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Brokerage - New Portfolio

DAVID SHAW

Brokerage
Individual Investor
Ranked #495,521 out of 825,071 TipRanks' Investors
Success Rate
49%
3584 out of 7344
profitable transactions
Average Return
2.49%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.60%
6-Month Return▲ 36.36%
12-Month Return▲ 21.23%
YTD Return▲ 23.69%
Total Return▲ 87.78%

Best Trade

Opened at
Closed at-
Gain▲ 799.04%

Bio

Ira

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 5.31%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 6.94%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 9.13%
May 2025
▲ 9.25%
▲ 5.14%
▲ 9.17%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 3.39%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 0.41%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 5.50%
Sep 2025
▲ 7.77%
▲ 1.66%
▲ 3.72%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 5.31%
▲ 0.80%▼ 0.87%▼ 6.94%
▲ 11.63%▲ 6.28%▲ 9.13%
▲ 9.25%▲ 5.14%▲ 9.17%
▲ 7.60%▲ 2.30%▲ 3.39%
▲ 2.76%▲ 2.05%▲ 0.41%
▲ 12.88%▲ 3.56%▲ 5.50%
▲ 7.77%▲ 1.66%▲ 3.72%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
JPMorgan Equity Premium Income ETF
▲ 3.15%
23
Close
Oct 23, 2025
Schwab US TIPS ETF
▼ 2.71%
6
Close
Oct 23, 2025
Vanguard Total Bond Market ETF
▲ 2.74%
6
Close
Oct 23, 2025
Invesco Senior Loan ETF
▲ 1.38%
7
Sell
Oct 23, 2025
Aberdeen Standard Physical Gold Shares ETF
▲ 10.78%
5
Sell
Oct 23, 2025
VanEck Gold Miners ETF
▲ 10.45%
7
Sell
Oct 23, 2025
VanEck Junior Gold Miners ETF
▲ 7.66%
8
Sell
Oct 23, 2025
Conocophillips
▲ 23.33%
22
Sell
Oct 22, 2025
Walmart
▲ 4.18%
6
Sell
Oct 22, 2025
Amazon
9.39%
▲ 19.64%
42
Buy
Oct 21, 2025
Alphabet Class C
10.18%
▲ 28.61%
45
Buy
Oct 21, 2025
Advanced Micro Devices
0.64%
▲ 2.93%
16
Buy
Oct 21, 2025
Salesforce
1.31%
▲ 2.88%
26
Buy
Oct 21, 2025
ARM Holdings PLC ADR
0.26%
▲ 6.39%
8
Buy
Oct 21, 2025
Arista Networks
0.27%
▼ 10.98%
5
Buy
Oct 21, 2025
Honeywell International
0.68%
▼ 7.33%
9
Buy
Oct 21, 2025
Nebius Group
0.13%
▲ 0.18%
1
Buy
Oct 21, 2025
Applied Digital Corporation
0.12%
▼ 5.98%
1
Buy
Oct 21, 2025
Modine
▲ 2.29%
3
Sell
Oct 19, 2025
Quantum Computing
0.64%
▲ 35.05%
8
Sell
Oct 17, 2025