Menachem Striks Portfolio
Invests via Morton Capital Management LLC/CA | Managed by Meghan Pinchuk
Invests via Morton Capital Management LLC/CA
Managed by Meghan Pinchuk
Automatically Tracked
Menachem Striks Profile
Seasoned Israeli entrepreneur and investor with operational and board experience across technology and fintech, known for founding and scaling startups to exits and for early-stage venture activity. Menachem Striks focuses on product-led growth, go-to-market scaling, and governance in growth-stage companies, advising on fundraising and strategic partnerships. Market-facing profile emphasizes hands-on operational leadership and deal execution in Israel and international markets.
Seasoned Israeli entrepreneur and investor with operational and board experience across technology and fintech, known for founding and scaling startups to exits and for early-stage venture activity. Menachem Striks focuses on product-led growth, go-to-market scaling, and governance in growth-stage companies, advising on fundraising and strategic partnerships. Market-facing profile emphasizes hands-on operational leadership and deal execution in Israel and international markets.
Investment Philosophy & Strategy
Operates as an active, operationally minded investor prioritizing product-led technology and fintech businesses at seed through growth stages. Allocates capital to teams with clear go-to-market plans, emphasizing governance, scalable PLG motion, and rapid unit-economics improvement. Pursues concentrated, stage-focused positions where hands-on board guidance, strategic partnerships, and fundraising execution accelerate expansion; applies a disciplined risk framework, short-to-medium return horizon, and exit-oriented value creation strategy.
Operates as an active, operationally minded investor prioritizing product-led technology and fintech businesses at seed through growth stages. Allocates capital to teams with clear go-to-market plans, emphasizing governance, scalable PLG motion, and rapid unit-economics improvement. Pursues concentrated, stage-focused positions where hands-on board guidance, strategic partnerships, and fundraising execution accelerate expansion; applies a disciplined risk framework, short-to-medium return horizon, and exit-oriented value creation strategy.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
115.8%
Gain +0.45%
Monthly
1.31%
Yearly
16.94%
Drawdown
15.18%
$753.57M
Equity
Holdings
$753.57M
Investment
$542.66M
$240.7M
Profit +$1.81M
Realized
$29.79M
Unrealized
$210.91M
Dividends
$33.59M
Goals
Avg. 80% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.45%
Profit
$1.81M
Win %
81%
This Week
Compared To Last Week
Gain
-0.06%
Profit
-$429,604.31
Win %
81%
This Month
Compared to last month
Gain
1.03%
Profit
$7.66M
Win %
81%
This Year
Compared to last year
Gain
3.01%
Profit
$22.08M
Win %
80%
HONA Honeywell Aerospace Inc.
+2.73%
+$13,380 
C Citigroup Inc.
+2.69%
+$6,123.5 
GE General Electric Company
+2.67%
+$5,822.67 
GRMN Garmin Ltd.
+2.58%
+$10,686.5 
RTX RTX Corporation
+2.57%
+$22,152.13 
PM Philip Morris International Inc.
+2.33%
+$9,776.68 
GDX VanEck Gold Miners ETF
+2.27%
+$123,849.19 
JPM JPMorgan Chase & Co.
+2.25%
+$80,738.32 
TELO Telomir Pharmaceuticals Inc.
+2.15%
+$286.07 
OKE ONEOK, Inc.
+2.05%
+$14,167.62 
KMI Kinder Morgan, Inc.
+2.03%
+$24,350.97 
BAC Bank of America Corporation
+1.75%
+$6,070.74 
PG Procter & Gamble Co
+1.63%
+$57,763.44 
CMCSA Comcast Corp
+1.6%
+$3,479.35 
MDLZ Mondelez International, Inc.
+1.59%
+$4,661 
PEG Public Service Enterprise Group Incorporated
+1.49%
+$2,794.33 
NEE NextEra Energy, Inc.
+1.46%
+$6,603.3 
JNJ Johnson & Johnson
+1.43%
+$21,361.03 
BA Boeing Company
+1.42%
+$4,173.21 
CARR Carrier Global Corporation
+1.35%
+$2,106.78 
EPD Enterprise Products Partners L.P.
+1.26%
+$10,978.65 
GNR SPDR S&P Global Natural Resources ETF
+1.26%
+$8,637.12 
SCZ iShares MSCI EAFE Small-Cap ETF
+1.25%
+$7,251.92 
TXN Texas Instruments Inc
+1.21%
+$9,783.11 
HD The Home Depot, Inc.
+1.2%
+$15,247.08 
BBCA JPMorgan BetaBuilders Canada ETF
+1.13%
+$4,206.15 
GS The Goldman Sachs Group, Inc.
+1.12%
+$6,182.32 
LLY Eli Lilly and Company
+1.11%
+$12,570.46 
MRK Merck & Co., Inc.
+1.09%
+$11,898.98 
DVY iShares Select Dividend ETF
+1.06%
+$2,735.46 
DISV Dimensional International Small Cap Equity Fund
+1.03%
+$2,892.56 
XEL Xcel Energy Inc.
+1%
+$1,926.75 
BBEU JPMorgan BetaBuilders Europe Fund
+0.99%
+$3,236.68 
WMT Walmart Inc.
+0.99%
+$2,571.66 
COST Costco Wholesale Corporation
+0.98%
+$11,469.54 
INVH Invitation Homes Inc.
+0.97%
+$1,978.34 
CVX Chevron Corporation
+0.96%
+$10,082.05 
IEFA iShares Core MSCI EAFE ETF
+0.91%
+$26,439.6 
ET Energy Transfer L.P.
+0.91%
+$8,988.84 
GEV GE Vernova Inc.
+0.85%
+$1,860.45 
DIS The Walt Disney Company
+0.83%
+$4,569.51 
EFA iShares MSCI EAFE ETF
+0.82%
+$3,355.8 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.78%
+$3,865.32 
BBAX JPMorgan BetaBuilders Developed Markets ETF
+0.76%
+$1,890.81 
SCHF Schwab International Equity ETF
+0.74%
+$1,989.59 
VYM Vanguard High Dividend Yield ETF
+0.71%
+$10,144.86 
CAT Caterpillar Inc.
+0.7%
+$3,349.52 
SLV iShares Silver Trust
+0.69%
+$3,970.44 
ABBV AbbVie Inc.
+0.68%
+$19,274.53 
AAPL Apple Inc.
+0.68%
+$133,432.53 
ESS Essex Property Trust, Inc.
+0.67%
+$1,276.13 
MGV Vanguard Mega Cap Value ETF
+0.67%
+$1,573 
BBJP JPMorgan BetaBuilders Japan Fund
+0.64%
+$3,849.64 
AMGN Amgen Inc.
+0.64%
+$17,658.56 
HAP VanEck Natural Resources ETF
+0.64%
+$177,819.07 
VTV Vanguard Value ETF
+0.64%
+$2,252.25 
V Visa Inc. Class A
+0.63%
+$11,919.57 
ADI Analog Devices, Inc.
+0.58%
+$2,632.49 
TSLA Tesla, Inc.
+0.56%
+$2,441.73 
UNP Union Pacific Corporation
+0.56%
+$1,564.93 
OUNZ VanEck Merk Gold Trust
+0.55%
+$774,257 
DFUV Dimensional US Marketwide Value ETF
+0.54%
+$1,282.5 
IAU iShares Gold Trust
+0.54%
+$63,045.78 
GLD SPDR Gold Shares
+0.53%
+$5,691.63 
PYPL PayPal Holdings Inc
+0.52%
+$1,577.95 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.48%
+$431,419.1 
VIG Vanguard Dividend Appreciation ETF
+0.46%
+$26,147.52 
IVE ISHARES S&P 500 VALUE ETF
+0.46%
+$2,979.72 
BX Blackstone Inc.
+0.41%
+$1,145.25 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.41%
+$2,140.98 
IWD iShares Russell 1000 Value ETF
+0.4%
+$46,412.83 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.4%
+$8,172.36 
WM Waste Management, Inc.
+0.4%
+$3,108.77 
XOM Exxon Mobil Corporation
+0.4%
+$7,026.96 
GDV Gabelli Dividend & Income Trust
+0.39%
+$1,420.32 
ABT Abbott Laboratories
+0.37%
+$885.69 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.34%
+$715.33 
RSP Invesco S&P 500 Equal Weight ETF
+0.31%
+$2,968.02 
IJR iShares Core S&P Small-Cap ETF
+0.29%
+$886.8 
PID Invesco International Dividend Achievers ETF
+0.27%
+$14,216.47 
MA Mastercard Incorporated
+0.27%
+$1,481.7 
SBUX Starbucks Corporation
+0.26%
+$865.97 
MCD McDonald's Corporation
+0.24%
+$490.1 
GDOT Green Dot Corporation
+0.2%
+$448.65 
NTSX WisdomTree U.S. Efficient Core Fund
+0.17%
+$3,314.8 
IJH iShares Core S&P Mid-Cap ETF
+0.16%
+$1,058.29 
NVDA NVIDIA Corporation
+0.16%
+$8,316.23 
BINC iShares Flexible Income Active ETF
+0.13%
+$470.67 
DFSU Dimensional US Sustainability Core 1 ETF
+0.12%
+$475.5 
VO Vanguard Mid-Cap ETF
+0.12%
+$517.1 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.11%
+$696.41 
MLPA Global X MLP ETF
+0.11%
+$757.56 
VLO Valero Energy Corporation
+0.11%
+$618.52 
VTEB Vanguard Tax-Exempt Bond ETF
+0.09%
+$199.44 
DCOR Dimensional US Core Equity 1 ETF
+0.08%
+$10,782.38 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.07%
+$47,515.77 
FEX First Trust Large Cap Core Fund A
+0.06%
+$155.87 
CMF iShares California Muni Bond ETF
+0.06%
+$118.68 
FLXR TCW Flexible Income ETF
+0.05%
+$36,644.96 
JPST JPMorgan Ultra-Short Income ETF
+0.05%
+$14,342.4 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.03%
+$429.75 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.03%
+$101.16 
QUAL iShares MSCI USA Quality Factor ETF
+0.02%
+$108.15 
BITB Bitwise Bitcoin ETF
+0.01%
+$74.39 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$8,702.84 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
GRAL Grail, Inc.
-6.76%
-$33,461.48 
FTNT Fortinet Inc.
-4.33%
-$12,103.68 
MU Micron Technology, Inc.
-3.62%
-$20,682.61 
AMD Advanced Micro Devices, Inc.
-3.22%
-$7,392.96 
INTC Intel Corporation
-3.18%
-$18,561.78 
NTAP NetApp, Inc.
-3.17%
-$13,110.4 
NFLX Netflix, Inc.
-2.44%
-$8,638.92 
ORCL Oracle Corporation
-2.42%
-$27,644.8 
AMAT Applied Materials, Inc.
-2.09%
-$9,041.76 
AVGO Broadcom Inc.
-1.99%
-$34,471.45 
META Meta Platforms Inc Class A
-1.93%
-$38,209.06 
ANET Arista Networks, Inc.
-1.9%
-$9,189.7 
SOXX iShares Semiconductor ETF
-1.88%
-$3,757.75 
XNTK SPDR NYSE Technology ETF
-1.79%
-$5,220 
AIQ Global X Artificial Intelligence & Technology ETF
-1.69%
-$5,933.5 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
-1.5%
-$3,690.08 
QCOM QUALCOMM Incorporated
-1.47%
-$3,884.5 
MTUM iShares MSCI USA Momentum Factor ETF
-1.39%
-$2,499.64 
VGT Vanguard Information Technology ETF
-1.35%
-$4,923.6 
CSCO Cisco Systems, Inc.
-1.31%
-$37,667.52 
GOOGL Alphabet Inc
-1.08%
-$47,534.18 
QQQ Invesco QQQ Trust, Series 1
-1.04%
-$55,719 
GOOG Alphabet Inc
-0.98%
-$28,963.22 
MGK Vanguard Mega Cap Growth ETF
-0.85%
-$5,307.9 
EBAY eBay Inc.
-0.83%
-$2,538.78 
EEM iShares MSCI Emerging Markets ETF
-0.81%
-$5,008.12 
IBM International Business Machines Corporation
-0.8%
-$4,342.14 
DFAE Dimensional Emerging Core Equity Market ETF
-0.79%
-$6,708.6 
MSFT Microsoft Corp.
-0.75%
-$161,507.08 
IWF iShares Russell 1000 Growth ETF
-0.75%
-$17,742.54 
IEMG iShares Core MSCI Emerging Markets ETF
-0.71%
-$3,821.73 
VUG Vanguard Growth ETF
-0.7%
-$3,041.25 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.68%
-$2,421.58 
VWO Vanguard FTSE Emerging Markets ETF
-0.62%
-$3,931.86 
VOOG Vanguard S&P 500 Growth ETF
-0.6%
-$1,860.48 
AMZN Amazon.com Inc
-0.59%
-$30,027.66 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.55%
-$10,040.9 
LWLG Lightwave Logic Inc.
-0.48%
-$220.88 
GILD Gilead Sciences Inc.
-0.41%
-$1,223.95 
EMC Global X Emerging Markets Great Consumer ETF
-0.37%
-$2,112.66 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.14%
-$1,756.95 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.14%
-$2,695.54 
SCHX Schwab U.S. Large-Cap ETF
-0.13%
-$837.8 
VOO Vanguard S&P 500 ETF
-0.12%
-$2,230.65 
DFUS Dimensional U.S. Equity Market ETF
-0.12%
-$284.8 
SPY SPDR S&P 500 ETF Trust
-0.12%
-$11,348.87 
IWV ISHARES RUSSELL 3000 ETF
-0.1%
-$210.93 
IVV iShares Core S&P 500 ETF
-0.09%
-$1,992.24 
IWB iShares Russell 1000 ETF
-0.09%
-$1,914.82 
DFAU Dimensional US Core Equity Market ETF
-0.07%
-$5,256.82 
GAB Gabelli Equity Trust Inc.
-0.04%
-$26.66 
DE Deere & Company
-0.04%
-$152.36 
MUB iShares National Muni Bond ETF
-0.01%
-$29.55 Events
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Dividends
Dividend Analysis
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| Trades 1625 | Longs Won 1143/1625 70% | Profit Factor 20.78 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.78M |
| Average Win $221,237.76 | Best Trade (Oct 16) $67.24M | Sharpe Ratio -68.23 |
| Average Loss -$25,250.94 | Worst Trade (Dec 30) -$556,408.54 | Z-Score 16.62 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 3w 2d | Expectancy $148,125.42 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.06% |
| Consecutive Losing Trades | 29,412 | 26,471 | 23,529 | 20,588 | 17,647 | 14,706 | 11,765 | 8,824 | 5,882 | 2,941 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 57,763 | $10.13M | $19.89M | - | $9.76M | 96.39% | +0.675% |
| ABBV AbbVie Inc. | 9,961 | $1.47M | $2.84M | - | $1.37M | 93.19% | +0.683% |
| ABT Abbott Laboratories | 2,271 | $275,067.89 | $238,613.97 | - | -$36,453.92 | -13.25% | +0.373% |
| ADI Analog Devices, Inc. | 1,125 | $255,549.73 | $457,076.25 | - | $201,526.52 | 78.86% | +0.579% |
| AIQ Global X Artificial Intelligence & Technology ETF | 5,494 | $360,485 | $346,176.94 | - | -$14,308.06 | -3.97% | -1.685% |
| AMAT Applied Materials, Inc. | 1,008 | $728,756 | $424,408.32 | - | -$304,347.68 | -41.76% | -2.086% |
| AMD Advanced Micro Devices, Inc. | 408 | $237,012 | $221,996.88 | - | -$15,015.12 | -6.34% | -3.223% |
| AMGN Amgen Inc. | 6,352 | $1.56M | $2.77M | - | $1.21M | 77.8% | +0.641% |
| AMZN Amazon.com Inc | 19,886 | $2.89M | $5.04M | - | $2.15M | 74.46% | -0.593% |
| ANET Arista Networks, Inc. | 2,607 | $442,878 | $474,617.36 | - | $31,739.36 | 7.17% | -1.899% |
| AVGO Broadcom Inc. | 5,025 | $985,370.69 | $1.7M | - | $710,416.06 | 72.1% | -1.992% |
| BA Boeing Company | 1,563 | $308,060.28 | $299,158.2 | - | -$8,902.08 | -2.89% | +1.415% |
| BAC Bank of America Corporation | 6,708 | $287,136.93 | $352,874.34 | - | $65,737.41 | 22.89% | +1.75% |
| BBAX JPMorgan BetaBuilders Developed Markets ETF | 4,023 | $227,471.63 | $249,747.84 | - | $22,276.21 | 9.79% | +0.763% |
| BBCA JPMorgan BetaBuilders Canada ETF | 3,595 | $313,592.17 | $377,367.15 | - | $63,774.98 | 20.34% | +1.127% |
| BBEU JPMorgan BetaBuilders Europe Fund | 4,287 | $314,795.85 | $329,005.81 | - | $14,209.96 | 4.51% | +0.994% |
| BBJP JPMorgan BetaBuilders Japan Fund | 7,777 | $516,679.31 | $602,834.15 | - | $86,154.84 | 16.67% | +0.643% |
| BINC iShares Flexible Income Active ETF | 7,241 | $378,994 | $367,516.95 | - | -$11,477.05 | -3.03% | +0.128% |
| BITB Bitwise Bitcoin ETF | 14,879 | $650,132.32 | $664,570.53 | - | $14,438.21 | 2.22% | +0.011% |
| BX Blackstone Inc. | 2,545 | $301,894.07 | $279,059.25 | - | -$22,834.82 | -7.56% | +0.412% |
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FAQ
Which stocks have generated the highest profits for Menachem Striks?
The largest contributions to the portfolio's profits come from the following stocks: VanEck Merk Gold Trust - $18.44M, Dimensional World ex U.S. Core Equity 2 ETF - $7.24M, TCW Flexible Income ETF - $6.97M, WisdomTree Floating Rate Treasury Fund - $6.68M, and iShares Gold Trust - $2.7M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: CrossingBridge Ultra-Short Duration Fund - $511,710.66, Global X MSCI Norway ETF - $499,548.13, Skechers USA Inc - $358,514.46, Amazon.com Inc - $278,606.54, and Green Dot Corporation - $252,144.67. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Menachem Striks's portfolio generate?
The portfolio generates substantial dividend income, with a total of $33.59M earned over time. The largest contributors to dividend income include Dimensional World ex U.S. Core Equity 2 ETF - $7.58M, TCW Flexible Income ETF - $6.97M, WisdomTree Floating Rate Treasury Fund - $6.68M, Dimensional U.S. Core Equity 2 ETF - $1.88M, and Microsoft Corp - $601,517.4. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Menachem Striks's monthly returns?
Menachem Striks's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Menachem Striks's strategy be considered aggressive or moderate?
Menachem Striks's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Menachem Striks's strategy?
Menachem Striks's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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