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New Portfolio - New Portfolio

Robert Menaker

New Portfolio
Individual Investor
Ranked #353,630 out of 795,508 TipRanks' Investors
Success Rate
37%
10 out of 27
profitable transactions
Average Return
4.34%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.87%
6-Month Return▼ 4.90%
12-Month Return▲ 12.24%
YTD Return▼ 3.18%
Total Return▼ 0.84%

Best Trade

Opened at
Closed at
Gain▲ 133.04%

Bio

new

Performance

25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 3.98%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.93%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 4.98%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 4.56%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 4.93%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.35%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.92%
Mar 2025
▼ 12.15%
▼ 4.55%
▼ 7.14%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 3.98%
▲ 10.00%▼ 0.89%▼ 2.93%
▲ 25.98%▲ 5.96%▲ 4.98%
▲ 5.34%▼ 2.41%▼ 4.56%
▲ 5.99%▲ 2.69%▲ 4.93%
▼ 12.86%▼ 1.27%▲ 2.35%
▼ 1.80%▼ 5.57%▼ 2.92%
▼ 12.15%▼ 4.55%▼ 7.14%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
23.43%
▲ 10.22%
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
5.45%
▼ 13.08%
2
Buy
Dec 01, 2024
AllianceBernstein
5.74%
▲ 10.74%
2
Buy
Dec 01, 2024
KNOT Offshore Partners
▼ 8.20%
2
Close
Dec 01, 2024
Global Partners
2.96%
▲ 20.70%
2
Buy
Dec 01, 2024
MPLX
2.24%
▲ 24.56%
2
Buy
Dec 01, 2024
Blackstone Secured Lending Fund
0%
▼ 8.86%
1
Open
Dec 01, 2024
Guggenheim Strategic Opportunities Fund
3.55%
▼ 4.44%
1
Open
Dec 01, 2024
Microsoft
13.6%
▼ 9.69%
1
Open
Dec 01, 2024
Nvidia
30.29%
▼ 19.97%
1
Open
Dec 01, 2024
Black Stone Minerals
0%
▼ 6.82%
1
Open
May 07, 2024
Johnson & Johnson
0.93%
▲ 3.20%
2
Buy
Aug 19, 2021
AT&T
4.11%
▲ 62.58%
1
Open
Aug 19, 2021
Qualcomm
7.7%
▲ 6.55%
2
Buy
Aug 19, 2021
Laird Superfood
▼ 61.67%
2
Close
Aug 19, 2021