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Brokerage - New Portfolio

PerformancePortfolio Details

DAVID SHAW

Brokerage
Individual Investor
Ranked #462,279 out of 766,001 TipRanks' Investors
Success Rate
44%
2012 out of 4598
profitable transactions
Average Return
-3.38%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.44%
6-Month Return▲ 15.77%
12-Month Return▲ 38.55%
YTD Return▲ 21.23%
Total Return▲ 50.33%

Best Trade

AssetBroadcom (AVGO)
Opened at
Closed at-
Gain▲ 366.21%

Bio

Ira

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 5.10%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.39%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.15%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.09%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.69%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.44%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 1.21%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 3.56%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 5.10%
▲ 11.46%▲ 5.06%▲ 5.39%
▼ 2.25%▲ 3.53%▲ 4.15%
▲ 25.72%▲ 1.21%▲ 3.09%
▼ 4.22%▲ 2.34%▲ 1.69%
▲ 7.82%▲ 2.10%▲ 1.44%
▲ 6.02%▼ 0.89%▼ 1.21%
▲ 5.59%▲ 5.20%▲ 3.56%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
EMB
iShares JP Morgan USD Emerging Markets Bond ETF
1.25%
▲ 6.95%
21
Sell
Nov 07, 2024
DLY
DoubleLine Yield Opportunities Fund
1.58%
▼ 18.89%
27
Close
Nov 06, 2024
DSL
DoubleLine Income Solutions Fund
1.58%
▼ 33.97%
33
Close
Nov 06, 2024
PDO
PIMCO Dynamic Income Opportunities
1.05%
▲ 4.69%
15
Close
Nov 06, 2024
AWF
AllianceBernstein Global High Income Fund Inc
1.29%
▼ 18.09%
30
Buy
Aug 16, 2024
META
Meta Platforms
6.94%
▲ 74.93%
11
Sell
Aug 16, 2024
CVS
CVS Health
―
▼ 5.03%
12
Sell
Aug 16, 2024
SCHD
Schwab US Dividend Equity ETF
0.56%
▼ 0.13%
12
Sell
Aug 16, 2024
MCO
Moody's
1.56%
▲ 36.70%
9
Buy
Aug 16, 2024
ARM
ARM Holdings PLC ADR
0.66%
▲ 29.09%
3
Buy
Aug 16, 2024
LRCX
Lam Research
0.07%
▼ 26.30%
4
Sell
Aug 16, 2024
SCHG
Schwab U.S. Large-Cap Growth ETF
0.83%
▲ 6.10%
4
Sell
Aug 16, 2024
AAPL
Apple
2.37%
▲ 25.96%
15
Buy
Aug 15, 2024
KMI
Kinder Morgan
2.06%
▲ 21.99%
15
Buy
Aug 15, 2024
QCOM
Qualcomm
0.63%
▼ 19.77%
8
Buy
Aug 14, 2024
GOOG
Alphabet Class C
6.58%
▲ 21.91%
14
Buy
Aug 14, 2024
EPD
Enterprise Products Partners
0.62%
▲ 11.85%
11
Buy
Aug 14, 2024
BKNG
Booking Holdings
2.29%
▲ 31.73%
3
Buy
Aug 12, 2024
COST
Costco
1.04%
▲ 67.68%
14
Buy
Aug 09, 2024
AVGO
Broadcom
1.33%
▲ 217.60%
17
Buy
Aug 09, 2024