tiprankstipranks

Brokerage - New Portfolio

DAVID SHAW

Brokerage
Individual Investor
Ranked #399,852 out of 730,199 TipRanks' Investors
Success Rate
39%
1606 out of 4072
profitable transactions
Average Return
-6.83%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 105.59%
6-Month Return▲ 184.86%
12-Month Return▲ 176.66%
YTD Return▲ 131.24%
Total Return▲ 188.53%

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%
▲ 6.01%
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
▼ 18.13%
▼ 3.38%
▲ 0.65%
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%▲ 6.01%
▼ 1.87%▲ 1.59%▼ 1.66%
▲ 14.08%▲ 5.22%▲ 8.84%
▲ 5.05%▲ 3.27%▲ 114.65%
▼ 18.13%▼ 3.38%▲ 0.65%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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PepsiCo
0.97%
▲ 21.83%
11
Sell
Apr 23, 2024
Polen Growth Fund Institutional Class
0.5%
▼ 3.99%
2
Buy
Apr 22, 2024
AllianceBernstein Global High Income Fund Inc
1.09%
▼ 21.09%
26
Buy
Apr 19, 2024
Netflix
2.31%
▲ 10.72%
7
Buy
Apr 19, 2024
Intuit
0.65%
▲ 26.80%
5
Buy
Apr 19, 2024
Thermo Fisher
1.18%
▲ 12.83%
10
Buy
Apr 16, 2024
W. P. Carey Inc.
1.38%
▼ 9.59%
15
Buy
Apr 16, 2024
Blue Owl Capital
0.92%
▲ 11.51%
9
Buy
Apr 16, 2024
Salesforce
0.65%
▲ 2.90%
5
Buy
Apr 16, 2024
Fair Isaac
0.41%
▲ 2.07%
1
Buy
Apr 12, 2024
Merck & Company
1.18%
▲ 30.08%
9
Buy
Apr 09, 2024
Alerian MLP ETF
▲ 19.07%
5
Close
Apr 06, 2024
VICI Properties
1.5%
▼ 0.32%
11
Buy
Apr 05, 2024
JPMorgan Equity Premium Income ETF
0.28%
▲ 2.11%
9
Buy
Apr 05, 2024
SPDR Portfolio Long Term Treasury ETF
0.45%
▼ 7.03%
2
Buy
Apr 05, 2024
Novo Nordisk
0.54%
▼ 1.95%
2
Buy
Apr 05, 2024
Thomson Reuters
▼ 4.07%
2
Close
Apr 03, 2024
Intapp
▼ 4.16%
2
Close
Apr 03, 2024
Ares Capital
1.79%
▼ 5.30%
12
Buy
Apr 02, 2024
Broadcom
0.82%
▲ 148.84%
11
Buy
Apr 02, 2024