Brokerage - New Portfolio

DAVID SHAW

Brokerage
Individual Investor
Ranked #433,916 out of 756,193 TipRanks' Investors
Success Rate
43%
1946 out of 4506
profitable transactions
Average Return
-4.58%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 115.90%
6-Month Return▲ 737.36%
12-Month Return▲ 866.20%
YTD Return▲ 788.17%
Total Return▲ 1002.86%

Best Trade

Opened at
Closed at
Gain▲ 330.17%

Bio

Ira

Performance

101.04%0-101.04%
▲ 14.08%
▲ 5.22%
▲ 6.80%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.21%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.26%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 59.08%
May 2024
▼ 2.25%
▲ 3.53%
▲ 59.34%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 61.57%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 6.53%
Aug 2024
▼ 7.75%
▼ 2.64%
▲ 101.04%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 6.80%
▲ 5.05%▲ 3.27%▲ 1.21%
▼ 12.40%▼ 4.03%▼ 5.26%
▲ 11.46%▲ 5.06%▲ 59.08%
▼ 2.25%▲ 3.53%▲ 59.34%
▲ 25.76%▲ 1.21%▲ 61.57%
▼ 4.21%▲ 2.34%▲ 6.53%
▼ 7.75%▼ 2.64%▲ 101.04%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AllianceBernstein Global High Income Fund Inc
1.33%
▼ 18.04%
30
Buy
Aug 16, 2024
Meta Platforms
6.32%
▲ 62.15%
11
Sell
Aug 16, 2024
CVS Health
▼ 5.03%
12
Sell
Aug 16, 2024
Moody's
1.6%
▲ 37.10%
9
Buy
Aug 16, 2024
ARM Holdings PLC ADR
0.64%
▲ 22.82%
3
Buy
Aug 16, 2024
Apple
2.4%
▲ 24.79%
15
Buy
Aug 15, 2024
Kinder Morgan
1.66%
▲ 11.39%
15
Buy
Aug 15, 2024
Qualcomm
0.63%
▼ 20.47%
8
Buy
Aug 14, 2024
Alphabet Class C
5.82%
▲ 13.19%
14
Buy
Aug 14, 2024
Enterprise Products Partners
0.61%
▲ 9.92%
11
Buy
Aug 14, 2024
Booking Holdings
1.84%
▲ 2.00%
3
Buy
Aug 12, 2024
Costco
1.04%
▲ 59.97%
14
Buy
Aug 09, 2024
Broadcom
1.2%
▲ 173.72%
17
Buy
Aug 09, 2024
Mastercard
1.8%
▲ 10.03%
9
Buy
Aug 09, 2024
Taiwan Semiconductor Manufacturing
1.66%
▲ 14.74%
6
Buy
Aug 09, 2024
Guardant Health
▼ 15.49%
2
Close
Aug 09, 2024
Canadian Pacific Kansas City
▲ 7.22%
8
Sell
Aug 08, 2024
Super Micro Computer
▼ 33.63%
5
Sell
Aug 08, 2024
Antero Midstream
0.84%
▲ 16.69%
3
Buy
Aug 07, 2024
Glencore
0.15%
▼ 2.26%
1
Buy
Aug 06, 2024