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Brokerage - New Portfolio

DAVID SHAW

Brokerage
Individual Investor
Ranked #469,379 out of 781,066 TipRanks' Investors
Success Rate
45%
2194 out of 4832
profitable transactions
Average Return
-1.50%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.18%
6-Month Return▲ 6.83%
12-Month Return▲ 26.44%
YTD Return▲ 3.28%
Total Return▲ 52.84%

Best Trade

Opened at
Closed at-
Gain▲ 502.79%

Bio

Ira

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 4.57%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 2.60%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.51%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.51%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.97%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 5.12%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 3.99%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 3.28%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 4.57%
▲ 8.13%▲ 1.21%▲ 2.60%
▼ 13.14%▲ 2.34%▲ 1.51%
▲ 2.93%▲ 2.10%▲ 1.51%
▲ 10.00%▼ 0.89%▼ 0.97%
▲ 26.04%▲ 5.96%▲ 5.12%
▲ 5.93%▼ 2.41%▼ 3.99%
▲ 9.79%▲ 0.95%▲ 3.28%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
iShares JP Morgan USD Emerging Markets Bond ETF
1.21%
▲ 6.95%
25
Close
Nov 26, 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
Close
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
1.67%
▼ 1.55%
14
Close
Nov 18, 2024
Conocophillips
0.83%
▲ 45.03%
12
Sell
Nov 18, 2024
Amazon
12.24%
▲ 34.10%
15
Close
Nov 18, 2024
Apple
2.37%
▲ 31.54%
17
Sell
Nov 18, 2024
Nvidia
0.57%
▲ 132.31%
15
Close
Nov 18, 2024
Alphabet Class C
7.12%
▲ 28.42%
16
Sell
Nov 18, 2024
Microsoft
3.7%
▲ 41.82%
14
Close
Nov 18, 2024
Meta Platforms
7.12%
▲ 111.54%
12
Close
Nov 18, 2024
Advanced Micro Devices
0.89%
▲ 2.35%
11
Sell
Nov 18, 2024
Schwab US Dividend Equity ETF
0.53%
▼ 7.88%
13
Close
Nov 18, 2024
Salesforce
1.79%
▲ 21.29%
9
Close
Nov 18, 2024
Netflix
3.01%
▲ 59.32%
11
Sell
Nov 18, 2024