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New Portfolio - New Portfolio

Robert Menaker

New Portfolio
Individual Investor
Ranked #363,627 out of 781,107 TipRanks' Investors
Success Rate
52%
14 out of 27
profitable transactions
Average Return
9.64%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.74%
6-Month Return▲ 5.58%
12-Month Return▲ 17.05%
YTD Return▲ 3.01%
Total Return▲ 6.14%

Best Trade

Opened at
Closed at
Gain▲ 129.71%

Bio

new

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 0.40%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 1.00%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.97%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.97%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.58%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 5.23%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.69%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 3.01%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 0.40%
▲ 8.13%▲ 1.21%▼ 1.00%
▼ 13.14%▲ 2.34%▲ 1.97%
▲ 2.93%▲ 2.10%▲ 3.97%
▲ 10.00%▼ 0.89%▼ 2.58%
▲ 26.04%▲ 5.96%▲ 5.23%
▲ 5.93%▼ 2.41%▼ 4.69%
▲ 6.90%▲ 1.96%▲ 3.01%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
22.75%
▲ 27.17%
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
5.83%
▲ 2.06%
2
Buy
Dec 01, 2024
AllianceBernstein
5.28%
▲ 11.10%
2
Buy
Dec 01, 2024
KNOT Offshore Partners
▼ 6.14%
2
Close
Dec 01, 2024
Global Partners
2.83%
▲ 29.89%
2
Buy
Dec 01, 2024
MPLX
2.11%
▲ 30.40%
2
Buy
Dec 01, 2024
Blackstone Secured Lending Fund
0%
▲ 4.57%
1
Open
Dec 01, 2024
Guggenheim Strategic Opportunities Fund
3.26%
▼ 1.16%
1
Open
Dec 01, 2024
Microsoft
12.96%
▼ 0.50%
1
Open
Dec 01, 2024
Nvidia
33.22%
▼ 0.66%
1
Open
Dec 01, 2024
Black Stone Minerals
0%
▲ 1.12%
1
Open
May 07, 2024
Johnson & Johnson
0.79%
▼ 0.80%
2
Buy
Aug 19, 2021
AT&T
2.98%
▲ 33.85%
1
Open
Aug 19, 2021
Qualcomm
7.99%
▲ 25.24%
2
Buy
Aug 19, 2021
Laird Superfood
▼ 61.67%
2
Close
Aug 19, 2021