tiprankstipranks

Brokerage - New Portfolio

DAVID SHAW

Brokerage
Individual Investor
Ranked #452,677 out of 793,704 TipRanks' Investors
Success Rate
46%
2682 out of 5806
profitable transactions
Average Return
-1.47%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.03%
6-Month Return▼ 2.06%
12-Month Return▲ 8.29%
YTD Return▼ 0.69%
Total Return▲ 49.14%

Best Trade

Opened at
Closed at-
Gain▲ 336.63%

Bio

Ira

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 1.60%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.12%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.13%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 4.62%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 4.84%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 3.22%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.26%
Feb 2025
▲ 3.73%
▼ 4.27%
▼ 4.03%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 1.60%
▲ 2.93%▲ 2.10%▲ 1.12%
▲ 10.00%▼ 0.89%▼ 1.13%
▲ 26.01%▲ 5.96%▲ 4.62%
▲ 5.33%▼ 2.41%▼ 4.84%
▲ 5.89%▲ 2.69%▲ 3.22%
▼ 12.86%▼ 1.27%▲ 0.26%
▲ 3.73%▼ 4.27%▼ 4.03%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Qualcomm
1.18%
▲ 2.18%
12
Buy
Mar 27, 2025
Vertiv Holdings
0.28%
▼ 33.29%
3
Buy
Mar 27, 2025
Meta Platforms
6.69%
▲ 85.16%
20
Buy
Mar 26, 2025
Apple
▲ 28.00%
21
Sell
Mar 25, 2025
Starbucks
▼ 9.97%
6
Sell
Mar 25, 2025
Boeing
▲ 4.57%
2
Sell
Mar 25, 2025
Uber Technologies
▼ 19.24%
5
Close
Mar 25, 2025
Arbor Realty
1.05%
▼ 12.31%
5
Buy
Mar 21, 2025
Alphabet Class C
9.23%
▲ 20.02%
24
Buy
Mar 19, 2025
Microsoft
4.05%
▲ 33.26%
22
Buy
Mar 19, 2025
VICI Properties
▲ 5.98%
16
Close
Mar 17, 2025
Amazon
7.74%
▲ 25.78%
23
Sell
Mar 14, 2025
Nvidia
1.3%
▲ 97.37%
21
Sell
Mar 14, 2025
Netflix
7.67%
▲ 44.00%
17
Sell
Mar 14, 2025
Moody's
1.07%
▲ 24.93%
12
Buy
Mar 14, 2025
Booking Holdings
2.29%
▲ 16.31%
7
Sell
Mar 14, 2025
ASML Holding
4.76%
▼ 3.74%
8
Buy
Mar 14, 2025
FS Global Credit Opportunities Fund
▲ 1.46%
4
Sell
Mar 14, 2025
Costco
3.34%
▲ 47.80%
18
Buy
Mar 13, 2025
Salesforce
3.12%
▲ 15.01%
12
Buy
Mar 13, 2025