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Brokerage - New Portfolio

Performance Portfolio Details

DAVID SHAW

Brokerage

Individual Investor

Ranked #466,574 out of 766,394 TipRanks' Investors

Success Rate

2012 out of 4598
profitable transactions

Average Return

-3.41%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

11.53% AMZN

6.92% META

6.73% GOOG

3.71% MSFT

3.40% WMB

67.71% Others

By Assets

88.00% Stocks

7.68% Funds

4.10% ETFs

0.21% Cash

0.00% Cryptocurrency

By Sector

17.94% Technology

16.59% Communication Services

16.30% Consumer Cyclical

11.81% General

11.44% Energy

25.91% Other

Portfolio Holdings

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To view investors' portfolios

WMB

Williams Co

$56.74

$0.16

(0.28%)

premium

10 Buy

4 Hold

0 Sell

Moderate Buy

premium

$69.36B

63.13%

FATE

Fate Therapeutics

$2.38

$0.18

(7.03%)

premium

3 Buy

9 Hold

0 Sell

Hold

premium

$291.53M

24.27%

ABBV

AbbVie

$171.09

$3.34

(1.91%)

premium

12 Buy

6 Hold

0 Sell

Moderate Buy

premium

$308.24B

25.86%

AEGY

Alternative Energy Partners

<$0.01

(0%)

premium

―

premium

$4.11K

―

QCOM

Qualcomm

$163.41

$4.88

(2.9%)

premium

11 Buy

8 Hold

1 Sell

Moderate Buy

premium

$186.97B

35.49%

QUBT

Quantum Computing

$1.38

$0.03

(2.13%)

premium

―

premium

$139.71M

98.59%

AWF < FUND >

AllianceBernstein Global High Income Fund Inc

$10.89

$0.12

(1.09%)

premium

―

premium

$949.39M

16.03%

KURA

Kura Oncology

$18.57

$1.01

(5.75%)

premium

9 Buy

2 Hold

0 Sell

Strong Buy

premium

$1.37B

106.10%

DLR

Digital Realty

$180.79

$2.06

(1.13%)

premium

11 Buy

5 Hold

1 Sell

Moderate Buy

premium

$60.65B

42.02%

RITM

Rithm Capital

$10.73

$0.08

(0.74%)

premium

4 Buy

0 Hold

0 Sell

Strong Buy

premium

$5.62B

10.53%

COP

Conocophillips

$110.64

$1.41

(1.26%)

premium

11 Buy

3 Hold

0 Sell

Strong Buy

premium

$128.96B

-3.08%

TMO

Thermo Fisher

$540.75

$6.17

(1.13%)

premium

15 Buy

3 Hold

0 Sell

Strong Buy

premium

$209.20B

21.96%

BEAM

Beam Therapeutics

$27.94

$2.41

(7.94%)

premium

7 Buy

4 Hold

0 Sell

Moderate Buy

premium

$2.51B

36.96%

UTF

Cohen & Steers Infrastructure Fund

$25.03

$0.515

(2.02%)

premium

―

premium

―

27.61%

JNJ

Johnson & Johnson

$152.64

$2.4

(1.55%)

premium

5 Buy

8 Hold

0 Sell

Moderate Buy

premium

$373.28B

5.29%

PEP

PepsiCo

$164.34

$0.08

(0.05%)

premium

6 Buy

9 Hold

0 Sell

Moderate Buy

premium

$225.36B

-1.59%

XOM

Exxon Mobil

$120.35

$0.12

(0.1%)

premium

12 Buy

7 Hold

1 Sell

Moderate Buy

premium

$529.48B

16.11%

ZTEK

Zentek

$0.84

$0.025

(3.13%)

premium

―

premium

$81.00M

-32.62%

OBDC

Blue Owl Capital

$14.73

$0.13

(0.87%)

premium

3 Buy

1 Hold

1 Sell

Moderate Buy

premium

$5.80B

3.63%

AMZN

Amazon

$208.91

$2.07

(1%)

premium

44 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.17T

44.08%

AAPL

Apple

$224.23

(0%)

premium

24 Buy

8 Hold

2 Sell

Moderate Buy

premium

$3.39T

20.29%

AGTK

Agritek Holdings

<$0.01

(0%)

premium

―

premium

$54.00

0.00%

NVDA

Nvidia

$148.29

$3.03

(2.09%)

premium

39 Buy

3 Hold

0 Sell

Strong Buy

premium

$3.56T

200.53%

EDIT

Editas Medicine

$3.07

$0.23

(6.97%)

premium

9 Buy

6 Hold

0 Sell

Moderate Buy

premium

$272.41M

-56.97%

NTLA

Intellia Therapeutics

$16.65

$0.85

(4.86%)

premium

17 Buy

4 Hold

0 Sell

Strong Buy

premium

$1.78B

-27.48%

TSHA

Taysha Gene Therapies

$2.39

$0.76

(46.63%)

premium

9 Buy

0 Hold

0 Sell

Strong Buy

premium

$334.06M

8.30%

GOOG

Alphabet Class C

$183.32

$1.35

(0.74%)

premium

9 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.22T

35.74%

ASG < FUND >

Liberty All-Star Growth Fund Inc

$5.98

$0.09

(1.48%)

premium

―

premium

$353.50M

23.46%

VICI

VICI Properties

$31.20

$0.08

(0.26%)

premium

7 Buy

2 Hold

0 Sell

Strong Buy

premium

$32.97B

9.91%

QURE

uniQure

$6.73

$0.93

(12.14%)

premium

8 Buy

3 Hold

0 Sell

Moderate Buy

premium

$373.37M

26.40%

USA < FUND >

Liberty All Star Equity Fund

$7.45

$0.03

(0.4%)

premium

―

premium

$2.01B

20.45%

COST

Costco

$932.38

$0.5

(0.05%)

premium

17 Buy

8 Hold

0 Sell

Moderate Buy

premium

$413.33B

61.64%

ARCC

Ares Capital

$21.53

$0.06

(0.28%)

premium

7 Buy

3 Hold

0 Sell

Moderate Buy

premium

$13.95B

10.10%

AZN

AstraZeneca

$65.19

$0.4

(0.62%)

premium

5 Buy

1 Hold

0 Sell

Strong Buy

premium

$199.07B

2.56%

VRTX

Vertex Pharmaceuticals

$490.00

$11.72

(2.34%)

premium

16 Buy

10 Hold

2 Sell

Moderate Buy

premium

$129.21B

34.27%

MSFT

Microsoft

$423.03

$5.02

(1.2%)

premium

26 Buy

3 Hold

0 Sell

Strong Buy

premium

$3.11T

13.08%

DLY < FUND >

DoubleLine Yield Opportunities Fund

$16.32

$0.18

(1.09%)

premium

―

premium

$791.11M

15.87%

DSL < FUND >

DoubleLine Income Solutions Fund

$12.72

$0.13

(1.01%)

premium

―

premium

$1.31B

12.59%

VPOR

Vapor Group

<$0.01

(0%)

premium

―

premium

$27.30K

―

ENPH

Enphase Energy

$60.09

$3.57

(5.61%)

premium

14 Buy

12 Hold

4 Sell

Moderate Buy

premium

$8.60B

-18.36%

IOVA

Iovance Biotherapeutics

$9.69

$0.96

(9.01%)

premium

9 Buy

1 Hold

0 Sell

Strong Buy

premium

$3.25B

168.26%

META

Meta Platforms

$584.82

$1.65

(0.28%)

premium

41 Buy

3 Hold

1 Sell

Strong Buy

premium

$1.47T

77.38%

AVGO

Broadcom

$176.22

$2.69

(1.5%)

premium

23 Buy

3 Hold

0 Sell

Strong Buy

premium

$835.61B

86.85%

Mastercard

$529.17

$0.95

(0.18%)

premium

21 Buy

4 Hold

0 Sell

Strong Buy

premium

$486.56B

34.42%

AMD

Advanced Micro Devices

$143.63

$3.72

(2.52%)

premium

26 Buy

7 Hold

0 Sell

Strong Buy

premium

$239.12B

24.25%

TSM

Taiwan Semiconductor Manufacturing

$191.77

$2.28

(1.17%)

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$868.17B

99.15%

MCHP

Microchip

$67.30

$2.58

(3.69%)

premium

11 Buy

4 Hold

0 Sell

Moderate Buy

premium

$37.53B

-9.90%

KMI

Kinder Morgan

$27.18

$0.09

(0.33%)

premium

6 Buy

6 Hold

0 Sell

Moderate Buy

premium

$60.58B

65.88%

Visa

$309.85

$0.48

(0.15%)

premium

22 Buy

4 Hold

0 Sell

Strong Buy

premium

$593.51B

26.78%

ENB

Enbridge

$42.18

$0.6

(1.4%)

premium

4 Buy

7 Hold

0 Sell

Moderate Buy

premium

$93.06B

28.08%

SCHD < ETF >

Schwab US Dividend Equity ETF

$28.91

$0.25

(0.86%)

premium

413 Buy

421 Hold

72 Sell

Moderate Buy

premium

$65.80B

25.95%

CRM

Salesforce

$341.15

$0.58

(0.17%)

premium

32 Buy

9 Hold

1 Sell

Moderate Buy

premium

$326.69B

59.96%

TTE

TotalEnergies

$59.57

$1.51

(2.47%)

premium

3 Buy

3 Hold

0 Sell

Moderate Buy

premium

$141.96B

-8.26%

MRK

Merck & Company

$98.58

$2.15

(2.13%)

premium

16 Buy

4 Hold

0 Sell

Strong Buy

premium

$254.81B

-0.65%

EPD

Enterprise Products Partners

$30.43

$0.14

(0.46%)

premium

7 Buy

1 Hold

0 Sell

Strong Buy

premium

$66.26B

17.67%

PDI

PIMCO Dynamic

$19.49

$0.04

(0.2%)

premium

―

premium

―

15.29%

NFLX

Netflix

$819.50

$14.06

(1.75%)

premium

25 Buy

10 Hold

2 Sell

Moderate Buy

premium

$344.29B

80.09%

CVX

Chevron

$155.29

$1.21

(0.77%)

premium

11 Buy

4 Hold

0 Sell

Moderate Buy

premium

$281.24B

9.48%

GRA

NanoXplore Inc

C$2.34

C$0.01

(0.43%)

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

C$400.93M

15.76%

TXRH

Texas Roadhouse

$196.19

$1.71

(0.88%)

premium

10 Buy

11 Hold

0 Sell

Moderate Buy

premium

$12.97B

86.66%

NAD < FUND >

Nuveen Quality Municipal Income Fund of Benef.Interest

$12.02

$0.08

(0.66%)

premium

―

premium

$2.82B

15.01%

NEA < FUND >

Nuveen AMT-Free Quality Municipal Income Fund of Benef Interest

$11.49

$0.08

(0.69%)

premium

―

premium

$3.46B

13.92%

AMLP < ETF >

Alerian MLP ETF

$47.85

$0.28

(0.58%)

premium

34 Buy

28 Hold

11 Sell

Hold

premium

$9.40B

15.73%

Dominion Energy

$57.03

$1.12

(1.93%)

premium

2 Buy

11 Hold

0 Sell

Hold

premium

$48.85B

29.34%

SPGI

S&P Global

$503.47

$3.79

(0.75%)

premium

14 Buy

1 Hold

0 Sell

Strong Buy

premium

$157.40B

28.75%

PDO

PIMCO Dynamic Income Opportunities

$13.48

$0.092

(0.68%)

premium

―

premium

―

19.03%

MCO

Moody's

$475.48

$2.97

(0.62%)

premium

8 Buy

4 Hold

1 Sell

Moderate Buy

premium

$86.70B

38.85%

JEPI < ETF >

JPMorgan Equity Premium Income ETF

$59.97

$0.11

(0.18%)

premium

1K Buy

602 Hold

52 Sell

Moderate Buy

premium

$37.07B

11.67%

UTG < FUND >

Reaves Utility Income Fund

$33.50

$0.05

(0.15%)

premium

―

premium

$2.64B

32.64%

INTU

Intuit

$699.47

$2.12

(0.3%)

premium

18 Buy

2 Hold

0 Sell

Strong Buy

premium

$195.46B

31.85%

ABR

Arbor Realty

$15.50

$0.14

(0.9%)

premium

2 Buy

2 Hold

2 Sell

Hold

premium

$2.95B

19.75%

BRK.B

Berkshire Hathaway B

$466.29

$1.07

(0.23%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$1.01T

33.32%

EMB < ETF >

iShares JP Morgan USD Emerging Markets Bond ETF

$90.86

$0.71

(0.78%)

premium

―

premium

$15.09B

11.44%

Antero Midstream

$15.41

$0.19

(1.22%)

premium

1 Buy

0 Hold

1 Sell

Hold

premium

$7.51B

24.80%

NVO

Novo Nordisk

$107.06

$2.03

(1.86%)

premium

4 Buy

2 Hold

0 Sell

Moderate Buy

premium

$489.90B

7.81%

FICO

Fair Isaac

$2348.10

$1.9

(0.08%)

premium

7 Buy

3 Hold

0 Sell

Moderate Buy

premium

$57.22B

135.78%

NOW

ServiceNow

$1048.29

$12.28

(1.19%)

premium

25 Buy

2 Hold

1 Sell

Strong Buy

premium

$213.42B

63.21%

SMH < ETF >

VanEck Semiconductor ETF

$251.86

$1.67

(0.66%)

premium

303 Buy

130 Hold

18 Sell

Moderate Buy

premium

$25.89B

65.90%

ARM

ARM Holdings PLC ADR

$139.92

$2.045

(1.44%)

premium

14 Buy

4 Hold

1 Sell

Moderate Buy

premium

$149.21B

171.60%

ANET

Arista Networks

$395.55

$1.76

(0.44%)

premium

10 Buy

3 Hold

0 Sell

Strong Buy

premium

$125.13B

92.08%

ORCL

Oracle

$189.58

$0.45

(0.24%)

premium

19 Buy

13 Hold

0 Sell

Moderate Buy

premium

$524.09B

67.27%

AZPN

Aspen Technology, Inc.

$246.08

$2.6

(1.05%)

premium

4 Buy

3 Hold

0 Sell

Moderate Buy

premium

$15.73B

49.14%

CYBR

CyberArk Software

$300.76

$6.2

(2.1%)

premium

12 Buy

0 Hold

0 Sell

Strong Buy

premium

$12.84B

60.13%

Realty Income

$57.02

$0.63

(1.09%)

premium

4 Buy

6 Hold

0 Sell

Moderate Buy

premium

$50.46B

15.16%

PSX

Phillips 66

$127.70

$0.24

(0.19%)

premium

8 Buy

4 Hold

0 Sell

Moderate Buy

premium

$52.84B

12.78%

LRCX

Lam Research

$75.70

$0.47

(0.62%)

premium

12 Buy

5 Hold

0 Sell

Moderate Buy

premium

$98.01B

11.13%

VRT

Vertiv Holdings

$123.81

$2.99

(2.36%)

premium

9 Buy

0 Hold

0 Sell

Strong Buy

premium

$47.59B

203.13%

SCHG < ETF >

Schwab U.S. Large-Cap Growth ETF

$27.79

$0.03

(0.11%)

premium

3K Buy

1K Hold

127 Sell

Moderate Buy

premium

$35.72B

43.92%

BKNG

Booking Holdings

$5022.92

$42.48

(0.84%)

premium

18 Buy

11 Hold

0 Sell

Moderate Buy

premium

$167.65B

64.77%

GLNCY

Glencore

$9.54

$0.375

(3.78%)

premium

―

premium

$60.85B

-5.03%