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Brokerage - New Portfolio

DAVID SHAW

Brokerage
Individual Investor
Ranked #424,326 out of 743,457 TipRanks' Investors
Success Rate
41%
1780 out of 4322
profitable transactions
Average Return
-5.56%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 59.19%
6-Month Return▲ 160.08%
12-Month Return▲ 180.28%
YTD Return▲ 158.14%
Total Return▲ 219.90%

Best Trade

Opened at
Closed at
Gain▲ 330.17%

Bio

Ira

Performance

59.81%0-59.81%
▲ 5.14%
▲ 4.57%
▲ 6.05%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.21%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 6.90%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.08%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.32%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 59.60%
May 2024
▼ 2.25%
▲ 3.53%
▲ 59.81%
Jun 2024
▲ 0.26%
▲ 0.21%
▲ 0.14%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 6.05%
▼ 1.87%▲ 1.59%▼ 1.21%
▲ 14.08%▲ 5.22%▲ 6.90%
▲ 5.05%▲ 3.27%▲ 1.08%
▼ 12.40%▼ 4.03%▼ 5.32%
▲ 11.46%▲ 5.06%▲ 59.60%
▼ 2.25%▲ 3.53%▲ 59.81%
▲ 0.26%▲ 0.21%▲ 0.14%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AbbVie
0.24%
▲ 24.41%
8
Buy
Jun 28, 2024
Cohen & Steers Infrastructure Fund
0.73%
▼ 18.14%
24
Buy
Jun 28, 2024
PepsiCo
0.84%
▲ 11.08%
12
Buy
Jun 28, 2024
Ares Capital
1.71%
▼ 5.22%
13
Buy
Jun 28, 2024
DoubleLine Income Solutions Fund
1.56%
▼ 37.40%
30
Buy
Jun 28, 2024
Broadcom
1.24%
▲ 208.34%
13
Buy
Jun 28, 2024
Nuveen Quality Municipal Income Fund of Benef.Interest
0.56%
▼ 1.81%
14
Buy
Jun 28, 2024
Nuveen AMT-Free Quality Municipal Income Fund of Benef Interest
0.59%
▼ 1.87%
14
Buy
Jun 28, 2024
PIMCO Dynamic Income Opportunities
1.03%
▲ 3.34%
12
Buy
Jun 28, 2024
Reaves Utility Income Fund
0.75%
▼ 1.01%
14
Buy
Jun 28, 2024
Phillips 66
0.22%
▼ 0.55%
1
Buy
Jun 28, 2024
Lam Research
0.34%
▼ 0.15%
1
Buy
Jun 28, 2024
Fate Therapeutics
▼ 89.73%
5
Sell
Jun 27, 2024
Digital Realty
0.74%
▲ 11.60%
11
Buy
Jun 27, 2024
Crispr Therapeutics AG
▼ 27.53%
10
Close
Jun 27, 2024
W. P. Carey Inc.
▼ 15.60%
16
Close
Jun 27, 2024
uniQure
▼ 88.99%
4
Sell
Jun 27, 2024
BlackRock Science & Technology Trust
▼ 25.93%
17
Sell
Jun 27, 2024
DoubleLine Yield Opportunities Fund
1.56%
▼ 22.31%
24
Buy
Jun 27, 2024
Chipotle
3.06%
▲ 48.16%
5
Sell
Jun 27, 2024