tiprankstipranks

Brokerage - New Portfolio

DAVID SHAW

Brokerage
Individual Investor
Ranked #393,233 out of 728,786 TipRanks' Investors
Success Rate
39%
1576 out of 4064
profitable transactions
Average Return
-7.19%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 104.18%
6-Month Return▲ 164.97%
12-Month Return▲ 162.76%
YTD Return▲ 124.67%
Total Return▲ 180.33%

Best Trade

Opened at
Closed at
Gain▲ 330.17%

Bio

Ira

Performance

114.65%0-114.65%
▼ 4.52%
▼ 4.74%
▼ 5.73%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 6.88%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 14.75%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 6.02%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.66%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 8.84%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 114.65%
Mar 2024
▼ 21.40%
▼ 3.74%
▼ 2.21%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 5.73%
▼ 6.45%▼ 2.17%▼ 6.88%
▲ 9.22%▲ 9.13%▲ 14.75%
▲ 5.14%▲ 4.57%▲ 6.02%
▼ 1.87%▲ 1.59%▼ 1.66%
▲ 14.08%▲ 5.22%▲ 8.84%
▲ 5.05%▲ 3.27%▲ 114.65%
▼ 21.40%▼ 3.74%▼ 2.21%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Thermo Fisher
1.13%
▲ 6.94%
10
Buy
Apr 16, 2024
W. P. Carey Inc.
1.31%
▼ 10.97%
15
Buy
Apr 16, 2024
Blue Owl Capital
0.89%
▲ 8.27%
9
Buy
Apr 16, 2024
Salesforce
0.66%
▲ 2.92%
5
Buy
Apr 16, 2024
Netflix
2.2%
▲ 19.61%
6
Buy
Apr 15, 2024
Fair Isaac
0.39%
▼ 1.34%
1
Buy
Apr 12, 2024
Polen Growth Fund Institutional Class
0.41%
▼ 2.62%
1
Buy
Apr 11, 2024
Merck & Company
1.13%
▲ 29.23%
9
Buy
Apr 09, 2024
Alerian MLP ETF
▲ 19.07%
5
Close
Apr 06, 2024
VICI Properties
1.43%
▼ 4.63%
11
Buy
Apr 05, 2024
JPMorgan Equity Premium Income ETF
0.28%
▲ 0.59%
9
Buy
Apr 05, 2024
SPDR Portfolio Long Term Treasury ETF
0.45%
▼ 6.18%
2
Buy
Apr 05, 2024
Novo Nordisk
0.53%
▼ 3.22%
2
Buy
Apr 05, 2024
Thomson Reuters
▼ 4.07%
2
Close
Apr 03, 2024
Intapp
▼ 4.16%
2
Close
Apr 03, 2024
PepsiCo
1.56%
▲ 16.38%
10
Buy
Apr 02, 2024
Ares Capital
1.76%
▼ 7.40%
12
Buy
Apr 02, 2024
Broadcom
0.81%
▲ 153.95%
11
Buy
Apr 02, 2024
PIMCO Dynamic
0.58%
▼ 1.00%
15
Buy
Apr 02, 2024
Nuveen Quality Municipal Income Fund of Benef.Interest
0.55%
▼ 6.72%
11
Buy
Apr 02, 2024