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New Portfolio - New Portfolio

Robert Menaker

New Portfolio
Individual Investor
Ranked #251,997 out of 793,835 TipRanks' Investors
Success Rate
59%
16 out of 27
profitable transactions
Average Return
10.84%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.03%
6-Month Return▲ 1.74%
12-Month Return▲ 16.31%
YTD Return▲ 4.20%
Total Return▲ 6.71%

Best Trade

Opened at
Closed at
Gain▲ 133.04%

Bio

new

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 1.97%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.98%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.94%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 4.98%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 4.56%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 4.99%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.35%
Feb 2025
▲ 3.73%
▼ 4.27%
▼ 3.03%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 1.97%
▲ 2.93%▲ 2.10%▲ 3.98%
▲ 10.00%▼ 0.89%▼ 2.94%
▲ 26.01%▲ 5.96%▲ 4.98%
▲ 5.33%▼ 2.41%▼ 4.56%
▲ 5.89%▲ 2.69%▲ 4.99%
▼ 12.86%▼ 1.27%▲ 2.35%
▲ 3.73%▼ 4.27%▼ 3.03%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
24.71%
▲ 21.20%
2
Buy
Dec 01, 2024
Brookfield Renewable Partners
▼ 21.76%
3
Close
Dec 01, 2024
Brookfield Renewable
▼ 20.46%
3
Close
Dec 01, 2024
Phillips 66
▲ 133.04%
2
Close
Dec 01, 2024
Artisan Partners
5.76%
▼ 4.14%
2
Buy
Dec 01, 2024
AllianceBernstein
5.65%
▲ 13.73%
2
Buy
Dec 01, 2024
KNOT Offshore Partners
▼ 8.20%
2
Close
Dec 01, 2024
Global Partners
3.18%
▲ 35.27%
2
Buy
Dec 01, 2024
MPLX
2.4%
▲ 39.68%
2
Buy
Dec 01, 2024
Blackstone Secured Lending Fund
0%
▲ 5.66%
1
Open
Dec 01, 2024
Guggenheim Strategic Opportunities Fund
3.66%
▲ 2.76%
1
Open
Dec 01, 2024
Microsoft
12.72%
▼ 11.93%
1
Open
Dec 01, 2024
Nvidia
28.71%
▼ 20.88%
1
Open
Dec 01, 2024
Black Stone Minerals
0%
▲ 1.30%
1
Open
May 07, 2024
Johnson & Johnson
0.96%
▲ 11.34%
2
Buy
Aug 19, 2021
AT&T
4.15%
▲ 69.22%
1
Open
Aug 19, 2021
Qualcomm
8.1%
▲ 16.86%
2
Buy
Aug 19, 2021
Laird Superfood
▼ 61.67%
2
Close
Aug 19, 2021