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:
9.55%
Gain
Monthly
0.2%
Yearly
2.46%
Drawdown
49.35%
$681.96M
Equity
Holdings
$681.96M
Investment
$489.42M
$220.68M
Profit -$3.68M
Realized
$28.15M
Unrealized
$192.54M
Dividends
$30.31M
Goals
Avg. 65% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$3.68M
Win %
84%
This Week
Compared To Last Week
Gain
-0.63%
Profit
-$4.34M
Win %
84%
This Month
Compared to last month
Gain
0.64%
Profit
$4.34M
Win %
84%
This Year
Compared to last year
Gain
1.49%
Profit
$9.98M
Win %
84%
ABT Abbott Laboratories
+10.99%
+$24,527.69 
WM Waste Management, Inc.
+4.24%
+$34,475.91 
UNP Union Pacific Corporation
+3.45%
+$9,472.4 
MRK Merck & Co., Inc.
+3.42%
+$29,291.92 
SBUX Starbucks Corporation
+3.34%
+$9,164.61 
PYPL PayPal Holdings Inc
+3.33%
+$8,426.75 
MDLZ Mondelez International, Inc.
+3.12%
+$7,462.74 
ABBV AbbVie Inc.
+3.1%
+$72,384.34 
AMGN Amgen Inc.
+2.92%
+$67,877.01 
PM Philip Morris International Inc.
+2.88%
+$10,758.74 
MCD McDonald's Corporation
+2.83%
+$4,898.46 
CMCSA Comcast Corp
+2.67%
+$4,982.42 
VLO Valero Energy Corporation
+2.53%
+$9,731 
IBM International Business Machines Corporation
+2.51%
+$12,451.97 
COST Costco Wholesale Corporation
+2.48%
+$21,959.92 
GRMN Garmin Ltd.
+2.4%
+$8,410 
MA Mastercard Incorporated
+2.21%
+$10,552.36 
WMT Walmart Inc.
+2.18%
+$3,981.25 
OKE ONEOK, Inc.
+1.97%
+$13,534.19 
V Visa Inc. Class A
+1.83%
+$25,492.72 
DIS The Walt Disney Company
+1.81%
+$8,743.68 
HD The Home Depot, Inc.
+1.78%
+$20,352.71 
PG Procter & Gamble Co
+1.77%
+$60,503.66 
MSFT Microsoft Corp.
+1.63%
+$249,041.34 
GILD Gilead Sciences Inc.
+1.5%
+$3,569.66 
DVY iShares Select Dividend ETF
+1.49%
+$3,882.06 
ET Energy Transfer L.P.
+1.28%
+$12,563.08 
LLY Eli Lilly and Company
+1.27%
+$21,638.05 
PFE Pfizer Inc.
+1.25%
+$2,623.76 
CVX Chevron Corporation
+1.24%
+$9,073.9 
DE Deere & Company
+1.04%
+$3,567.96 
XOM Exxon Mobil Corporation
+1.02%
+$14,842.92 
EPD Enterprise Products Partners L.P.
+0.96%
+$8,709.84 
JNJ Johnson & Johnson
+0.96%
+$13,011.3 
MLPA Global X MLP ETF
+0.92%
+$6,376.13 
AAPL Apple Inc.
+0.9%
+$169,494.64 
KMI Kinder Morgan, Inc.
+0.89%
+$10,361.75 
XEL Xcel Energy Inc.
+0.84%
+$1,721.23 
IJR iShares Core S&P Small-Cap ETF
+0.75%
+$2,400.2 
IWD iShares Russell 1000 Value ETF
+0.74%
+$86,588.28 
IVE ISHARES S&P 500 VALUE ETF
+0.7%
+$4,251.65 
RSP Invesco S&P 500 Equal Weight ETF
+0.65%
+$5,685.1 
PID Invesco International Dividend Achievers ETF
+0.63%
+$35,093.04 
VIG Vanguard Dividend Appreciation ETF
+0.54%
+$29,281.12 
BX Blackstone Inc.
+0.52%
+$1,676.39 
NFLX Netflix, Inc.
+0.47%
+$1,668.45 
AMZN Amazon.com Inc
+0.36%
+$17,815.8 
VYM Vanguard High Dividend Yield ETF
+0.35%
+$5,503.1 
QUAL iShares MSCI USA Quality Factor ETF
+0.34%
+$1,233 
GDOT Green Dot Corporation
+0.33%
+$807.57 
VTV Vanguard Value ETF
+0.32%
+$1,102.5 
IJH iShares Core S&P Mid-Cap ETF
+0.25%
+$1,646.73 
HON Honeywell International Inc.
+0.19%
+$1,270.43 
VB Vanguard Small-Cap ETF
+0.15%
+$445.5 
GOOG Alphabet Inc
+0.12%
+$3,933.09 
GOOGL Alphabet Inc
+0.11%
+$4,868.22 
GAB Gabelli Equity Trust Inc.
+0.09%
+$60.56 
BBCA JPMorgan BetaBuilders Canada ETF
+0.05%
+$201.25 
DFSU Dimensional US Sustainability Core 1 ETF
+0.02%
+$79.23 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.01%
+$48.87 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$8,389.33 
GABRT
0%
$0 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
+$0.22 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
MU Micron Technology, Inc.
-6.22%
-$36,400.22 
GS The Goldman Sachs Group, Inc.
-4.67%
-$30,830.26 
ORCL Oracle Corporation
-4.39%
-$48,614.46 
CDZI Cadiz Inc.
-4.13%
-$3,733.05 
CAT Caterpillar Inc.
-3.85%
-$24,076.8 
TXN Texas Instruments Inc
-3.66%
-$31,946.98 
AVGO Broadcom Inc.
-3.59%
-$64,969.45 
GDX VanEck Gold Miners ETF
-3.51%
-$160,993.8 
CSCO Cisco Systems, Inc.
-3.44%
-$99,676.5 
QCOM QUALCOMM Incorporated
-3.28%
-$11,584.21 
SLV iShares Silver Trust
-3.06%
-$17,629.53 
ADI Analog Devices, Inc.
-2.92%
-$12,150.87 
XNTK SPDR NYSE Technology ETF
-2.79%
-$7,952.01 
NTAP NetApp, Inc.
-2.58%
-$8,487.18 
NVDA NVIDIA Corporation
-2.53%
-$94,711.38 
EEM iShares MSCI Emerging Markets ETF
-2.18%
-$13,772.33 
EBAY eBay Inc.
-2.17%
-$7,844.9 
VGT Vanguard Information Technology ETF
-2.1%
-$7,284.54 
IEMG iShares Core MSCI Emerging Markets ETF
-2.02%
-$11,730.46 
META Meta Platforms Inc Class A
-1.87%
-$32,538 
DFAE Dimensional Emerging Core Equity Market ETF
-1.85%
-$15,909.47 
OUNZ VanEck Merk Gold Trust
-1.68%
-$2.25M 
EMC Global X Emerging Markets Great Consumer ETF
-1.68%
-$9,917.28 
GLD SPDR Gold Shares
-1.65%
-$18,488.11 
IAU iShares Gold Trust
-1.64%
-$189,556.25 
BBJP JPMorgan BetaBuilders Japan Fund
-1.59%
-$9,211.2 
TSLA Tesla, Inc.
-1.58%
-$7,203.19 
IWF iShares Russell 1000 Growth ETF
-1.53%
-$35,804.16 
RTX RTX Corporation
-1.48%
-$13,128.35 
QQQ Invesco QQQ Trust, Series 1
-1.37%
-$72,635.92 
VWO Vanguard FTSE Emerging Markets ETF
-1.19%
-$6,363.33 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.18%
-$20,675.48 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1.14%
-$1M 
SCHF Schwab International Equity ETF
-1.13%
-$2,756.83 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.1%
-$3,398.72 
VEU Vanguard FTSE All-World ex-US ETF
-1.08%
-$2,963.34 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.06%
-$4,481.25 
BITB Bitwise Bitcoin ETF
-0.99%
-$5,145.7 
MGK Vanguard Mega Cap Growth ETF
-0.99%
-$4,084.28 
VUG Vanguard Growth ETF
-0.93%
-$7,242.09 
GNR SPDR S&P Global Natural Resources ETF
-0.86%
-$5,377.2 
BA Boeing Company
-0.86%
-$2,582.47 
PEG Public Service Enterprise Group Incorporated
-0.83%
-$1,764.84 
TELO Telomir Pharmaceuticals Inc.
-0.83%
-$126.58 
EFA iShares MSCI EAFE ETF
-0.81%
-$3,336.06 
IEFA iShares Core MSCI EAFE ETF
-0.77%
-$23,479.5 
HAP VanEck Natural Resources ETF
-0.64%
-$169,209.02 
BBAX JPMorgan BetaBuilders Developed Markets ETF
-0.63%
-$1,548.4 
VT Vanguard Total World Stock ETF
-0.61%
-$2,113.92 
JPM JPMorgan Chase & Co.
-0.58%
-$21,635.89 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.47%
-$2,716.81 
DFUS Dimensional U.S. Equity Market ETF
-0.43%
-$1,005.72 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.43%
-$5,150.27 
IVV iShares Core S&P 500 ETF
-0.38%
-$9,529.43 
SPY SPDR S&P 500 ETF Trust
-0.38%
-$31,098 
VOO Vanguard S&P 500 ETF
-0.37%
-$7,047.36 
SCHX Schwab U.S. Large-Cap ETF
-0.37%
-$2,287.9 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.35%
-$7,818.69 
IWB iShares Russell 1000 ETF
-0.32%
-$6,196.3 
CMF iShares California Muni Bond ETF
-0.31%
-$648.9 
BBEU JPMorgan BetaBuilders Europe Fund
-0.3%
-$978.07 
DISV Dimensional International Small Cap Equity Fund
-0.27%
-$691.79 
NTSX WisdomTree U.S. Efficient Core Fund
-0.25%
-$4,958.7 
PLTR Palantir Technologies Inc.
-0.24%
-$494 
NEE NextEra Energy, Inc.
-0.24%
-$1,248.66 
DFAU Dimensional US Core Equity Market ETF
-0.22%
-$17,164.21 
VO Vanguard Mid-Cap ETF
-0.17%
-$1,023.84 
VTEB Vanguard Tax-Exempt Bond ETF
-0.12%
-$265.92 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.12%
-$749.98 
FLXR TCW Flexible Income ETF
-0.12%
-$81,902.65 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.1%
-$67,830.66 
GDV Gabelli Dividend & Income Trust
-0.1%
-$410.67 
DCOR Dimensional US Core Equity 1 ETF
-0.08%
-$10,818.92 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.05%
-$1,060.83 
BAC Bank of America Corporation
-0.02%
-$64.08 Events
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Dividends
Dividend Analysis
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| Trades 1484 | Longs Won 1039/1484 70% | Profit Factor 23.62 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.7M |
| Average Win $221,791.41 | Best Trade (Jul 10) $65.24M | Sharpe Ratio -72.18 |
| Average Loss -$21,924.24 | Worst Trade (Dec 30) -$556,408.54 | Z-Score 14.87 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 2w 1d | Expectancy $148,709.56 |
| 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 | 31,250 | 28,125 | 25,000 | 21,875 | 18,750 | 15,625 | 12,500 | 9,375 | 6,250 | 3,125 |
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Returns
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