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New Portfolio - New Portfolio

Robert Menaker

New Portfolio
Individual Investor
Ranked #259,118 out of 788,370 TipRanks' Investors
Success Rate
63%
17 out of 27
profitable transactions
Average Return
13.57%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.02%
6-Month Return▲ 10.61%
12-Month Return▲ 23.02%
YTD Return▲ 7.31%
Total Return▲ 10.77%

Best Trade

Opened at
Closed at
Gain▲ 129.71%

Bio

new

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▼ 1.00%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.97%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.98%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 2.59%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 5.23%
Nov 2024
▲ 5.94%
▼ 2.41%
▼ 4.51%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 4.47%
Jan 2025
▼ 10.49%
▼ 0.31%
▲ 2.72%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▼ 1.00%
▼ 13.14%▲ 2.34%▲ 1.97%
▲ 2.93%▲ 2.10%▲ 3.98%
▲ 9.99%▼ 0.89%▼ 2.59%
▲ 26.03%▲ 5.96%▲ 5.23%
▲ 5.94%▼ 2.41%▼ 4.51%
▲ 5.25%▲ 2.69%▲ 4.47%
▼ 10.49%▼ 0.31%▲ 2.72%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
25%
▲ 36.58%
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
5.58%
▲ 3.43%
2
Buy
Dec 01, 2024
AllianceBernstein
4.72%
▲ 5.91%
2
Buy
Dec 01, 2024
KNOT Offshore Partners
▼ 8.20%
2
Close
Dec 01, 2024
Global Partners
3.08%
▲ 45.79%
2
Buy
Dec 01, 2024
MPLX
2.13%
▲ 37.98%
2
Buy
Dec 01, 2024
Blackstone Secured Lending Fund
0%
▲ 9.92%
1
Open
Dec 01, 2024
Guggenheim Strategic Opportunities Fund
3.32%
▲ 2.48%
1
Open
Dec 01, 2024
Microsoft
12.31%
▼ 5.09%
1
Open
Dec 01, 2024
Nvidia
31.6%
▼ 3.02%
1
Open
Dec 01, 2024
Black Stone Minerals
0%
▼ 0.63%
1
Open
May 07, 2024
Johnson & Johnson
0.86%
▲ 10.38%
2
Buy
Aug 19, 2021
AT&T
3.52%
▲ 59.85%
1
Open
Aug 19, 2021
Qualcomm
7.87%
▲ 25.90%
2
Buy
Aug 19, 2021
Laird Superfood
▼ 61.67%
2
Close
Aug 19, 2021