tiprankstipranks

New Portfolio - New Portfolio

Robert Menaker

New Portfolio
Individual Investor
Ranked #360,137 out of 775,923 TipRanks' Investors
Success Rate
52%
14 out of 27
profitable transactions
Average Return
7.54%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.61%
6-Month Return▲ 4.14%
12-Month Return▲ 15.47%
YTD Return▲ 16.04%
Total Return▲ 3.89%

Best Trade

Opened at
Closed at
Gain▲ 129.71%

Bio

new

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 14.93%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.40%
Jun 2024
▲ 25.71%
▲ 1.21%
▼ 1.00%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.97%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.97%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 2.50%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 5.23%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 3.98%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 14.93%
▼ 2.25%▲ 3.53%▼ 0.40%
▲ 25.71%▲ 1.21%▼ 1.00%
▼ 4.22%▲ 2.34%▲ 1.97%
▲ 7.82%▲ 2.10%▲ 3.97%
▲ 5.38%▼ 0.89%▼ 2.50%
▲ 43.22%▲ 5.96%▲ 5.23%
▲ 3.34%▼ 1.56%▼ 3.98%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
25.87%
▲ 40.73%
2
Buy
Dec 01, 2024
Brookfield Renewable Partners
▼ 22.82%
3
Close
Dec 01, 2024
Brookfield Renewable
▼ 21.64%
3
Close
Dec 01, 2024
Phillips 66
▲ 129.71%
2
Close
Dec 01, 2024
Artisan Partners
5.78%
▲ 4.13%
2
Buy
Dec 01, 2024
AllianceBernstein
4.92%
▲ 8.08%
2
Buy
Dec 01, 2024
KNOT Offshore Partners
▼ 6.14%
2
Close
Dec 01, 2024
Global Partners
2.53%
▲ 17.63%
2
Buy
Dec 01, 2024
MPLX
1.89%
▲ 20.54%
2
Buy
Dec 01, 2024
Blackstone Secured Lending Fund
0%
▲ 1.03%
1
Open
Dec 01, 2024
Guggenheim Strategic Opportunities Fund
3.22%
▼ 2.78%
1
Open
Dec 01, 2024
Microsoft
13.14%
▲ 1.25%
1
Open
Dec 01, 2024
Nvidia
31.62%
▼ 2.83%
1
Open
Dec 01, 2024
Black Stone Minerals
0%
▼ 9.19%
1
Open
May 07, 2024
Johnson & Johnson
0.76%
▼ 2.52%
2
Buy
Aug 19, 2021
AT&T
3%
▲ 33.20%
1
Open
Aug 19, 2021
Qualcomm
7.27%
▲ 16.36%
2
Buy
Aug 19, 2021
Laird Superfood
▼ 61.67%
2
Close
Aug 19, 2021