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Brokerage - New Portfolio

DAVID SHAW

Brokerage
Individual Investor
Ranked #463,404 out of 857,329 TipRanks' Investors
Success Rate
48%
3970 out of 8258
profitable transactions
Average Return
3.86%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.27%
6-Month Return▼ 6.04%
12-Month Return▲ 15.54%
YTD Return▼ 4.09%
Total Return▲ 78.93%

Best Trade

Opened at
Closed at
Gain▲ 855.75%

Bio

Ira

Performance

12.88%0-12.88%
▲ 2.76%
▲ 2.05%
▼ 0.14%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 5.59%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 3.49%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 5.04%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.67%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.64%
Jan 2026
▼ 1.18%
▼ 0.86%
▼ 1.12%
Feb 2026
▲ 1.73%
▼ 5.20%
▼ 6.41%
Mar 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 2.76%▲ 2.05%▼ 0.14%
▲ 12.88%▲ 3.56%▲ 5.59%
▲ 10.96%▲ 2.38%▲ 3.49%
▼ 3.68%▲ 0.19%▼ 5.04%
▼ 0.10%▲ 0.08%▲ 0.67%
▲ 4.06%▲ 1.47%▲ 3.64%
▼ 1.18%▼ 0.86%▼ 1.12%
▲ 1.73%▼ 5.20%▼ 6.41%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
JPMorgan Equity Premium Income ETF
▲ 2.94%
30
Sell
Mar 10, 2026
Amazon
8.8%
▲ 10.69%
53
Buy
Mar 09, 2026
Palo Alto Networks
1.13%
▲ 15.69%
7
Buy
Mar 09, 2026
S&P Global
2.82%
▲ 15.26%
31
Buy
Mar 09, 2026
Schwab US TIPS ETF
0.67%
▼ 2.31%
7
Buy
Mar 09, 2026
Labcorp Holdings
0.14%
▲ 2.08%
3
Buy
Mar 09, 2026
Vanguard Short-Term Inflation-Protected Securities ETF
0.68%
▼ 0.20%
1
Buy
Mar 09, 2026
Regeneron
1.49%
▲ 18.58%
9
Buy
Mar 06, 2026
Nvidia
1.52%
▲ 56.22%
43
Buy
Mar 04, 2026
Ares Capital
5.15%
▼ 16.23%
30
Buy
Mar 04, 2026
Danaher
▲ 2.81%
9
Close
Mar 04, 2026
Netflix
2.61%
▲ 18.96%
37
Buy
Mar 04, 2026
Chevron
2.68%
▲ 14.12%
20
Buy
Mar 04, 2026
Adobe
0.4%
▲ 47.13%
4
Buy
Mar 04, 2026
Duolingo
0.76%
▼ 23.33%
14
Buy
Mar 04, 2026
iShares TIPS Bond ETF
0.01%
▼ 0.28%
5
Sell
Mar 04, 2026
Vanguard Dividend Appreciation ETF
0.01%
▼ 4.09%
4
Sell
Mar 04, 2026
FirstCash
0.37%
▲ 11.30%
2
Buy
Mar 03, 2026
ASML Holding
2.32%
▲ 5.27%
30
Buy
Feb 26, 2026
Viper Energy
1.36%
▲ 12.47%
7
Buy
Feb 26, 2026