Brokerage - New Portfolio

DAVID SHAW

Brokerage
Individual Investor
Ranked #461,753 out of 828,953 TipRanks' Investors
Success Rate
49%
3738 out of 7674
profitable transactions
Average Return
4.20%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.66%
6-Month Return▲ 15.81%
12-Month Return▲ 14.64%
YTD Return▲ 16.74%
Total Return▲ 80.34%

Best Trade

Opened at
Closed at
Gain▲ 855.75%

Bio

Ira

Performance

12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▼ 6.12%
Apr 2025
▲ 11.64%
▲ 6.28%
▲ 10.74%
May 2025
▲ 9.25%
▲ 5.14%
▲ 9.54%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 3.70%
Jul 2025
▲ 2.76%
▲ 2.05%
▼ 0.11%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 5.47%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 3.47%
Oct 2025
▼ 6.61%
▼ 3.22%
▼ 6.91%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▼ 6.12%
▲ 11.64%▲ 6.28%▲ 10.74%
▲ 9.25%▲ 5.14%▲ 9.54%
▲ 7.60%▲ 2.30%▲ 3.70%
▲ 2.76%▲ 2.05%▼ 0.11%
▲ 12.88%▲ 3.56%▲ 5.47%
▲ 10.96%▲ 2.38%▲ 3.47%
▼ 6.61%▼ 3.22%▼ 6.91%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
TSMC
0.35%
▲ 34.76%
22
Buy
Nov 18, 2025
Nebius Group
0.17%
▲ 6.10%
3
Buy
Nov 18, 2025
iShares TIPS Bond ETF
0.79%
0.00%
1
Buy
Nov 18, 2025
EOG Resources
0.18%
▲ 14.46%
16
Buy
Nov 14, 2025
Amazon
14.71%
▲ 17.08%
46
Buy
Nov 14, 2025
Alphabet Class C
15.92%
▲ 32.50%
47
Buy
Nov 14, 2025
Costco
2.46%
▲ 28.04%
26
Buy
Nov 14, 2025
Meta Platforms
1.81%
▲ 42.49%
37
Buy
Nov 14, 2025
Mastercard
3.87%
▲ 6.12%
21
Buy
Nov 14, 2025
Walmart
3.94%
▲ 2.50%
9
Buy
Nov 14, 2025
International Business Machines
0.46%
▼ 11.41%
10
Buy
Nov 14, 2025
Schwab US Dividend Equity ETF
1.64%
▼ 6.33%
18
Buy
Nov 14, 2025
Newmont Mining
4.12%
▲ 11.81%
12
Buy
Nov 14, 2025
Energy Transfer
0.17%
▼ 2.04%
6
Buy
Nov 14, 2025
IonQ
1.09%
▲ 22.15%
6
Buy
Nov 14, 2025
Caris Life Sciences, Inc.
2.13%
▼ 14.32%
6
Buy
Nov 14, 2025
Aberdeen Standard Physical Gold Shares ETF
1.1%
▲ 7.79%
7
Buy
Nov 14, 2025
Editas Medicine
0.64%
▼ 74.99%
14
Buy
Nov 13, 2025
Tapestry
3.14%
▼ 2.57%
7
Buy
Nov 13, 2025
JPMorgan Equity Premium Income ETF
1.1%
▲ 2.97%
25
Buy
Nov 12, 2025