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:
113.5%
Gain -1.32%
Monthly
1.38%
Yearly
17.9%
Drawdown
15.18%
$761.16M
Equity
Holdings
$761.16M
Investment
$542.66M
$248.29M
Profit -$5.42M
Realized
$29.79M
Unrealized
$218.5M
Dividends
$31.38M
Goals
Avg. 90.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.32%
Profit
-$5.42M
Win %
82%
This Week
Compared To Last Week
Gain
2.6%
Profit
$19.25M
Win %
82%
This Month
Compared to last month
Gain
-0.71%
Profit
-$5.42M
Win %
82%
This Year
Compared to last year
Gain
4.05%
Profit
$29.67M
Win %
82%
AMZN Amazon.com Inc
+15.32%
+$717,486.68 
LWLG Lightwave Logic Inc.
+6.95%
+$4,638.48 
GOOG Alphabet Inc
+6.88%
+$196,829.93 
GOOGL Alphabet Inc
+6.73%
+$281,818.74 
ANET Arista Networks, Inc.
+5.46%
+$24,323.33 
FTNT Fortinet Inc.
+4.99%
+$11,827.2 
META Meta Platforms Inc Class A
+3.28%
+$47,506.14 
MSFT Microsoft Corp.
+3.02%
+$544,486.34 
NVDA NVIDIA Corporation
+2.93%
+$133,762.62 
NTAP NetApp, Inc.
+2.6%
+$8,714.56 
CVX Chevron Corporation
+2.35%
+$21,700.52 
CSCO Cisco Systems, Inc.
+2.14%
+$63,563.94 
OKE ONEOK, Inc.
+1.95%
+$13,253.58 
ORCL Oracle Corporation
+1.81%
+$19,588.8 
KMI Kinder Morgan, Inc.
+1.64%
+$19,041.36 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$24,875.52 
GE General Electric Company
+1.42%
+$3,515.97 
VOOG Vanguard S&P 500 Growth ETF
+1.41%
+$4,122.24 
CMCSA Comcast Corp
+1.23%
+$2,900.29 
HONA Honeywell Aerospace Inc.
+1.18%
+$7,260 
AMAT Applied Materials, Inc.
+1.18%
+$5,947.22 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$3,755.92 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$6,464.75 
VUG Vanguard Growth ETF
+1.1%
+$4,525.38 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$6,040.72 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
+0.92%
+$2,193.93 
UNP Union Pacific Corporation
+0.92%
+$2,595.25 
MLPA Global X MLP ETF
+0.87%
+$6,186.74 
IBM International Business Machines Corporation
+0.86%
+$4,434.97 
GEV GE Vernova Inc.
+0.85%
+$1,969.47 
MCD McDonald's Corporation
+0.82%
+$1,859.01 
ESS Essex Property Trust, Inc.
+0.81%
+$1,611.97 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$4,815.46 
TSLA Tesla, Inc.
+0.76%
+$2,817.82 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$16,979.42 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$3,856.14 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$65,874.6 
VOO Vanguard S&P 500 ETF
+0.71%
+$12,461.14 
NTSX WisdomTree U.S. Efficient Core Fund
+0.71%
+$13,590.68 
CAT Caterpillar Inc.
+0.7%
+$3,662.81 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$1,594.88 
IVV iShares Core S&P 500 ETF
+0.69%
+$14,167.04 
CARR Carrier Global Corporation
+0.68%
+$1,195.74 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$8,026.92 
DFSU Dimensional US Sustainability Core 1 ETF
+0.67%
+$2,488.45 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$32,767.2 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$3,979.55 
IWB iShares Russell 1000 ETF
+0.64%
+$13,000.67 
ET Energy Transfer L.P.
+0.59%
+$5,992.56 
EMC Global X Emerging Markets Great Consumer ETF
+0.59%
+$3,377 
IWV ISHARES RUSSELL 3000 ETF
+0.58%
+$1,156.56 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$42,054.6 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$11,040.49 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$9,634.04 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$3,801.54 
IWD iShares Russell 1000 Value ETF
+0.44%
+$50,017.71 
EBAY eBay Inc.
+0.43%
+$1,219.61 
RTX RTX Corporation
+0.39%
+$3,874.92 
DCOR Dimensional US Core Equity 1 ETF
+0.39%
+$49,290.88 
VLO Valero Energy Corporation
+0.38%
+$1,566.04 
AVGO Broadcom Inc.
+0.37%
+$7,236 
PG Procter & Gamble Co
+0.37%
+$11,982.24 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$253,417.44 
BAC Bank of America Corporation
+0.36%
+$1,475.76 
AIQ Global X Artificial Intelligence & Technology ETF
+0.34%
+$1,098.8 
XNTK SPDR NYSE Technology ETF
+0.33%
+$872 
MRK Merck & Co., Inc.
+0.32%
+$3,087.79 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$490.37 
JPM JPMorgan Chase & Co.
+0.27%
+$10,065.52 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$513 
JNJ Johnson & Johnson
+0.21%
+$3,131.77 
ADI Analog Devices, Inc.
+0.2%
+$832.49 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$865.22 
INVH Invitation Homes Inc.
+0.17%
+$380.45 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$260.12 
C Citigroup Inc.
+0.1%
+$240.48 
WM Waste Management, Inc.
+0.1%
+$768.46 
WMT Walmart Inc.
+0.09%
+$219.8 
ABT Abbott Laboratories
+0.09%
+$204.39 
SOXX iShares Semiconductor ETF
+0.07%
+$140.04 
GDV Gabelli Dividend & Income Trust
+0.07%
+$258.24 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.04%
+$515.7 
DIS The Walt Disney Company
+0.03%
+$149.82 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.02%
+$67.44 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$17,405.68 
FEX First Trust Large Cap Core Fund A
+0.01%
+$22.51 
GDOT Green Dot Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
AAPL Apple Inc.
-7.35%
-$1.42M 
MU Micron Technology, Inc.
-5.9%
-$31,649.15 
GRAL Grail, Inc.
-3.63%
-$9,424.74 
GDX VanEck Gold Miners ETF
-3.49%
-$167,634.13 
TELO Telomir Pharmaceuticals Inc.
-3.2%
-$506.32 
BITB Bitwise Bitcoin ETF
-2.87%
-$15,027.79 
QCOM QUALCOMM Incorporated
-2.63%
-$5,893.24 
ABBV AbbVie Inc.
-2.51%
-$64,447.67 
BA Boeing Company
-2.15%
-$7,439.86 
SLV iShares Silver Trust
-2.13%
-$12,573.06 
NFLX Netflix, Inc.
-2%
-$7,105.82 
AMD Advanced Micro Devices, Inc.
-1.9%
-$3,769.93 
OUNZ VanEck Merk Gold Trust
-1.52%
-$2.11M 
GLD SPDR Gold Shares
-1.49%
-$15,679.77 
IAU iShares Gold Trust
-1.46%
-$169,623.17 
BBAX JPMorgan BetaBuilders Developed Markets ETF
-1.35%
-$3,500.01 
GRMN Garmin Ltd.
-1.27%
-$5,466.49 
MDLZ Mondelez International, Inc.
-1.22%
-$3,588.98 
NEE NextEra Energy, Inc.
-1.15%
-$5,799.42 
DE Deere & Company
-1.13%
-$3,984.79 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$2,326.38 
TXN Texas Instruments Inc
-1.08%
-$8,767.12 
GNR SPDR S&P Global Natural Resources ETF
-1.07%
-$7,017.66 
HAP VanEck Natural Resources ETF
-1.03%
-$275,688.11 
BBJP JPMorgan BetaBuilders Japan Fund
-1.02%
-$5,988.29 
INTC Intel Corporation
-1.02%
-$5,697.18 
XOM Exxon Mobil Corporation
-0.97%
-$15,581.52 
PID Invesco International Dividend Achievers ETF
-0.9%
-$49,674.87 
GILD Gilead Sciences Inc.
-0.81%
-$2,014.79 
PYPL PayPal Holdings Inc
-0.76%
-$2,353.56 
BBCA JPMorgan BetaBuilders Canada ETF
-0.75%
-$2,768.15 
MA Mastercard Incorporated
-0.74%
-$3,816.5 
GAB Gabelli Equity Trust Inc.
-0.71%
-$484.72 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$3,364.23 
AMGN Amgen Inc.
-0.64%
-$15,753.02 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$18,928.35 
GS The Goldman Sachs Group, Inc.
-0.63%
-$3,998.15 
EFA iShares MSCI EAFE ETF
-0.62%
-$2,605.68 
PM Philip Morris International Inc.
-0.61%
-$2,475.62 
SCHF Schwab International Equity ETF
-0.58%
-$1,590.88 
SBUX Starbucks Corporation
-0.57%
-$2,032.8 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$3,277.31 
LLY Eli Lilly and Company
-0.53%
-$5,547.65 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$1,446.28 
DVY iShares Select Dividend ETF
-0.45%
-$1,179.33 
BBEU JPMorgan BetaBuilders Europe Fund
-0.43%
-$1,457.58 
HD The Home Depot, Inc.
-0.42%
-$5,743.56 
VGT Vanguard Information Technology ETF
-0.38%
-$1,283.12 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$20,777.89 
VTV Vanguard Value ETF
-0.27%
-$929.23 
BX Blackstone Inc.
-0.25%
-$814.42 
COST Costco Wholesale Corporation
-0.24%
-$2,738.24 
MGV Vanguard Mega Cap Value ETF
-0.23%
-$543.4 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$197,220.16 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$1,133.46 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$1,241.52 
EPD Enterprise Products Partners L.P.
-0.18%
-$1,707.81 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$1,663.91 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$1,071.4 
FLXR TCW Flexible Income ETF
-0.15%
-$109,934.88 
MUB iShares National Muni Bond ETF
-0.11%
-$236.4 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$705.52 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$221.6 
BINC iShares Flexible Income Active ETF
-0.08%
-$289.63 
CMF iShares California Muni Bond ETF
-0.05%
-$118.68 
VO Vanguard Mid-Cap ETF
-0.05%
-$206.84 
V Visa Inc. Class A
-0.04%
-$658.23 
XEL Xcel Energy Inc.
-0.04%
-$77.07 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$88.66 Events
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Dividends
Dividend Analysis
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| Trades 1625 | Longs Won 1156/1625 71% | Profit Factor 22.62 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.9M |
| Average Win $224,717.7 | Best Trade (Aug 24) $79.26M | Sharpe Ratio -10.98 |
| Average Loss -$24,484.4 | Worst Trade (Dec 30) -$556,408.54 | Z-Score 17.06 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m | Expectancy $152,794.14 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.11% |
| Consecutive Losing Trades | 31,250 | 28,125 | 25,000 | 21,875 | 18,750 | 15,625 | 12,500 | 9,375 | 6,250 | 3,125 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 57,763 | $10.13M | $17.84M | - | $7.72M | 76.2% | -7.354% |
| ABBV AbbVie Inc. | 9,961 | $1.47M | $2.5M | - | $1.03M | 69.91% | -2.513% |
| ABT Abbott Laboratories | 2,271 | $275,067.89 | $240,044.7 | - | -$35,023.19 | -12.73% | +0.085% |
| ADI Analog Devices, Inc. | 1,125 | $255,549.73 | $413,336.25 | - | $157,786.52 | 61.74% | +0.202% |
| AIQ Global X Artificial Intelligence & Technology ETF | 5,494 | $360,485 | $323,541.66 | - | -$36,943.34 | -10.25% | +0.341% |
| AMAT Applied Materials, Inc. | 1,008 | $728,756 | $511,731.37 | - | -$217,024.63 | -29.78% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 408 | $237,012 | $194,269.2 | - | -$42,742.8 | -18.03% | -1.904% |
| AMGN Amgen Inc. | 6,352 | $1.56M | $2.45M | - | $886,016.02 | 56.78% | -0.64% |
| AMZN Amazon.com Inc | 19,886 | $2.89M | $5.4M | - | $2.51M | 87.08% | +15.321% |
| ANET Arista Networks, Inc. | 2,607 | $442,878 | $470,172.48 | - | $27,294.48 | 6.16% | +5.456% |
| AVGO Broadcom Inc. | 5,025 | $985,370.69 | $1.96M | - | $970,761.31 | 98.52% | +0.371% |
| BA Boeing Company | 1,563 | $308,060.28 | $337,826.82 | - | $29,766.54 | 9.66% | -2.155% |
| BAC Bank of America Corporation | 6,708 | $287,136.93 | $415,560.6 | - | $128,423.67 | 44.73% | +0.356% |
| BBAX JPMorgan BetaBuilders Developed Markets ETF | 4,023 | $227,471.63 | $256,184.64 | - | $28,713.01 | 12.62% | -1.348% |
| BBCA JPMorgan BetaBuilders Canada ETF | 3,595 | $313,592.17 | $368,163.95 | - | $54,571.78 | 17.4% | -0.746% |
| BBEU JPMorgan BetaBuilders Europe Fund | 4,287 | $314,795.85 | $339,316.05 | - | $24,520.2 | 7.79% | -0.428% |
| BBJP JPMorgan BetaBuilders Japan Fund | 7,777 | $516,679.31 | $580,008.66 | - | $63,329.35 | 12.26% | -1.022% |
| BINC iShares Flexible Income Active ETF | 7,241 | $378,994 | $376,459.59 | - | -$2,534.41 | -0.67% | -0.077% |
| BITB Bitwise Bitcoin ETF | 14,879 | $650,132.32 | $507,820.27 | - | -$142,312.05 | -21.89% | -2.874% |
| BX Blackstone Inc. | 2,545 | $301,894.07 | $325,123.75 | - | $23,229.68 | 7.69% | -0.25% |
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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 - $6.7M, TCW Flexible Income ETF - $6.61M, WisdomTree Floating Rate Treasury Fund - $6.13M, 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 $31.38M earned over time. The largest contributors to dividend income include Dimensional World ex U.S. Core Equity 2 ETF - $7.04M, TCW Flexible Income ETF - $6.61M, WisdomTree Floating Rate Treasury Fund - $6.12M, Dimensional U.S. Core Equity 2 ETF - $1.72M, and Microsoft Corp - $565,138.33. 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.
