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Brokerage - New Portfolio

DAVID SHAW

Brokerage
Individual Investor
Ranked #460,902 out of 812,326 TipRanks' Investors
Success Rate
49%
3236 out of 6644
profitable transactions
Average Return
1.24%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.36%
6-Month Return▲ 11.53%
12-Month Return▲ 20.25%
YTD Return▲ 15.71%
Total Return▲ 75.25%

Best Trade

Opened at
Closed at-
Gain▲ 671.16%

Bio

Ira

Performance

27.86%0-27.86%
▲ 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%
▼ 6.79%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 9.44%
May 2025
▲ 6.24%
▲ 5.14%
▲ 9.48%
Jun 2025
▲ 27.86%
▲ 2.30%
▲ 4.20%
Jul 2025
▲ 0.42%
▲ 0.11%
▲ 1.06%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 3.51%
▼ 12.86%▼ 1.27%▲ 0.35%
▼ 1.80%▼ 5.57%▼ 5.27%
▲ 1.84%▼ 0.87%▼ 6.79%
▲ 12.20%▲ 6.28%▲ 9.44%
▲ 6.24%▲ 5.14%▲ 9.48%
▲ 27.86%▲ 2.30%▲ 4.20%
▲ 0.42%▲ 0.11%▲ 1.06%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Schwab US TIPS ETF
6.7%
▲ 1.25%
3
Buy
Aug 07, 2025
Duolingo
0.42%
▲ 5.08%
3
Buy
Aug 07, 2025
JPMorgan Equity Premium Income ETF
0.77%
▲ 3.47%
19
Buy
Aug 05, 2025
Vanguard Total Bond Market ETF
6.7%
▲ 1.78%
3
Buy
Aug 05, 2025
iShares 0-3 Month Treasury Bond ETF
▲ 0.01%
4
Sell
Aug 02, 2025
Amazon
8.14%
▲ 22.15%
34
Buy
Aug 01, 2025
Nvidia
6.23%
▲ 88.25%
30
Buy
Aug 01, 2025
Microsoft
5%
▲ 32.13%
30
Buy
Aug 01, 2025
International Business Machines
1.32%
▼ 7.12%
8
Buy
Aug 01, 2025
Applied Materials
3.22%
▼ 7.95%
6
Buy
Aug 01, 2025
Equifax
0.88%
▼ 3.97%
7
Buy
Aug 01, 2025
Viper Energy
0.14%
▲ 0.94%
3
Buy
Aug 01, 2025
Alphabet Class C
8.41%
▲ 20.87%
36
Buy
Jul 31, 2025
DoubleLine Yield Opportunities Fund
0.7%
▼ 18.07%
38
Buy
Jul 31, 2025
Meta Platforms
4.26%
▲ 76.06%
30
Sell
Jul 31, 2025
Reaves Utility Income Fund
0.69%
▲ 13.34%
20
Buy
Jul 31, 2025
ServiceNow
0.12%
▲ 23.51%
5
Buy
Jul 31, 2025
Cognizant
0.12%
▼ 7.84%
1
Buy
Jul 31, 2025
MP Materials
0.8%
▲ 60.41%
4
Buy
Jul 30, 2025
Cal-Maine Foods
▲ 2.98%
2
Sell
Jul 29, 2025