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New Portfolio - New Portfolio

Robert Menaker

New Portfolio
Individual Investor
Ranked #383,429 out of 783,619 TipRanks' Investors
Success Rate
48%
13 out of 27
profitable transactions
Average Return
12.08%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.79%
6-Month Return▲ 9.16%
12-Month Return▲ 18.67%
YTD Return▲ 5.79%
Total Return▲ 8.58%

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%
▲ 3.98%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 2.59%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 5.23%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 5.06%
Dec 2024
▲ 3.19%
▲ 2.68%
▲ 5.79%
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%▲ 3.98%
▲ 9.99%▼ 0.89%▼ 2.59%
▲ 26.04%▲ 5.96%▲ 5.23%
▲ 5.93%▼ 2.41%▼ 5.06%
▲ 3.19%▲ 2.68%▲ 5.79%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
24.76%
▲ 31.38%
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
6.04%
▲ 6.20%
2
Buy
Dec 01, 2024
AllianceBernstein
5.39%
▲ 15.54%
2
Buy
Dec 01, 2024
KNOT Offshore Partners
▼ 8.20%
2
Close
Dec 01, 2024
Global Partners
3.07%
▲ 39.30%
2
Buy
Dec 01, 2024
MPLX
2.18%
▲ 36.04%
2
Buy
Dec 01, 2024
Blackstone Secured Lending Fund
0%
▲ 6.14%
1
Open
Dec 01, 2024
Guggenheim Strategic Opportunities Fund
3.29%
▼ 1.87%
1
Open
Dec 01, 2024
Microsoft
12.81%
▼ 3.76%
1
Open
Dec 01, 2024
Nvidia
30%
▼ 10.08%
1
Open
Dec 01, 2024
Black Stone Minerals
0%
▼ 4.26%
1
Open
May 07, 2024
Johnson & Johnson
0.83%
▲ 3.14%
2
Buy
Aug 19, 2021
AT&T
3.25%
▲ 44.24%
1
Open
Aug 19, 2021
Qualcomm
8.38%
▲ 30.85%
2
Buy
Aug 19, 2021
Laird Superfood
▼ 61.67%
2
Close
Aug 19, 2021