tiprankstipranks

Brokerage - New Portfolio

DAVID SHAW

Brokerage
Individual Investor
Ranked #414,736 out of 733,238 TipRanks' Investors
Success Rate
41%
1684 out of 4116
profitable transactions
Average Return
-6.25%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.50%
6-Month Return▲ 175.55%
12-Month Return▲ 185.46%
YTD Return▲ 141.94%
Total Return▲ 201.68%

Best Trade

Opened at
Closed at
Gain▲ 330.17%

Bio

Ira

Performance

114.74%0-114.74%
▼ 6.45%
▼ 2.17%
▼ 6.84%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 14.66%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 5.97%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.63%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 8.79%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 114.74%
Mar 2024
▼ 12.40%
▼ 4.03%
▲ 1.13%
Apr 2024
▲ 6.09%
▲ 3.03%
▲ 4.09%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 6.84%
▲ 9.22%▲ 9.13%▲ 14.66%
▲ 5.14%▲ 4.57%▲ 5.97%
▼ 1.87%▲ 1.59%▼ 1.63%
▲ 14.08%▲ 5.22%▲ 8.79%
▲ 5.05%▲ 3.27%▲ 114.74%
▼ 12.40%▼ 4.03%▲ 1.13%
▲ 6.09%▲ 3.03%▲ 4.09%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Exxon Mobil
0.78%
▲ 21.79%
12
Buy
May 02, 2024
Pioneer Natural
▲ 5.65%
5
Close
May 02, 2024
DoubleLine Yield Opportunities Fund
1.59%
▼ 23.01%
22
Buy
May 01, 2024
CVS Health
0.23%
▲ 2.88%
10
Buy
May 01, 2024
PIMCO Dynamic
0.59%
▲ 1.80%
16
Buy
May 01, 2024
Nuveen Quality Municipal Income Fund of Benef.Interest
0.54%
▼ 5.32%
12
Buy
May 01, 2024
Nuveen AMT-Free Quality Municipal Income Fund of Benef Interest
0.57%
▼ 5.63%
12
Buy
May 01, 2024
PIMCO Dynamic Income Opportunities
1.04%
▲ 2.98%
10
Buy
May 01, 2024
Cohen & Steers Infrastructure Fund
0.79%
▼ 15.27%
22
Buy
Apr 30, 2024
Alphabet Class C
7.11%
▲ 15.58%
10
Buy
Apr 30, 2024
BlackRock Science & Technology Trust
0.44%
▼ 28.62%
16
Buy
Apr 30, 2024
DoubleLine Income Solutions Fund
1.37%
▼ 38.13%
28
Buy
Apr 30, 2024
JPMorgan Chase & Co.
1%
▲ 36.48%
7
Buy
Apr 30, 2024
Reaves Utility Income Fund
0.78%
▼ 1.09%
12
Buy
Apr 30, 2024
Taiwan Semiconductor Manufacturing
0.56%
▲ 1.49%
4
Buy
Apr 29, 2024
VanEck Semiconductor ETF
0.36%
▲ 1.87%
1
Buy
Apr 29, 2024
Rithm Capital
1.75%
▼ 1.40%
11
Buy
Apr 26, 2024
Meta Platforms
6.39%
▲ 48.42%
9
Buy
Apr 26, 2024
S&P Global
0.86%
▲ 8.42%
8
Sell
Apr 26, 2024
ServiceNow
0.47%
▼ 0.55%
1
Buy
Apr 26, 2024