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Brokerage - New Portfolio

DAVID SHAW

Brokerage
Individual Investor
Ranked #464,318 out of 808,802 TipRanks' Investors
Success Rate
48%
3182 out of 6580
profitable transactions
Average Return
0.99%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.72%
6-Month Return▲ 9.56%
12-Month Return▲ 16.04%
YTD Return▲ 13.62%
Total Return▲ 72.10%

Best Trade

Opened at
Closed at-
Gain▲ 627.22%

Bio

Ira

Performance

14.83%0-14.83%
▲ 5.10%
▼ 2.41%
▼ 5.03%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 3.51%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.35%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.27%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 7.04%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 9.43%
May 2025
▲ 6.24%
▲ 5.14%
▲ 9.52%
Jun 2025
▲ 14.83%
▲ 1.65%
▲ 3.66%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 5.03%
▲ 6.03%▲ 2.69%▲ 3.51%
▼ 12.86%▼ 1.27%▲ 0.35%
▼ 1.80%▼ 5.57%▼ 5.27%
▲ 1.84%▼ 0.87%▼ 7.04%
▲ 12.20%▲ 6.28%▲ 9.43%
▲ 6.24%▲ 5.14%▲ 9.52%
▲ 14.83%▲ 1.65%▲ 3.66%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
IonQ
0.4%
▲ 26.76%
2
Buy
Jul 17, 2025
ASML Holding
2.79%
▲ 2.36%
14
Buy
Jul 16, 2025
Costco
1.09%
▲ 44.05%
22
Buy
Jul 15, 2025
Meta Platforms
4.41%
▲ 72.92%
29
Buy
Jul 15, 2025
International Business Machines
1.02%
▼ 1.85%
6
Buy
Jul 15, 2025
Netflix
3.71%
▲ 47.88%
23
Buy
Jul 15, 2025
MSCI
▼ 1.18%
4
Close
Jul 15, 2025
Archer Daniels Midland
▲ 1.52%
4
Close
Jul 15, 2025
Axsome Therapeutics
▲ 7.44%
5
Sell
Jul 15, 2025
Uber Technologies
0.93%
▼ 12.76%
8
Buy
Jul 15, 2025
Zscaler
▲ 52.28%
5
Close
Jul 15, 2025
CoreWeave, Inc. Class A
▼ 23.32%
5
Sell
Jul 15, 2025
Agnico Eagle
▼ 2.94%
5
Close
Jul 15, 2025
SPDR Portfolio High Yield Bond ETF
▲ 0.18%
3
Close
Jul 15, 2025
MP Materials
0.66%
▲ 47.87%
3
Buy
Jul 14, 2025
Newmont Mining
0.97%
▼ 1.40%
3
Buy
Jul 11, 2025
UGI
1.5%
▲ 0.90%
1
Buy
Jul 11, 2025
Cal-Maine Foods
0.39%
▲ 5.40%
1
Buy
Jul 11, 2025
Alphabet Class C
7.7%
▲ 19.05%
35
Buy
Jul 10, 2025
Marvell
▲ 16.66%
6
Sell
Jul 10, 2025