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Brokerage - New Portfolio
DAVID SHAW
BrokerageIndividual Investor
Ranked #459,767 out of 770,014 TipRanks' Investors
Success Rate
2186 out of 4832
profitable transactions
profitable transactions
Average Return
-1.78%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.45%
6-Month Return▲ 16.86%
12-Month Return▲ 32.81%
YTD Return▲ 23.65%
Total Return▲ 53.51%
Best Trade
Bio
Ira
Performance
31.73%0-31.73%
▼ 12.40%
▼ 4.03%
▼ 4.93%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.51%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.57%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.60%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.51%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.51%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.93%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 4.65%
Nov 2024
▼ 12.40%▼ 4.03%▼ 4.93%
▲ 11.46%▲ 5.06%▲ 5.51%
▼ 2.25%▲ 3.53%▲ 4.57%
▲ 25.72%▲ 1.21%▲ 2.60%
▼ 4.22%▲ 2.34%▲ 1.51%
▲ 7.82%▲ 2.10%▲ 1.51%
▲ 5.70%▼ 0.89%▼ 0.93%
▲ 31.73%▲ 4.73%▲ 4.65%
Recent Activity
iShares JP Morgan USD Emerging Markets Bond ETF
1.26%
▲ 6.95%
24
Sell
Nov 20, 2024
Okta
―
▼ 79.48%
2
Sell
Nov 19, 2024
Liquid Holdings
―
0.00%
2
Close
Nov 19, 2024
Micro Imaging Technology
―
▼ 99.99%
2
Close
Nov 19, 2024
Schwab Long-Term U.S. Treasury ETF
―
▼ 59.96%
2
Sell
Nov 19, 2024
Capital Bancorp
―
▲ 160.84%
2
Close
Nov 19, 2024
MetaPower International
―
▼ 99.99%
2
Close
Nov 19, 2024
Fidelity Freedom Blend 2030 Fund Class K
―
▼ 91.97%
2
Sell
Nov 19, 2024
Rithm Capital
1.68%
▼ 1.55%
14
Close
Nov 18, 2024
Conocophillips
0.85%
▲ 45.03%
12
Sell
Nov 18, 2024
Amazon
11.16%
▲ 34.10%
15
Close
Nov 18, 2024
Apple
2.46%
▲ 31.54%
17
Sell
Nov 18, 2024
Nvidia
0.57%
▲ 132.31%
15
Close
Nov 18, 2024
Alphabet Class C
6.25%
▲ 28.42%
16
Sell
Nov 18, 2024
Microsoft
3.69%
▲ 41.82%
14
Close
Nov 18, 2024
Meta Platforms
6.71%
▲ 111.54%
12
Sell
Nov 18, 2024
Advanced Micro Devices
1.06%
▲ 2.35%
11
Sell
Nov 18, 2024
Schwab US Dividend Equity ETF
0.58%
▼ 7.88%
13
Sell
Nov 18, 2024
Salesforce
1.91%
▲ 21.29%
9
Close
Nov 18, 2024
Netflix
3.11%
▲ 59.32%
11
Sell
Nov 18, 2024