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Brokerage - New Portfolio

DAVID SHAW

Brokerage
Individual Investor
Ranked #476,037 out of 851,964 TipRanks' Investors
Success Rate
50%
3986 out of 8010
profitable transactions
Average Return
4.71%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.99%
6-Month Return▲ 9.78%
12-Month Return▲ 21.44%
YTD Return▲ 3.99%
Total Return▲ 94.00%

Best Trade

Opened at
Closed at
Gain▲ 855.75%

Bio

Ira

Performance

12.88%0-12.88%
▲ 9.25%
▲ 5.14%
▲ 9.73%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 3.96%
Jul 2025
▲ 2.76%
▲ 2.05%
▼ 0.14%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 5.59%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 3.50%
Oct 2025
▼ 3.58%
▲ 0.19%
▼ 5.08%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.70%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.99%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 9.25%▲ 5.14%▲ 9.73%
▲ 7.60%▲ 2.30%▲ 3.96%
▲ 2.76%▲ 2.05%▼ 0.14%
▲ 12.88%▲ 3.56%▲ 5.59%
▲ 10.96%▲ 2.38%▲ 3.50%
▼ 3.58%▲ 0.19%▼ 5.08%
▼ 0.10%▲ 0.08%▲ 0.70%
▲ 4.06%▲ 1.47%▲ 3.99%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
JPMorgan Chase
▲ 47.94%
10
Close
Jan 31, 2026
Coca-Cola Bottling Co Consolidated
▼ 8.80%
2
Close
Jan 31, 2026
Quantum Computing
0.5%
▼ 12.67%
9
Buy
Jan 30, 2026
Ares Capital
4.54%
▼ 8.85%
28
Buy
Jan 30, 2026
Meta Platforms
5.03%
▲ 40.35%
43
Buy
Jan 30, 2026
Broadcom
3.1%
▲ 258.38%
47
Buy
Jan 30, 2026
Danaher
0.73%
▲ 8.88%
8
Buy
Jan 30, 2026
Eli Lilly & Co
1.28%
▲ 18.88%
7
Buy
Jan 30, 2026
Vanguard Total Bond Market ETF
4.83%
▲ 2.00%
11
Sell
Jan 30, 2026
Caris Life Sciences, Inc.
1.73%
▼ 16.49%
7
Buy
Jan 30, 2026
USA Rare Earth
0.44%
▼ 22.23%
4
Buy
Jan 30, 2026
Vanguard Dividend Appreciation ETF
1.31%
▲ 0.89%
3
Sell
Jan 30, 2026
Sanmina-Sci
0.37%
▼ 10.63%
3
Buy
Jan 30, 2026
ASML Holding
2.1%
▲ 7.01%
29
Buy
Jan 29, 2026
WisdomTree Floating Rate Treasury Fund
1.56%
▲ 25.07%
4
Buy
Jan 29, 2026
Netflix
2.88%
▲ 27.74%
31
Buy
Jan 27, 2026
MP Materials
0.23%
▲ 20.22%
7
Buy
Jan 27, 2026
Alphabet Class C
14.41%
▲ 41.96%
50
Buy
Jan 22, 2026
Amazon
6.83%
▲ 20.11%
48
Sell
Jan 20, 2026
Advanced Energy
▲ 48.43%
8
Close
Jan 17, 2026