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Brokerage - New Portfolio

DAVID SHAW

Brokerage
Individual Investor
Ranked #437,681 out of 804,211 TipRanks' Investors
Success Rate
47%
3032 out of 6396
profitable transactions
Average Return
0.17%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.18%
6-Month Return▲ 6.06%
12-Month Return▲ 13.25%
YTD Return▲ 5.03%
Total Return▲ 59.08%

Best Trade

Opened at
Closed at-
Gain▲ 533.08%

Bio

Ira

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 4.63%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 5.03%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 3.48%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.22%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.24%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 7.19%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 9.51%
May 2025
▲ 4.89%
▲ 1.38%
▲ 5.14%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 4.63%
▲ 5.10%▼ 2.41%▼ 5.03%
▲ 6.03%▲ 2.69%▲ 3.48%
▼ 12.86%▼ 1.27%▲ 0.22%
▼ 1.80%▼ 5.57%▼ 5.24%
▲ 1.83%▼ 0.87%▼ 7.19%
▲ 12.21%▲ 6.28%▲ 9.51%
▲ 4.89%▲ 1.38%▲ 5.14%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alphabet Class C
7.64%
▲ 18.17%
34
Buy
Jun 16, 2025
Costco
0.94%
▲ 50.49%
21
Sell
Jun 16, 2025
Broadcom
6.13%
▲ 182.77%
32
Sell
Jun 16, 2025
TSMC
0.66%
▲ 19.60%
19
Sell
Jun 16, 2025
Salesforce
0.86%
▲ 11.07%
18
Sell
Jun 16, 2025
Netflix
4.91%
▲ 48.93%
21
Sell
Jun 16, 2025
Vertiv Holdings
▲ 0.05%
4
Close
Jun 13, 2025
Advanced Energy
0.39%
▲ 24.03%
3
Buy
Jun 13, 2025
Rambus
0.57%
▲ 17.11%
3
Sell
Jun 13, 2025
MP Materials
0.19%
▲ 7.58%
1
Buy
Jun 13, 2025
Microsoft
4.59%
▲ 32.30%
28
Buy
Jun 12, 2025
S&P Global
1.1%
▲ 11.72%
19
Buy
Jun 11, 2025
Rigetti Computing
0.14%
▼ 10.94%
1
Buy
Jun 11, 2025
Cellectis SA
0.43%
▼ 57.62%
9
Buy
Jun 10, 2025
International Business Machines
0.66%
▼ 1.37%
3
Buy
Jun 10, 2025
Quantum Computing
2.38%
▲ 67.52%
6
Buy
Jun 09, 2025
Amazon
8.04%
▲ 22.31%
32
Buy
Jun 09, 2025
Aurora Innovation
▼ 24.40%
2
Sell
Jun 09, 2025
D-Wave Quantum
▲ 4.87%
3
Close
Jun 09, 2025
Global X SuperIncome Preferred ETF
5.64%
▼ 0.28%
2
Buy
Jun 09, 2025