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Brokerage - New Portfolio

DAVID SHAW

Brokerage
Individual Investor
Ranked #445,399 out of 798,015 TipRanks' Investors
Success Rate
46%
2830 out of 6148
profitable transactions
Average Return
-1.25%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.65%
6-Month Return▼ 9.24%
12-Month Return▲ 4.84%
YTD Return▼ 5.91%
Total Return▲ 41.75%

Best Trade

Opened at
Closed at-
Gain▲ 409.57%

Bio

Ira

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 1.16%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 4.52%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 4.90%
Dec 2024
▲ 6.00%
▲ 2.69%
▲ 3.44%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.43%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.96%
Mar 2025
▲ 1.74%
▼ 0.87%
▼ 7.04%
Apr 2025
▼ 1.11%
▲ 1.62%
▲ 2.53%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 1.16%
▲ 25.97%▲ 5.96%▲ 4.52%
▲ 5.39%▼ 2.41%▼ 4.90%
▲ 6.00%▲ 2.69%▲ 3.44%
▼ 12.86%▼ 1.27%▲ 0.43%
▼ 1.80%▼ 5.57%▼ 4.96%
▲ 1.74%▼ 0.87%▼ 7.04%
▼ 1.11%▲ 1.62%▲ 2.53%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Enterprise Products Partners
0.46%
▲ 12.33%
15
Buy
May 06, 2025
CyberArk Software
0.8%
▲ 42.26%
4
Buy
May 06, 2025
DoubleLine Yield Opportunities Fund
0.79%
▼ 18.97%
36
Buy
May 05, 2025
Schwab US Dividend Equity ETF
0.78%
▼ 7.88%
15
Buy
May 05, 2025
Amazon
7.75%
▲ 21.64%
27
Sell
May 02, 2025
FS Global Credit Opportunities Fund
0.82%
▲ 1.05%
5
Buy
May 02, 2025
Viper Energy
▼ 0.48%
2
Sell
May 02, 2025
Schwab S&P 500 Index Fund- Select Shares
0.79%
▲ 0.83%
1
Buy
May 02, 2025
Global X S&P 500 Covered Call ETF
0.78%
▲ 0.06%
1
Buy
May 02, 2025
Main Street Capital
0.83%
▼ 1.26%
1
Buy
May 02, 2025
Meta Platforms
4.34%
▲ 79.65%
23
Sell
May 01, 2025
S&P Global
5.23%
▲ 14.93%
15
Buy
May 01, 2025
Uber Technologies
0.11%
▼ 16.82%
6
Buy
May 01, 2025
Aurora Innovation
0.15%
▲ 0.19%
1
Buy
May 01, 2025
Qualcomm
▲ 4.92%
13
Close
Apr 29, 2025
CVS Health
▼ 5.23%
14
Sell
Apr 29, 2025
Tencent Holdings
▼ 7.57%
4
Close
Apr 29, 2025
ARM Holdings PLC ADR
▲ 6.97%
7
Close
Apr 29, 2025
Intercontinental Exchange
▲ 9.05%
2
Sell
Apr 29, 2025
Applied Materials
▼ 10.48%
4
Close
Apr 29, 2025