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Brokerage - New Portfolio

DAVID SHAW

Brokerage
Individual Investor
Ranked #450,572 out of 805,489 TipRanks' Investors
Success Rate
48%
3080 out of 6434
profitable transactions
Average Return
0.47%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.44%
6-Month Return▲ 7.61%
12-Month Return▲ 12.71%
YTD Return▲ 7.79%
Total Return▲ 63.26%

Best Trade

Opened at
Closed at-
Gain▲ 585.88%

Bio

Ira

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 4.63%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 5.03%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 3.48%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.22%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.26%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 7.13%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 9.50%
May 2025
▲ 2.39%
▲ 3.31%
▲ 7.88%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 4.63%
▲ 5.10%▼ 2.41%▼ 5.03%
▲ 6.03%▲ 2.69%▲ 3.48%
▼ 12.86%▼ 1.27%▲ 0.22%
▼ 1.80%▼ 5.57%▼ 5.26%
▲ 1.83%▼ 0.87%▼ 7.13%
▲ 12.21%▲ 6.28%▲ 9.50%
▲ 2.39%▲ 3.31%▲ 7.88%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
DoubleLine Multi-Sector Income ETF
▲ 0.57%
2
Close
Jun 27, 2025
Meta Platforms
3.46%
▲ 79.30%
28
Buy
Jun 26, 2025
Shell
▼ 1.63%
4
Sell
Jun 26, 2025
CoreWeave, Inc. Class A
0.58%
▼ 16.16%
4
Buy
Jun 26, 2025
Equifax
0.45%
▲ 10.60%
5
Sell
Jun 26, 2025
Honeywell International
0.5%
▲ 0.65%
3
Sell
Jun 26, 2025
Gilead Sciences
0.57%
▼ 0.17%
5
Buy
Jun 25, 2025
Agnico Eagle
0.45%
▼ 2.55%
4
Sell
Jun 24, 2025
Rigetti Computing
0.28%
▼ 6.36%
3
Buy
Jun 24, 2025
Caris Life Sciences, Inc.
0.16%
▲ 2.16%
1
Buy
Jun 20, 2025
ServiceNow
▲ 32.34%
4
Close
Jun 19, 2025
Zscaler
0.88%
▲ 64.95%
4
Sell
Jun 18, 2025
iShares 0-3 Month Treasury Bond ETF
4.18%
▼ 0.03%
2
Sell
Jun 18, 2025
Schwab Emerging Markets Equity ETF
0.3%
▲ 1.87%
1
Buy
Jun 18, 2025
Franklin FTSE India ETF
0.6%
▲ 3.05%
1
Buy
Jun 18, 2025
WisdomTree Emerging Currency Strategy Fund
0.6%
▲ 0.22%
1
Buy
Jun 18, 2025
Alphabet Class C
7.16%
▲ 17.69%
34
Buy
Jun 16, 2025
Costco
0.9%
▲ 51.29%
21
Sell
Jun 16, 2025
Broadcom
6.33%
▲ 206.35%
32
Sell
Jun 16, 2025
TSMC
0.66%
▲ 24.67%
19
Sell
Jun 16, 2025