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Brokerage - New Portfolio

DAVID SHAW

Brokerage
Individual Investor
Ranked #463,988 out of 832,231 TipRanks' Investors
Success Rate
50%
3920 out of 7826
profitable transactions
Average Return
4.86%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.37%
6-Month Return▲ 15.50%
12-Month Return▲ 20.13%
YTD Return▲ 22.97%
Total Return▲ 89.97%

Best Trade

Opened at
Closed at
Gain▲ 855.75%

Bio

Ira

Performance

12.88%0-12.88%
▲ 11.64%
▲ 6.28%
▲ 10.97%
May 2025
▲ 9.25%
▲ 5.14%
▲ 9.72%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 3.96%
Jul 2025
▲ 2.76%
▲ 2.05%
▼ 0.18%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 5.53%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 3.59%
Oct 2025
▼ 3.44%
▲ 0.19%
▼ 5.12%
Nov 2025
▲ 2.00%
▲ 0.85%
▲ 2.65%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.64%▲ 6.28%▲ 10.97%
▲ 9.25%▲ 5.14%▲ 9.72%
▲ 7.60%▲ 2.30%▲ 3.96%
▲ 2.76%▲ 2.05%▼ 0.18%
▲ 12.88%▲ 3.56%▲ 5.53%
▲ 10.96%▲ 2.38%▲ 3.59%
▼ 3.44%▲ 0.19%▼ 5.12%
▲ 2.00%▲ 0.85%▲ 2.65%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Chevron
1.26%
▲ 12.06%
15
Buy
Dec 10, 2025
iShares TIPS Bond ETF
1.89%
▼ 0.45%
2
Buy
Dec 10, 2025
WisdomTree Floating Rate Treasury Fund
1.56%
▲ 99.94%
2
Sell
Dec 10, 2025
FirstCash
0.28%
▲ 3.59%
1
Buy
Dec 10, 2025
EOG Resources
▲ 13.44%
17
Close
Dec 09, 2025
Amazon
13.14%
▲ 18.25%
47
Buy
Dec 09, 2025
Nvidia
▲ 59.60%
40
Close
Dec 09, 2025
Meta Platforms
4.14%
▲ 40.56%
40
Buy
Dec 09, 2025
Schwab US Dividend Equity ETF
1.93%
▼ 5.86%
19
Buy
Dec 09, 2025
Netflix
1.17%
▲ 32.23%
26
Buy
Dec 09, 2025
Energy Transfer
▼ 2.81%
8
Close
Dec 09, 2025
Nebius Group
▲ 11.41%
4
Close
Dec 09, 2025
Vanguard Dividend Appreciation ETF
2.57%
▲ 1.09%
1
Buy
Dec 09, 2025
Regeneron
1.39%
▲ 22.54%
8
Buy
Dec 05, 2025
Advanced Energy
0.7%
▲ 33.50%
6
Buy
Dec 05, 2025
Crane Harbor Acquisition Corp. Class A
0.09%
▼ 5.11%
2
Buy
Dec 05, 2025
Kraken Robotics Systems Inc
0.17%
▼ 4.88%
2
Buy
Dec 05, 2025
Kraken Robotics Systems Inc
▲ 12.60%
2
Sell
Dec 04, 2025
Broadcom
1.36%
▲ 290.23%
40
Sell
Dec 03, 2025
Mastercard
5.74%
▲ 6.85%
24
Buy
Dec 03, 2025