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:
52.5%
Gain +1.13%
Monthly
2.13%
Yearly
28.83%
Drawdown
27.9%
$176.48M
Equity
Holdings
$176.48M
Investment
$128.84M
$48.23M
Profit +$1.46M
Realized
$586,940.23
Unrealized
$47.65M
Dividends
$4.99M
Goals
Avg. 95.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.13%
Profit
$1.46M
Win %
77%
This Week
Compared To Last Week
Gain
0.84%
Profit
$1.46M
Win %
77%
This Month
Compared to last month
Gain
5.55%
Profit
$9.28M
Win %
77%
This Year
Compared to last year
Gain
4.53%
Profit
$7.65M
Win %
76%
AMZN Amazon.com Inc
+15.32%
+$993,823.32 
GOOG Alphabet Inc
+6.88%
+$231,353.84 
GOOGL Alphabet Inc
+6.73%
+$294,132.3 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$12,429.28 
MDB MongoDB Inc.
+3.56%
+$28,918.82 
TWLO Twilio Inc.
+3.36%
+$20,749.2 
META Meta Platforms Inc Class A
+3.28%
+$138,080.73 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$196,836 
MSFT Microsoft Corp.
+3.02%
+$82,128.54 
NVDA NVIDIA Corporation
+2.93%
+$1.34M 
MRVL Marvell Technology, Inc.
+2.32%
+$3,195 
CSCO Cisco Systems, Inc.
+2.14%
+$12,691.89 
PANW Palo Alto Networks, Inc.
+1.89%
+$13,726.8 
CRM Salesforce Inc
+1.83%
+$10,535.71 
ORCL Oracle Corporation
+1.81%
+$20,217.12 
HWM Howmet Aerospace Inc.
+1.8%
+$6,225.01 
VZ Verizon Communications Inc.
+1.52%
+$9,216.2 
GE General Electric Company
+1.42%
+$7,233.14 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$2,938.2 
NBIS Nebius Group N.V.
+1.05%
+$6,664.71 
ASTS AST SpaceMobile, Inc.
+0.92%
+$6,884.46 
SCHW Charles Schwab Corporation
+0.87%
+$4,917.64 
IBM International Business Machines Corporation
+0.86%
+$7,647.56 
GEV GE Vernova Inc.
+0.85%
+$1,944.54 
TSLA Tesla, Inc.
+0.76%
+$14,124.48 
VOO Vanguard S&P 500 ETF
+0.71%
+$7,372.68 
BB BlackBerry Ltd.
+0.71%
+$724.8 
BMY Bristol-Myers Squibb Company
+0.69%
+$2,639.7 
QQQI Neos NASDAQ-100 High Income ETF
+0.68%
+$57,514.48 
PLTR Palantir Technologies Inc.
+0.65%
+$11,505.57 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.65%
+$2,535.18 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$7,512.48 
SPYI NEOS S&P 500 High Income ETF
+0.65%
+$41,379.02 
MO Altria Group, Inc.
+0.57%
+$2,004.6 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$21,380.37 
CAIE Calamos Autocallable Income ETF
+0.56%
+$9,604.05 
CAIQ Calamos Nasdaq Autocallable Income ETF
+0.51%
+$1,158.04 
CSX CSX Corporation
+0.42%
+$1,182.51 
PFE Pfizer Inc.
+0.4%
+$2,007.8 
AVGO Broadcom Inc.
+0.37%
+$34,417.44 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$879.78 
BAC Bank of America Corporation
+0.36%
+$5,248.76 
QQQH NEOS Nasdaq-100 Hedged Equity Income ETF
+0.33%
+$870.5 
JPM JPMorgan Chase & Co.
+0.27%
+$7,288.76 
T AT&T Inc.
+0.17%
+$733.76 
MS Morgan Stanley
+0.17%
+$1,722.61 
C Citigroup Inc.
+0.1%
+$646.7 
WMT Walmart Inc.
+0.09%
+$518.41 
DIS The Walt Disney Company
+0.03%
+$77.58 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AAPL Apple Inc.
-7.35%
-$716,890.95 
MU Micron Technology, Inc.
-5.9%
-$68,048.26 
CLOV Clover Health Investments, Corp.
-3.92%
-$8,776.08 
QCOM QUALCOMM Incorporated
-2.63%
-$24,953.52 
ABBV AbbVie Inc.
-2.51%
-$40,877.46 
BA Boeing Company
-2.15%
-$6,487.87 
AMD Advanced Micro Devices, Inc.
-1.9%
-$100,790.14 
IRM Iron Mountain Inc.
-1.86%
-$6,391.6 
F Ford Motor Company
-1.21%
-$3,534.84 
TJX The TJX Companies, Inc.
-1.21%
-$4,185.58 
LOW Lowe's Companies Inc.
-1.08%
-$3,162.11 
PPL PPL Corporation
-0.98%
-$4,243.4 
XOM Exxon Mobil Corporation
-0.97%
-$4,752.18 
SOFI SoFi Technologies, Inc.
-0.97%
-$2,106.24 
AMGN Amgen Inc.
-0.64%
-$12,943.17 
GS The Goldman Sachs Group, Inc.
-0.63%
-$4,218.47 
PRU Prudential Financial, Inc.
-0.56%
-$1,393.8 
LLY Eli Lilly and Company
-0.53%
-$5,124.68 
IWM iShares Russell 2000 ETF
-0.47%
-$939.63 
IWMI Neos Russell 2000 High Income ETF
-0.47%
-$15,028.2 
VGT Vanguard Information Technology ETF
-0.38%
-$1,637.44 
ARCC Ares Capital Corporation
-0.37%
-$2,115.68 
FTEC Fidelity MSCI Information Technology Index ETF
-0.35%
-$5,845.37 
RYLD Global X Russell 2000 Covered Call ETF
-0.19%
-$4,133.6 
SSB SouthState Bank Corporation (common stock), Frankfurt Exchange ticker IV1
-0.16%
-$596.2 
UBER Uber Technologies, Inc.
-0.01%
-$293.99 Events
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Dividends
Dividend Analysis
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| Trades 426 | Longs Won 303/426 71% | Profit Factor 8.42 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $893,692.8 |
| Average Win $180,657.14 | Best Trade (Aug 28) $18.7M | Sharpe Ratio -9.7 |
| Average Loss -$52,883.81 | Worst Trade (Jun 29) -$2.86M | Z-Score 11.29 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 3d | Expectancy $113,226.31 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.52% |
| Consecutive Losing Trades | 3,333 | 3,000 | 2,667 | 2,333 | 2,000 | 1,667 | 1,333 | 1,000 | 667 | 333 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 29,237 | $6.6M | $9.03M | - | $2.43M | 36.77% | -7.354% |
| ABBV AbbVie Inc. | 6,318 | $1.09M | $1.59M | - | $498,692.2 | 45.89% | -2.513% |
| AMD Advanced Micro Devices, Inc. | 10,908 | $1.49M | $5.19M | - | $3.7M | 248.43% | -1.904% |
| AMGN Amgen Inc. | 5,219 | $1.42M | $2.01M | - | $591,020.26 | 41.65% | -0.64% |
| AMZN Amazon.com Inc | 27,545 | $6.03M | $7.48M | - | $1.46M | 24.16% | +15.321% |
| ARCC Ares Capital Corporation | 30,224 | $583,079.45 | $567,002.24 | - | -$16,077.21 | -2.76% | -0.372% |
| ASTS AST SpaceMobile, Inc. | 12,749 | $947,002.54 | $751,936.02 | - | -$195,066.52 | -20.6% | +0.924% |
| AVGO Broadcom Inc. | 23,901 | $6.06M | $9.3M | - | $3.24M | 53.53% | +0.371% |
| BA Boeing Company | 1,363 | $258,985.19 | $294,598.82 | - | $35,613.63 | 13.75% | -2.155% |
| BABA Alibaba Group Holding Limited SP ADR | 2,096 | $330,670.54 | $256,236 | - | -$74,434.54 | -22.51% | +5.098% |
| BAC Bank of America Corporation | 23,858 | $1.12M | $1.48M | - | $359,969.53 | 32.2% | +0.356% |
| BB BlackBerry Ltd. | 12,080 | $45,662.4 | $102,680 | - | $57,017.6 | 124.87% | +0.711% |
| BMY Bristol-Myers Squibb Company | 5,866 | $325,730.45 | $383,108.46 | - | $57,378.01 | 17.62% | +0.694% |
| BRK-B Berkshire Hathaway Inc. | 473 | $224,012.99 | $241,958.42 | - | $17,945.43 | 8.01% | +0.365% |
| C Citigroup Inc. | 4,975 | $373,550.11 | $658,938.75 | - | $285,388.64 | 76.4% | +0.098% |
| CAIE Calamos Autocallable Income ETF | 64,027 | $1.66M | $1.72M | - | $54,888.35 | 3.3% | +0.562% |
| CAIQ Calamos Nasdaq Autocallable Income ETF | 8,908 | $239,180 | $227,777.56 | - | -$11,402.44 | -4.77% | +0.511% |
| CLOV Clover Health Investments, Corp. | 51,624 | $159,285.6 | $215,272.08 | - | $55,986.48 | 35.15% | -3.917% |
| CRM Salesforce Inc | 3,183 | $1.03M | $585,735.67 | - | -$444,709.67 | -43.16% | +1.832% |
| CRWD CrowdStrike Holdings, Inc. | 34,900 | $3.33M | $6.66M | - | $3.33M | 100.22% | +3.045% |
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Option values are updated at end of day.
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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 - $986,868.88, Neos NASDAQ-100 High Income ETF - $827,315.24, NEOS S&P 500 High Income ETF - $819,130.79, JPMorgan Nasdaq Equity Premium Income ETF - $783,375.28, and Broadcom Inc - $757,450.16. 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 - $285,393.73, Salesforce Inc - $202,510.47, 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 $4.99M earned over time. The largest contributors to dividend income include JPMorgan Nasdaq Equity Premium Income ETF - $780,662.35, Neos NASDAQ-100 High Income ETF - $769,331.01, NEOS S&P 500 High Income ETF - $750,952.57, Global X Russell 2000 Covered Call ETF - $512,906.16, 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.
