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Brokerage - New Portfolio

PerformancePortfolio Details

DAVID SHAW

Brokerage
Individual Investor
Ranked #451,577 out of 764,637 TipRanks' Investors
Success Rate
44%
1968 out of 4516
profitable transactions
Average Return
-4.14%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.16%
6-Month Return▲ 13.62%
12-Month Return▲ 29.09%
YTD Return▲ 17.06%
Total Return▲ 45.36%

Best Trade

AssetImmunoGen (IMGN)
Opened at
Closed at
Gain▲ 330.17%

Bio

Ira

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 5.25%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.37%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.12%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.11%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.57%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.35%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 1.00%
Oct 2024
▼ 2.57%
▲ 0.42%
▲ 0.28%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 5.25%
▲ 11.46%▲ 5.06%▲ 5.37%
▼ 2.25%▲ 3.53%▲ 4.12%
▲ 25.72%▲ 1.21%▲ 3.11%
▼ 4.21%▲ 2.34%▲ 1.57%
▲ 7.82%▲ 2.10%▲ 1.35%
▲ 6.02%▼ 0.89%▼ 1.00%
▼ 2.57%▲ 0.42%▲ 0.28%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
EMB
iShares JP Morgan USD Emerging Markets Bond ETF
1.29%
▲ 6.95%
19
Close
Oct 15, 2024
AWF
AllianceBernstein Global High Income Fund Inc
1.33%
▼ 18.39%
30
Buy
Aug 16, 2024
META
Meta Platforms
6.93%
▲ 71.27%
11
Sell
Aug 16, 2024
CVS
CVS Health
―
▼ 5.03%
12
Sell
Aug 16, 2024
SCHD
Schwab US Dividend Equity ETF
0.57%
▼ 0.41%
12
Sell
Aug 16, 2024
MCO
Moody's
1.56%
▲ 30.73%
9
Buy
Aug 16, 2024
ARM
ARM Holdings PLC ADR
0.66%
▲ 23.84%
3
Buy
Aug 16, 2024
LRCX
Lam Research
0.07%
▼ 29.50%
4
Sell
Aug 16, 2024
SCHG
Schwab U.S. Large-Cap Growth ETF
0.82%
▼ 0.01%
4
Sell
Aug 16, 2024
AAPL
Apple
2.42%
▲ 24.85%
15
Buy
Aug 15, 2024
KMI
Kinder Morgan
1.93%
▲ 17.26%
15
Buy
Aug 15, 2024
QCOM
Qualcomm
0.65%
▼ 20.68%
8
Buy
Aug 14, 2024
GOOG
Alphabet Class C
6.52%
▲ 19.64%
14
Buy
Aug 14, 2024
EPD
Enterprise Products Partners
0.61%
▲ 9.42%
11
Buy
Aug 14, 2024
BKNG
Booking Holdings
2.32%
▲ 26.56%
3
Buy
Aug 12, 2024
COST
Costco
1.02%
▲ 55.86%
14
Buy
Aug 09, 2024
AVGO
Broadcom
1.28%
▲ 192.14%
17
Buy
Aug 09, 2024
MA
Mastercard
1.88%
▲ 12.88%
9
Buy
Aug 09, 2024
TSM
Taiwan Semiconductor Manufacturing
1.89%
▲ 26.20%
6
Buy
Aug 09, 2024
GH
Guardant Health
―
▼ 15.49%
2
Close
Aug 09, 2024