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Brokerage - New Portfolio

DAVID SHAW

Brokerage
Individual Investor
Ranked #477,319 out of 788,370 TipRanks' Investors
Success Rate
47%
2598 out of 5508
profitable transactions
Average Return
-0.73%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.58%
6-Month Return▲ 5.38%
12-Month Return▲ 17.41%
YTD Return▲ 4.58%
Total Return▲ 57.07%

Best Trade

Opened at
Closed at-
Gain▲ 455.12%

Bio

Ira

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 3.07%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.63%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.11%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.11%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 4.48%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 4.83%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 3.25%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 1.29%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 3.07%
▼ 13.14%▲ 2.34%▲ 1.63%
▲ 2.93%▲ 2.10%▲ 1.11%
▲ 9.99%▼ 0.89%▼ 1.11%
▲ 26.03%▲ 5.96%▲ 4.48%
▲ 5.97%▼ 2.41%▼ 4.83%
▲ 5.25%▲ 2.69%▲ 3.25%
▼ 9.08%▲ 1.42%▲ 1.29%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Editas Medicine
0.49%
▼ 89.00%
12
Buy
Feb 21, 2025
Costco
1.58%
▲ 75.67%
16
Buy
Feb 21, 2025
Ares Capital
2.27%
▲ 7.13%
15
Buy
Feb 21, 2025
Microsoft
3.96%
▲ 39.08%
17
Buy
Feb 21, 2025
Intel
0.89%
▲ 21.47%
5
Sell
Feb 21, 2025
Uber Technologies
1.21%
▼ 2.17%
3
Buy
Feb 21, 2025
Microchip
0.18%
▲ 2.66%
8
Buy
Feb 20, 2025
VICI Properties
0.31%
▲ 5.82%
15
Buy
Feb 18, 2025
JFrog
0.14%
▼ 7.16%
1
Buy
Feb 18, 2025
Enterprise Products Partners
0.68%
▲ 10.71%
13
Buy
Feb 14, 2025
Applied Materials
0.72%
▲ 2.10%
3
Buy
Feb 14, 2025
Teradyne
0.31%
▲ 1.03%
1
Buy
Feb 14, 2025
Intuitive Surgical
0.35%
▼ 0.54%
1
Buy
Feb 14, 2025
Alphabet Class C
9.25%
▲ 23.10%
20
Buy
Feb 12, 2025
Amazon
9.22%
▲ 30.37%
17
Buy
Feb 07, 2025
DoubleLine Yield Opportunities Fund
0.76%
▼ 18.30%
30
Buy
Feb 07, 2025
DoubleLine Income Solutions Fund
0.76%
▼ 31.42%
37
Buy
Feb 07, 2025
Mastercard
2.19%
▲ 14.19%
11
Buy
Feb 07, 2025
Advanced Micro Devices
0.17%
▲ 2.40%
13
Buy
Feb 06, 2025
Kura Oncology
0.28%
▼ 31.70%
2
Buy
Feb 05, 2025