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Brokerage - New Portfolio

DAVID SHAW

Brokerage
Individual Investor
Ranked #468,974 out of 836,058 TipRanks' Investors
Success Rate
50%
3992 out of 7960
profitable transactions
Average Return
4.78%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.55%
6-Month Return▲ 11.48%
12-Month Return▲ 24.31%
YTD Return▲ 4.00%
Total Return▲ 94.04%

Best Trade

Opened at
Closed at
Gain▲ 855.75%

Bio

Ira

Performance

12.88%0-12.88%
▲ 9.25%
▲ 5.14%
▲ 9.73%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 3.96%
Jul 2025
▲ 2.76%
▲ 2.05%
▼ 0.15%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 5.56%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 3.44%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 4.99%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.72%
Dec 2025
▲ 1.08%
▲ 1.11%
▲ 4.00%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 9.25%▲ 5.14%▲ 9.73%
▲ 7.60%▲ 2.30%▲ 3.96%
▲ 2.76%▲ 2.05%▼ 0.15%
▲ 12.88%▲ 3.56%▲ 5.56%
▲ 10.96%▲ 2.38%▲ 3.44%
▼ 3.57%▲ 0.19%▼ 4.99%
▼ 0.10%▲ 0.08%▲ 0.72%
▲ 1.08%▲ 1.11%▲ 4.00%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Walmart
3.63%
▲ 4.38%
13
Buy
Jan 06, 2026
Check Point
0.68%
▼ 0.85%
3
Buy
Jan 06, 2026
Netflix
1.99%
▲ 30.97%
28
Sell
Jan 06, 2026
JPMorgan Equity Premium Income ETF
1.26%
▲ 3.10%
27
Buy
Jan 06, 2026
Ares Capital
3.77%
▼ 5.11%
26
Buy
Dec 31, 2025
Broadcom
2.89%
▲ 262.97%
45
Buy
Dec 31, 2025
Ross Stores
0.79%
▲ 14.44%
2
Buy
Dec 31, 2025
WisdomTree Floating Rate Treasury Fund
1.55%
▲ 33.45%
3
Buy
Dec 31, 2025
Capital Group Dividend Value ETF
0.27%
▼ 0.71%
7
Buy
Dec 29, 2025
Invesco NASDAQ 100 ETF
0.44%
▲ 3.59%
5
Buy
Dec 26, 2025
VanEck Gold Miners ETF
1.39%
▲ 12.88%
11
Buy
Dec 26, 2025
Sterling Infrastructure
0.62%
▼ 4.73%
2
Buy
Dec 26, 2025
Meta Platforms
4.35%
▲ 38.95%
42
Buy
Dec 24, 2025
Vanguard S&P 500 ETF
0.16%
▼ 12.51%
3
Buy
Dec 24, 2025
iShares TIPS Bond ETF
2.47%
▼ 0.45%
4
Buy
Dec 24, 2025
Vanguard Dividend Appreciation ETF
2.52%
▲ 0.53%
2
Buy
Dec 24, 2025
PIMCO Dynamic
▲ 1.11%
32
Close
Dec 23, 2025
Newmont Mining
3.91%
▲ 30.98%
13
Buy
Dec 22, 2025
Vanguard Total Bond Market ETF
10.92%
▲ 1.96%
10
Buy
Dec 22, 2025
Celldex
▲ 4.69%
4
Sell
Dec 20, 2025