurt Exchange ticker IV1
+2.04%
+$7,084.14 
ARCC Ares Capital Corporation
+1.94%
+$10,880.64 
WMT Walmart Inc.
+1.82%
+$10,990.08 
PFE Pfizer Inc.
+1.8%
+$10,540.95 
PRU Prudential Financial, Inc.
+1.65%
+$3,777.4 
BA Boeing Company
+1.3%
+$3,271.2 
TJX The TJX Companies, Inc.
+1.27%
+$3,945.8 
MSFT Microsoft Corp.
+1.06%
+$34,159.95 
ABBV AbbVie Inc.
+1.05%
+$18,764.4 
RYLD Global X Russell 2000 Covered Call ETF
+0.89%
+$18,600.57 
IWM iShares Russell 2000 ETF
+0.88%
+$1,622.39 
GE General Electric Company
+0.86%
+$3,789.13 
CSX CSX Corporation
+0.84%
+$2,280.55 
MDB MongoDB Inc.
+0.81%
+$7,242.14 
MO Altria Group, Inc.
+0.79%
+$2,955.5 
BAC Bank of America Corporation
+0.77%
+$9,423.91 
VZ Verizon Communications Inc.
+0.77%
+$4,476.44 
IWMI Neos Russell 2000 High Income ETF
+0.72%
+$21,424.5 
GS The Goldman Sachs Group, Inc.
+0.58%
+$3,342.89 
GOOGL Alphabet Inc
+0.56%
+$25,525.37 
GOOG Alphabet Inc
+0.5%
+$17,374.2 
C Citigroup Inc.
+0.5%
+$3,034.75 
IRM Iron Mountain Inc.
+0.45%
+$1,377.5 
CAIE Calamos Autocallable Income ETF
+0.38%
+$6,402.7 
META Meta Platforms Inc Class A
+0.29%
+$16,791.66 
HWM Howmet Aerospace Inc.
+0.24%
+$650 
BRK-B Berkshire Hathaway Inc.
+0.24%
+$591.25 
SPYI NEOS S&P 500 High Income ETF
+0.15%
+$9,736.24 
TWLO Twilio Inc.
+0.14%
+$1,197.69 
VOO Vanguard S&P 500 ETF
+0.13%
+$1,395.61 
AAPL Apple Inc.
+0.12%
+$12,571.91 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.08%
+$330.68 
AMZN Amazon.com Inc
+0.01%
+$826.35 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
CSCO Cisco Systems, Inc.
-3.85%
-$22,824.51 
MRVL Marvell Technology, Inc.
-3.23%
-$5,947.5 
SCHW Charles Schwab Corporation
-3.23%
-$16,914.52 
AMD Advanced Micro Devices, Inc.
-3.15%
-$195,907.68 
CRWD CrowdStrike Holdings, Inc.
-2.86%
-$248,836.65 
GEV GE Vernova Inc.
-2.82%
-$6,222.07 
CLOV Clover Health Investments, Corp.
-2.82%
-$6,969.24 
NBIS Nebius Group N.V.
-2.76%
-$17,301.22 
AVGO Broadcom Inc.
-2.25%
-$186,188.79 
TSLA Tesla, Inc.
-1.82%
-$40,099.44 
NVDA NVIDIA Corporation
-1.69%
-$878,184.41 
PANW Palo Alto Networks, Inc.
-1.6%
-$13,414.34 
XOM Exxon Mobil Corporation
-1.1%
-$6,025.64 
MS Morgan Stanley
-1.04%
-$9,019.73 
FTEC Fidelity MSCI Information Technology Index ETF
-0.99%
-$17,627.65 
VGT Vanguard Information Technology ETF
-0.96%
-$4,512.48 
CAIQ Calamos Nasdaq Autocallable Income ETF
-0.9%
-$2,048.84 
BABA Alibaba Group Holding Limited SP ADR
-0.84%
-$1,959.76 
PLTR Palantir Technologies Inc.
-0.66%
-$19,128.06 
QQQ Invesco QQQ Trust, Series 1
-0.49%
-$6,006.62 
QQQI Neos NASDAQ-100 High Income ETF
-0.46%
-$39,940.5 
PPL PPL Corporation
-0.36%
-$1,515.5 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.33%
-$12,633.85 
JPM JPMorgan Chase & Co.
-0.3%
-$7,909.08 
IUSG iShares Core S&P U.S. Growth ETF
-0.28%
-$637.08 
MU Micron Technology, Inc.
-0.22%
-$2,622.82 
QQQH NEOS Nasdaq-100 Hedged Equity Income ETF
-0.18%
-$486.69 Events
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Dividends
Dividend Analysis
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No Data
| Trades 426 | Longs Won 302/426 70% | Profit Factor 8.43 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $874,388.7 |
| Average Win $183,390.93 | Best Trade (Oct 14) $17.5M | Sharpe Ratio -11.64 |
| Average Loss -$52,967.17 | Worst Trade (Jun 29) -$2.86M | Z-Score 9.96 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1w 3d | Expectancy $114,591.86 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.38% |
| Consecutive Losing Trades | 3,344 | 3,010 | 2,676 | 2,341 | 2,007 | 1,672 | 1,338 | 1,003 | 669 | 334 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 29,237 | $6.6M | $10.04M | - | $3.44M | 52.04% | +0.125% |
| ABBV AbbVie Inc. | 6,318 | $1.09M | $1.81M | - | $723,044.38 | 66.53% | +1.048% |
| AMD Advanced Micro Devices, Inc. | 10,908 | $1.49M | $6.03M | - | $4.54M | 304.57% | -3.146% |
| AMGN Amgen Inc. | 5,219 | $1.42M | $2.3M | - | $882,078.15 | 62.16% | +3.478% |
| AMZN Amazon.com Inc | 27,545 | $6.03M | $7M | - | $974,389 | 16.17% | +0.012% |
| ARCC Ares Capital Corporation | 30,224 | $583,079.45 | $572,744.8 | - | -$10,334.65 | -1.77% | +1.937% |
| ASTS AST SpaceMobile, Inc. | 12,749 | $947,002.54 | $556,493.85 | - | -$390,508.69 | -41.24% | +3.583% |
| AVGO Broadcom Inc. | 23,901 | $6.06M | $8.09M | - | $2.03M | 33.49% | -2.25% |
| BA Boeing Company | 1,363 | $258,985.19 | $254,962.78 | - | -$4,022.41 | -1.55% | +1.3% |
| BABA Alibaba Group Holding Limited SP ADR | 2,096 | $330,670.54 | $231,052.56 | - | -$99,617.98 | -30.13% | -0.841% |
| BAC Bank of America Corporation | 23,858 | $1.12M | $1.24M | - | $117,452.96 | 10.51% | +0.769% |
| BB BlackBerry Ltd. | 12,080 | $45,662.4 | $102,438.4 | - | $56,776 | 124.34% | +3.038% |
| BMY Bristol-Myers Squibb Company | 5,866 | $325,730.45 | $357,943.32 | - | $32,212.87 | 9.89% | +2.935% |
| BRK-B Berkshire Hathaway Inc. | 473 | $224,012.99 | $249,554.8 | - | $25,541.81 | 11.4% | +0.237% |
| C Citigroup Inc. | 4,975 | $373,550.11 | $611,328 | - | $237,777.89 | 63.65% | +0.499% |
| CAIE Calamos Autocallable Income ETF | 64,027 | $1.66M | $1.71M | - | $43,363.49 | 2.6% | +0.376% |
| CAIQ Calamos Nasdaq Autocallable Income ETF | 8,908 | $239,180 | $225,194.24 | - | -$13,985.76 | -5.85% | -0.902% |
| CLOV Clover Health Investments, Corp. | 51,624 | $159,285.6 | $240,309.72 | - | $81,024.12 | 50.87% | -2.818% |
| CRM Salesforce Inc | 3,183 | $1.03M | $779,484.87 | - | -$250,960.47 | -24.35% | +3.789% |
| CRWD CrowdStrike Holdings, Inc. | 34,900 | $3.33M | $8.45M | - | $5.12M | 154.03% | -2.86% |
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FAQ
Which stocks have generated the highest profits for Erick J. Palacios?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $1.05M, Neos NASDAQ-100 High Income ETF - $1.03M, NEOS S&P 500 High Income ETF - $950,095.39, JPMorgan Nasdaq Equity Premium Income ETF - $827,597.01, and Broadcom Inc - $772,985.81. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Procter & Gamble Co - $2.58M, Eli Lilly and Company - $283,947.45, Salesforce Inc - $201,109.95, Pfizer Inc - $130,225.4, and Dow Inc - $72,208.15. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Erick J. Palacios's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.71M earned over time. The largest contributors to dividend income include Neos NASDAQ-100 High Income ETF - $974,737.01, NEOS S&P 500 High Income ETF - $881,917.17, JPMorgan Nasdaq Equity Premium Income ETF - $824,884.08, Global X Russell 2000 Covered Call ETF - $533,270.34, and Procter & Gamble Co - $271,872.37. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Erick J. Palacios's monthly returns?
Erick J. Palacios's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Erick J. Palacios's strategy be considered aggressive or moderate?
Erick J. Palacios's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Erick J. Palacios's strategy?
Erick J. Palacios's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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