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New Portfolio - New Portfolio

Robert Menaker

New Portfolio
Individual Investor
Ranked #264,306 out of 789,901 TipRanks' Investors
Success Rate
59%
16 out of 27
profitable transactions
Average Return
12.91%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.49%
6-Month Return▲ 9.40%
12-Month Return▲ 21.11%
YTD Return▲ 6.00%
Total Return▲ 8.80%

Best Trade

Opened at
Closed at
Gain▲ 133.04%

Bio

new

Performance

26.01%0-26.01%
▲ 8.13%
▲ 1.21%
▼ 1.00%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.97%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.98%
Sep 2024
▲ 10.01%
▼ 0.89%
▼ 2.94%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 4.98%
Nov 2024
▲ 5.96%
▼ 2.41%
▼ 4.34%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 4.47%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.35%
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%
▲ 10.01%▼ 0.89%▼ 2.94%
▲ 26.01%▲ 5.96%▲ 4.98%
▲ 5.96%▼ 2.41%▼ 4.34%
▲ 5.25%▲ 2.69%▲ 4.47%
▼ 12.86%▼ 1.27%▲ 2.35%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
25.86%
▲ 32.40%
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
5.88%
▲ 2.16%
2
Buy
Dec 01, 2024
AllianceBernstein
5.38%
▲ 12.96%
2
Buy
Dec 01, 2024
KNOT Offshore Partners
▼ 8.20%
2
Close
Dec 01, 2024
Global Partners
3.23%
▲ 43.36%
2
Buy
Dec 01, 2024
MPLX
2.31%
▲ 40.25%
2
Buy
Dec 01, 2024
Blackstone Secured Lending Fund
0%
▲ 7.52%
1
Open
Dec 01, 2024
Guggenheim Strategic Opportunities Fund
3.55%
▲ 2.81%
1
Open
Dec 01, 2024
Microsoft
12.5%
▼ 9.68%
1
Open
Dec 01, 2024
Nvidia
28.62%
▼ 17.72%
1
Open
Dec 01, 2024
Black Stone Minerals
0%
▼ 3.09%
1
Open
May 07, 2024
Johnson & Johnson
0.94%
▲ 13.77%
2
Buy
Aug 19, 2021
AT&T
3.91%
▲ 66.46%
1
Open
Aug 19, 2021
Qualcomm
7.8%
▲ 16.92%
2
Buy
Aug 19, 2021
Laird Superfood
▼ 61.67%
2
Close
Aug 19, 2021