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Brokerage - New Portfolio

DAVID SHAW

Brokerage
Individual Investor
Ranked #440,673 out of 798,480 TipRanks' Investors
Success Rate
46%
2822 out of 6156
profitable transactions
Average Return
-1.27%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.58%
6-Month Return▼ 10.35%
12-Month Return▲ 4.44%
YTD Return▼ 6.75%
Total Return▲ 40.48%

Best Trade

Opened at
Closed at-
Gain▲ 419.95%

Bio

Ira

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 1.16%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 4.52%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 4.90%
Dec 2024
▲ 6.00%
▲ 2.69%
▲ 3.44%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.43%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.96%
Mar 2025
▲ 1.74%
▼ 0.87%
▼ 7.04%
Apr 2025
▼ 1.48%
▲ 1.19%
▲ 1.60%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 1.16%
▲ 25.97%▲ 5.96%▲ 4.52%
▲ 5.39%▼ 2.41%▼ 4.90%
▲ 6.00%▲ 2.69%▲ 3.44%
▼ 12.86%▼ 1.27%▲ 0.43%
▼ 1.80%▼ 5.57%▼ 4.96%
▲ 1.74%▼ 0.87%▼ 7.04%
▼ 1.48%▲ 1.19%▲ 1.60%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alphabet Class C
5.08%
▲ 17.26%
28
Sell
May 07, 2025
Salesforce
4.61%
▲ 14.10%
14
Buy
May 07, 2025
S&P Global
6.06%
▲ 14.89%
16
Buy
May 07, 2025
Enterprise Products Partners
0.47%
▲ 11.81%
15
Buy
May 06, 2025
CyberArk Software
0.8%
▲ 33.79%
4
Buy
May 06, 2025
DoubleLine Yield Opportunities Fund
0.8%
▼ 18.67%
36
Buy
May 05, 2025
Schwab US Dividend Equity ETF
0.78%
▼ 7.41%
15
Buy
May 05, 2025
Amazon
7.91%
▲ 21.87%
27
Sell
May 02, 2025
FS Global Credit Opportunities Fund
0.84%
▲ 1.34%
5
Buy
May 02, 2025
Viper Energy
▼ 0.48%
2
Sell
May 02, 2025
Schwab S&P 500 Index Fund- Select Shares
0.79%
▲ 0.50%
1
Buy
May 02, 2025
Global X S&P 500 Covered Call ETF
0.79%
▲ 0.14%
1
Buy
May 02, 2025
Main Street Capital
0.84%
▼ 0.72%
1
Buy
May 02, 2025
Meta Platforms
4.35%
▲ 79.56%
23
Sell
May 01, 2025
Uber Technologies
0.11%
▼ 17.06%
6
Buy
May 01, 2025
Aurora Innovation
0.14%
▼ 5.86%
1
Buy
May 01, 2025
Qualcomm
▲ 4.92%
13
Close
Apr 29, 2025
CVS Health
▼ 5.23%
14
Sell
Apr 29, 2025
Tencent Holdings
▼ 7.57%
4
Close
Apr 29, 2025
ARM Holdings PLC ADR
▲ 6.97%
7
Close
Apr 29, 2025