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:
3.03%
Gain
Monthly
0.16%
Yearly
1.95%
Drawdown
39.34%
$167.45M
Equity
Holdings
$167.45M
Investment
$126.26M
$43.87M
Profit -$1.62M
Realized
$2.68M
Unrealized
$41.19M
Dividends
$4.68M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.62M
Win %
76%
This Week
Compared To Last Week
Gain
-1.55%
Profit
-$2.64M
Win %
76%
This Month
Compared to last month
Gain
0.57%
Profit
$943,643.36
Win %
76%
This Year
Compared to last year
Gain
19.37%
Profit
$27.17M
Win %
76%
ASTS AST SpaceMobile, Inc.
+4.96%
+$24,253.32 
DOW Dow Inc.
+3.81%
+$6,935.3 
GE General Electric Company
+3.2%
+$15,992.75 
PANW Palo Alto Networks, Inc.
+3.13%
+$23,788.78 
CLOV Clover Health Investments, Corp.
+2.39%
+$5,420.52 
CSCO Cisco Systems, Inc.
+2.24%
+$13,197.9 
BMY Bristol-Myers Squibb Company
+2.17%
+$8,078.77 
MU Micron Technology, Inc.
+2.12%
+$22,130.41 
MO Altria Group, Inc.
+1.93%
+$7,272.78 
T AT&T Inc.
+1.91%
+$8,990.1 
XOM Exxon Mobil Corporation
+1.91%
+$8,729.2 
CRWD CrowdStrike Holdings, Inc.
+1.82%
+$131,749.96 
HWM Howmet Aerospace Inc.
+1.61%
+$5,449.99 
BRK-B Berkshire Hathaway Inc.
+1.6%
+$4,018.28 
ORCL Oracle Corporation
+1.49%
+$16,104.25 
PRU Prudential Financial, Inc.
+1.39%
+$3,476.8 
VZ Verizon Communications Inc.
+1.34%
+$7,787.41 
F Ford Motor Company
+1.34%
+$3,763.71 
ABBV AbbVie Inc.
+1.31%
+$21,917.08 
LLY Eli Lilly and Company
+1.26%
+$12,126.14 
WMT Walmart Inc.
+0.92%
+$5,540.86 
PFE Pfizer Inc.
+0.76%
+$3,906.78 
GEV GE Vernova Inc.
+0.73%
+$1,423.08 
BA Boeing Company
+0.73%
+$2,126.28 
BAC Bank of America Corporation
+0.71%
+$10,408.68 
TWLO Twilio Inc.
+0.64%
+$4,451.51 
RYLD Global X Russell 2000 Covered Call ETF
+0.37%
+$9,701.34 
JPM JPMorgan Chase & Co.
+0.34%
+$8,934.43 
PPL PPL Corporation
+0.3%
+$1,401.73 
AMGN Amgen Inc.
+0.27%
+$5,323.76 
CSX CSX Corporation
+0.27%
+$847.66 
IRM Iron Mountain Inc.
+0.12%
+$413.25 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
YNDX Yandex NV
0%
$0 
META Meta Platforms Inc Class A
-4.51%
-$238,321.28 
UBER Uber Technologies, Inc.
-2.61%
-$57,672.68 
TSLA Tesla, Inc.
-2.58%
-$60,822.62 
SOFI SoFi Technologies, Inc.
-2.45%
-$6,012.05 
GOOGL Alphabet Inc
-2.39%
-$112,824.91 
GOOG Alphabet Inc
-2.36%
-$83,148.1 
IBM International Business Machines Corporation
-2.31%
-$20,785.81 
AMD Advanced Micro Devices, Inc.
-2.17%
-$129,754.35 
MSFT Microsoft Corp.
-2.01%
-$47,365.02 
BABA Alibaba Group Holding Limited SP ADR
-1.98%
-$5,396.32 
PLTR Palantir Technologies Inc.
-1.9%
-$33,282.6 
NVDA NVIDIA Corporation
-1.74%
-$848,531.76 
MDB MongoDB Inc.
-1.6%
-$12,990.55 
GS The Goldman Sachs Group, Inc.
-1.55%
-$11,047.44 
QCOM QUALCOMM Incorporated
-1.43%
-$14,757.12 
QYLD Global X Nasdaq 100 Covered Call ETF
-1.41%
-$5,850.98 
QQQ Invesco QQQ Trust, Series 1
-1.26%
-$15,011.33 
QQQI Neos NASDAQ-100 High Income ETF
-1.25%
-$96,832.53 
IUSG iShares Core S&P U.S. Growth ETF
-1.17%
-$2,560.6 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.15%
-$45,908.64 
DIS The Walt Disney Company
-1.11%
-$2,981.46 
FTEC Fidelity MSCI Information Technology Index ETF
-1.1%
-$16,882.09 
AVGO Broadcom Inc.
-1.07%
-$97,467.96 
MS Morgan Stanley
-1.03%
-$10,786.5 
QQQH NEOS Nasdaq-100 Hedged Equity Income ETF
-0.96%
-$2,609.01 
BB BlackBerry Ltd.
-0.76%
-$845.6 
SSB SouthState Bank Corporation (common stock), Frankfurt Exchange ticker IV1
-0.7%
-$2,542.57 
C Citigroup Inc.
-0.6%
-$3,969.43 
VOO Vanguard S&P 500 ETF
-0.6%
-$5,430.17 
SPY SPDR S&P 500 ETF Trust
-0.58%
-$2,293.34 
CAIE Calamos Autocallable Income ETF
-0.56%
-$5,657.31 
AMZN Amazon.com Inc
-0.55%
-$37,990.02 
SPYI NEOS S&P 500 High Income ETF
-0.53%
-$31,091.51 
AAPL Apple Inc.
-0.44%
-$43,272.53 
SCHW Charles Schwab Corporation
-0.43%
-$2,383.04 
LOW Lowe's Companies Inc.
-0.41%
-$1,225.84 
CRM Salesforce Inc
-0.36%
-$2,001.83 
ARCC Ares Capital Corporation
-0.23%
-$1,360.08 
IWMI Neos Russell 2000 High Income ETF
-0.15%
-$4,678.16 
TJX The TJX Companies, Inc.
-0.1%
-$377.37 
IWM iShares Russell 2000 ETF
-0.06%
-$136.8 Events
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Dividends
Dividend Analysis
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| Trades 361 | Longs Won 247/361 68% | Profit Factor 12.66 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $790,985.57 |
| Average Win $192,839.52 | Best Trade (Jul 13) $15.32M | Sharpe Ratio -9.79 |
| Average Loss -$32,994.61 | Worst Trade (Jul 13) -$522,115.04 | Z-Score 6.41 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w | Expectancy $121,523.48 |
| 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% | 0.11% |
| Consecutive Losing Trades | 5,076 | 4,569 | 4,061 | 3,553 | 3,046 | 2,538 | 2,030 | 1,523 | 1,015 | 508 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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