MW
Mark W MenezesExec
Level II Department of Energy · 2020-07 → 2021-01
- Chamber
- Executive branch
- Agency
- Department of Energy
- Party
- —
- State
- —
- Trades
- 38 (33 buys · 5 sells)
- Estimated volume
- $304K
- Late filings
- —
- Outperformance rank
- #132 of 143 ranked
Estimated portfolio
Their disclosed buys at today's prices, assuming nothing was sold. Trades are disclosed as ranges, so we use the midpoint.
Headlines
- Portfolio value
- $254K
- from $184K cost
- Estimated gain
- +$70K
- Up 38%
- Versus the S&P 500
- -$139K
- SPY would hold $394K
- Positions
- 12
- from 23 buys
| # | Position | Since | Cost basis | Value today | Gain | Share of portfolio |
|---|---|---|---|---|---|---|
| 1 | LLYEli Lilly & Co. | 2020-08-13 | $8K | $72K | +800% | 28% |
| 2 | AMZNAmazon.com, Inc. | 2020-12-04 | $24K | $40K | +65% | 16% |
| 3 | SHOPShopify Inc. | 2020-09-08 | $24K | $39K | +64% | 16% |
| 4 | MSMorgan Stanley | 2020-08-17 | $8K | $28K | +254% | 11% |
| 5 | ETSYEtsy, Inc. | 2020-08-06 | $32K | $24K | -25% | 9% |
| 6 | SBUXStarbucks Corp. | 2020-07-20 | $16K | $21K | +33% | 8% |
| 7 | CRMsalesforce.com, inc. | 2020-12-03 | $16K | $15K | -3% | 6% |
| 8 | ROKURoku, Inc. | 2020-08-06 | $8K | $8K | +4% | 3% |
| 9 | PYPLPayPal Holdings, Inc. | 2020-09-16 | $8K | $3K | -67% | 1% |
| 10 | FSLYFastly, Inc. | 2020-08-12 | $8K | $2K | -79% | 1% |
| 11 | BYNDBeyond Meat, Inc. | 2020-07-20 | $24K | $1K | -95% | 0% |
| 12 | TDOCTeladoc Health, Inc. | 2020-08-05 | $8K | $347 | -96% | 0% |
Trades that mattered most
These 8 buys explain 62% of their result against the S&P 500.
| # | Stock | Asset | Bought | Held | Size | Return | vs SPY | Source |
|---|---|---|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co. | 2020-08-13 | 6.2y | $1K-15K | +800% | +682% | |
| 2 | BYND | Beyond Meat, Inc. | 2020-07-20 | 6.3y | $1K-15K | -95% | -222% | |
| 3 | TDOC | Teladoc Health, Inc. | 2020-08-05 | 6.3y | $1K-15K | -96% | -217% | |
| 4 | BYND | Beyond Meat, Inc. | 2020-08-05 | 6.3y | $1K-15K | -95% | -217% | |
| 5 | BYND | Beyond Meat, Inc. | 2020-08-18 | 6.2y | $1K-15K | -95% | -212% | |
| 6 | FSLY | Fastly, Inc. | 2020-08-12 | 6.2y | $1K-15K | -79% | -197% | |
| 7 | PYPL | PayPal Holdings, Inc. | 2020-09-16 | 6.1y | $1K-15K | -67% | -184% | |
| 8 | ETSY | Etsy, Inc. | 2020-08-06 | 6.3y | $1K-15K | -31% | -151% |
Returns by stock
Each stock's return since they bought it, next to the S&P 500 over the same days.
| # | Stock | Trades | Buys / sells | Beat S&P 500 | Stock return | S&P 500 |
|---|---|---|---|---|---|---|
| 1 | LLY | 1 | 1/0 | 1 of 1 | +800% | +118% |
| 2 | BYND | 4 | 3/1 | 0 of 3 | -95% | +122% |
| 3 | ETSY | 4 | 4/0 | 0 of 4 | -25% | +114% |
| 4 | TDOC | 1 | 1/0 | 0 of 1 | -96% | +121% |
| 5 | CRM | 2 | 2/0 | 0 of 2 | -3% | +100% |
| 6 | FSLY | 1 | 1/0 | 0 of 1 | -79% | +118% |
| 7 | SBUX | 2 | 2/0 | 0 of 2 | +33% | +126% |
| 8 | PYPL | 1 | 1/0 | 0 of 1 | -67% | +117% |
| 9 | SHOP | 3 | 3/0 | 0 of 3 | +64% | +113% |
| 10 | MS | 1 | 1/0 | 1 of 1 | +254% | +118% |
| 11 | ROKU | 1 | 1/0 | 0 of 1 | +4% | +120% |
| 12 | AMZN | 3 | 3/0 | 0 of 3 | +65% | +98% |
| 13 | FB | 2 | 2/0 | — | — | — |
| 14 | SPLK | 1 | 0/1 | — | — | — |
| 15 | SWVXX | 3 | 0/3 | — | — | — |
Trades by month
Disclosed buys and sells, by the month they were made. Tap or hover for the stocks.
BuysSells
| Month | Buys | Sells |
|---|---|---|
| Jan 2021 | 3 | 1 |
| Dec 2020 | 4 | 0 |
| Nov 2020 | 1 | 1 |
| Sep 2020 | 8 | 1 |
| Aug 2020 | 13 | 2 |
| Jul 2020 | 4 | 0 |
Buys and sells per month as a CSV, by the month they were made.
All trades
38 of 38
MW
Mark W Menezes
Level II Department of Energy
Buy$1K-15K
-29.8% vs SPY
AMZNAmazon.com, Inc.
MW
Mark W Menezes
Level II Department of Energy
Buy$1K-15K
-33.4% vs SPY
AMZNAmazon.com, Inc.
MW
Mark W Menezes
Level II Department of Energy
Buy$1K-15K
-103.6% vs SPY
CRMsalesforce.com, inc.
MW
Mark W Menezes
Level II Department of Energy
Buy$1K-15K
-34.8% vs SPY
AMZNAmazon.com, Inc.
MW
Mark W Menezes
Level II Department of Energy
Buy$1K-15K
-103.8% vs SPY
CRMsalesforce.com, inc.
MW
Mark W Menezes
Level II Department of Energy
Buy$1K-15K
-40.8% vs SPY
SHOPShopify Inc.
MW
Mark W Menezes
Level II Department of Energy
Sell$1K-15K
-202.9% vs SPY
BYNDBeyond Meat, Inc.
—GlaxoSmithKline PLC Sponsored ADR
MW
Mark W Menezes
Level II Department of Energy
Buy$1K-15K
-99.2% vs SPY
SBUXStarbucks Corp.
SWVXXSchwab Value Advantage Money Fund InvestorClass Shares
MW
Mark W Menezes
Level II Department of Energy
Buy$1K-15K
-48.8% vs SPY
SHOPShopify Inc.
MW
Mark W Menezes
Level II Department of Energy
Buy$1K-15K
-134.4% vs SPY
ETSYEtsy, Inc.
MW
Mark W Menezes
Level II Department of Energy
Buy$1K-15K
-184.3% vs SPY
PYPLPayPal Holdings, Inc.
MW
Mark W Menezes
Level II Department of Energy
Buy$1K-15K
-58.4% vs SPY
SHOPShopify Inc.
MW
Mark W Menezes
Level II Department of Energy
Buy$1K-15K
-134.6% vs SPY
ETSYEtsy, Inc.
SWVXXSchwab Value Advantage Money Fund InvestorClass Shares
MW
Mark W Menezes
Level II Department of Energy
Buy$1K-15K
-137.6% vs SPY
ETSYEtsy, Inc.
MW
Mark W Menezes
Level II Department of Energy
Buy$1K-15K
-212.3% vs SPY
BYNDBeyond Meat, Inc.
MW
Mark W Menezes
Level II Department of Energy
Buy$1K-15K
+136.2% vs SPY
MSMorgan Stanley
MW
Mark W Menezes
Level II Department of Energy
Buy$1K-15K
+681.6% vs SPY
LLYEli Lilly & Co.
MW
Mark W Menezes
Level II Department of Energy
Buy$1K-15K
-197.0% vs SPY
FSLYFastly, Inc.
SWVXXSchwab Value Advantage Money Fund InvestorClass Shares
MW
Mark W Menezes
Level II Department of Energy
Buy$1K-15K
-151.1% vs SPY
ETSYEtsy, Inc.
MW
Mark W Menezes
Level II Department of Energy
Buy$1K-15K
-115.6% vs SPY
ROKURoku, Inc.
MW
Mark W Menezes
Level II Department of Energy
Buy$1K-15K
-216.9% vs SPY
BYNDBeyond Meat, Inc.
MW
Mark W Menezes
Level II Department of Energy
Buy$1K-15K
-217.1% vs SPY
TDOCTeladoc Health, Inc.
—Schwab Value Advantage Money Fund
MW
Mark W Menezes
Level II Department of Energy
Buy$1K-15K
-86.1% vs SPY
SBUXStarbucks Corp.
MW
Mark W Menezes
Level II Department of Energy
Buy$1K-15K
-222.0% vs SPY
BYNDBeyond Meat, Inc.
—Schwab Value Advantage Money Fund
| Asset | Source | |||||||
|---|---|---|---|---|---|---|---|---|
MW Mark W Menezes Level II Department of Energy | Facebook, Inc. | Buy | $1K-15K | 2021-01-15 | 2021-02-23 | — | ||
MW Mark W Menezes Level II Department of Energy | Splunk, Inc. | Sell | $1K-15K | 2021-01-15 | 2021-02-23 | — | ||
MW Mark W Menezes Level II Department of Energy | Facebook, Inc. | Buy | $1K-15K | 2021-01-14 | 2021-02-23 | — | ||
MW Mark W Menezes Level II Department of Energy | Amazon.com, Inc. | Buy | $1K-15K | 2021-01-13 | 2021-02-23 | -29.8% | ||
MW Mark W Menezes Level II Department of Energy | Amazon.com, Inc. | Buy | $1K-15K | 2020-12-09 | 2021-02-23 | -33.4% | ||
MW Mark W Menezes Level II Department of Energy | salesforce.com, inc. | Buy | $1K-15K | 2020-12-09 | 2021-02-23 | -103.6% | ||
MW Mark W Menezes Level II Department of Energy | Amazon.com, Inc. | Buy | $1K-15K | 2020-12-04 | 2021-02-23 | -34.8% | ||
MW Mark W Menezes Level II Department of Energy | salesforce.com, inc. | Buy | $1K-15K | 2020-12-03 | 2021-02-23 | -103.8% | ||
MW Mark W Menezes Level II Department of Energy | Shopify Inc. | Buy | $1K-15K | 2020-11-16 | 2021-01-13 | -40.8% | ||
MW Mark W Menezes Level II Department of Energy | Beyond Meat, Inc. | Sell | $1K-15K | 2020-11-10 | 2021-01-13 | -202.9% | ||
MW Mark W Menezes Level II Department of Energy | — | GlaxoSmithKline PLC Sponsored ADR | Buy | $1K-15K | 2020-09-29 | 2020-10-28 | — | |
MW Mark W Menezes Level II Department of Energy | — | Spotify Technology | Buy | $1K-15K | 2020-09-28 | 2020-10-28 | — | |
MW Mark W Menezes Level II Department of Energy | — | Spotify Technology | Buy | $1K-15K | 2020-09-21 | 2020-10-28 | — | |
MW Mark W Menezes Level II Department of Energy | Starbucks Corp. | Buy | $1K-15K | 2020-09-21 | 2020-10-28 | -99.2% | ||
MW Mark W Menezes Level II Department of Energy | Schwab Value Advantage Money Fund InvestorClass Shares | Sell | $1K-15K | 2020-09-17 | 2020-10-28 | — | ||
MW Mark W Menezes Level II Department of Energy | Shopify Inc. | Buy | $1K-15K | 2020-09-16 | 2020-10-28 | -48.8% | ||
MW Mark W Menezes Level II Department of Energy | Etsy, Inc. | Buy | $1K-15K | 2020-09-16 | 2020-10-28 | -134.4% | ||
MW Mark W Menezes Level II Department of Energy | PayPal Holdings, Inc. | Buy | $1K-15K | 2020-09-16 | 2020-10-28 | -184.3% | ||
MW Mark W Menezes Level II Department of Energy | Shopify Inc. | Buy | $1K-15K | 2020-09-08 | 2020-10-28 | -58.4% | ||
MW Mark W Menezes Level II Department of Energy | Etsy, Inc. | Buy | $1K-15K | 2020-08-28 | 2020-10-28 | -134.6% | ||
MW Mark W Menezes Level II Department of Energy | Schwab Value Advantage Money Fund InvestorClass Shares | Sell | $1K-15K | 2020-08-28 | 2020-10-28 | — | ||
MW Mark W Menezes Level II Department of Energy | Etsy, Inc. | Buy | $1K-15K | 2020-08-27 | 2020-10-28 | -137.6% | ||
MW Mark W Menezes Level II Department of Energy | Beyond Meat, Inc. | Buy | $1K-15K | 2020-08-18 | 2020-10-28 | -212.3% | ||
MW Mark W Menezes Level II Department of Energy | Morgan Stanley | Buy | $1K-15K | 2020-08-17 | 2020-10-28 | +136.2% | ||
MW Mark W Menezes Level II Department of Energy | Eli Lilly & Co. | Buy | $1K-15K | 2020-08-13 | 2020-10-28 | +681.6% | ||
MW Mark W Menezes Level II Department of Energy | Fastly, Inc. | Buy | $1K-15K | 2020-08-12 | 2020-10-28 | -197.0% | ||
MW Mark W Menezes Level II Department of Energy | Schwab Value Advantage Money Fund InvestorClass Shares | Sell | $1K-15K | 2020-08-07 | 2020-10-28 | — | ||
MW Mark W Menezes Level II Department of Energy | Etsy, Inc. | Buy | $1K-15K | 2020-08-06 | 2020-10-28 | -151.1% | ||
MW Mark W Menezes Level II Department of Energy | Roku, Inc. | Buy | $1K-15K | 2020-08-06 | 2020-10-28 | -115.6% | ||
MW Mark W Menezes Level II Department of Energy | — | Spotify Technology | Buy | $1K-15K | 2020-08-05 | 2020-10-28 | — | |
MW Mark W Menezes Level II Department of Energy | Beyond Meat, Inc. | Buy | $1K-15K | 2020-08-05 | 2020-10-28 | -216.9% | ||
MW Mark W Menezes Level II Department of Energy | Teladoc Health, Inc. | Buy | $1K-15K | 2020-08-05 | 2020-10-28 | -217.1% | ||
MW Mark W Menezes Level II Department of Energy | — | Spotify Technology | Buy | $1K-15K | 2020-08-03 | 2020-09-11 | — | |
MW Mark W Menezes Level II Department of Energy | — | Schwab Value Advantage Money Fund | Buy | $1K-15K | 2020-08-03 | 2020-09-11 | — | |
MW Mark W Menezes Level II Department of Energy | — | Spotify Technology | Buy | $1K-15K | 2020-07-31 | 2020-09-11 | — | |
MW Mark W Menezes Level II Department of Energy | Starbucks Corp. | Buy | $1K-15K | 2020-07-20 | 2020-09-11 | -86.1% | ||
MW Mark W Menezes Level II Department of Energy | Beyond Meat, Inc. | Buy | $1K-15K | 2020-07-20 | 2020-09-11 | -222.0% | ||
MW Mark W Menezes Level II Department of Energy | — | Schwab Value Advantage Money Fund | Buy | $1K-15K | 2020-07-20 | 2020-09-11 | — |