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Brokerage - New Portfolio

DAVID SHAW

Brokerage
Individual Investor
Ranked #406,657 out of 795,368 TipRanks' Investors
Success Rate
45%
2704 out of 6020
profitable transactions
Average Return
-2.00%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
12.92% GOOG
10.07% AMZN
8.97% META
8.11% NFLX
5.26% MSFT
54.67% Others
By Assets
92.83% Stocks
5.39% Cash
1.22% ETFs
0.56% Funds
0.00% Cryptocurrency
By Sector
33.34% Technology
30.65% Communication Services
16.39% Consumer Cyclical
9.63% Financial
5.98% Healthcare
4.00% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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mal7xzqs3ar
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mal7xzqs3ar
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hk3tzro7uq
hk3tzro7uq
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1knabo9gy8i
1knabo9gy8i
1knabo9gy8i
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1knabo9gy8i
premium
1knabo9gy8i
1knabo9gy8i
1knabo9gy8i
pssj0mx
pssj0mx
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premium
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pssj0mx
pssj0mx
9x21p99pmk
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9x21p99pmk
9x21p99pmk
9x21p99pmk
ixu3z0tram
ixu3z0tram
ixu3z0tram
premium
ixu3z0tram
premium
ixu3z0tram
ixu3z0tram
ixu3z0tram
cyyj7jka2x5
cyyj7jka2x5
cyyj7jka2x5
premium
cyyj7jka2x5
premium
cyyj7jka2x5
cyyj7jka2x5
cyyj7jka2x5
lbcum79sqy
lbcum79sqy
lbcum79sqy
premium
lbcum79sqy
premium
lbcum79sqy
lbcum79sqy
lbcum79sqy
gzcfy1
gzcfy1
gzcfy1
premium
gzcfy1
premium
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$55.07
$1.35
(2.39%)
Pre
1.33%
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$68.87B
42.67%
<$0.01
$0
(0%)
premium
premium
$4.11K
$134.40
$9.19
(6.4%)
Pre
0.74%
premium
premium
158.81B
$6.85
$0
(0%)
Pre
0.88%
premium
premium
$940.13M
681.07%
$5.63
$0.34
(5.7%)
Pre
0.36%
premium
11 Buy
3 Hold
0 Sell
Strong Buy
premium
$482.11M
-72.40%
$34.26
$0.63
(1.81%)
Pre
1.66%
premium
12 Buy
6 Hold
1 Sell
Moderate Buy
premium
$3.01B
-43.49%
$14.63
$1.74
(10.63%)
Pre
3.28%
premium
12 Buy
3 Hold
0 Sell
Strong Buy
premium
$1.63B
-39.50%
$181.22
$9.88
(5.17%)
Pre
0.26%
premium
46 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.03T
2.77%
<$0.01
$0
(0%)
premium
premium
$5.44K
0.00%
$107.57
$6.76
(5.91%)
Pre
1.7%
premium
37 Buy
4 Hold
0 Sell
Strong Buy
premium
$2.79T
31.35%
$1.11
$0.04
(3.48%)
Pre
1.8%
premium
3 Buy
5 Hold
1 Sell
Hold
premium
$96.27M
-83.13%
$6.77
$0.31
(4.38%)
Pre
1.92%
premium
15 Buy
4 Hold
1 Sell
Moderate Buy
premium
$732.90M
-72.93%
$155.37
$5.69
(3.53%)
Pre
0.98%
premium
13 Buy
2 Hold
0 Sell
Strong Buy
premium
$1.95T
2.16%
ASG
ASG
< FUND >
$4.68
$0.22
(4.49%)
premium
premium
$284.78M
-13.65%
$1.23
$0
(0%)
Pre
15.45%
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$91.78M
-56.07%
$964.31
$0.88
(0.09%)
Pre
0.77%
premium
20 Buy
6 Hold
0 Sell
Strong Buy
premium
$428.24B
33.58%
$19.84
$1.02
(4.89%)
Pre
0.4%
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$14.28B
2.31%
$475.49
$6.81
(1.41%)
Pre
0.91%
premium
16 Buy
10 Hold
1 Sell
Moderate Buy
premium
$123.99B
21.31%
$381.35
$9.14
(2.34%)
Pre
0.91%
premium
32 Buy
3 Hold
0 Sell
Strong Buy
premium
$2.90T
-7.74%
<$0.01
$0
(0%)
premium
premium
$27.30K
$546.29
$39.48
(6.74%)
Pre
0.59%
premium
42 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.48T
12.68%
$172.30
$12.85
(6.94%)
Pre
0.99%
premium
23 Buy
2 Hold
0 Sell
Strong Buy
premium
$870.57B
33.93%
$546.39
$30.33
(5.26%)
Pre
0.44%
premium
16 Buy
3 Hold
1 Sell
Strong Buy
premium
$63.05B
-38.40%
$68.97
$1.21
(1.72%)
Pre
1.16%
premium
17 Buy
2 Hold
0 Sell
Strong Buy
premium
$88.59B
-1.10%
$151.13
$7.62
(4.8%)
Pre
4.82%
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$620.45B
2.67%
$56.06
$0.19
(0.34%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$516.13B
42.56%
SCHD
SCHD
< ETF >
$24.97
$0.9
(3.48%)
Pre
0.36%
premium
445 Buy
467 Hold
73 Sell
Moderate Buy
premium
$62.62B
-6.62%
$255.12
$9.634
(3.64%)
Pre
0.69%
premium
30 Buy
8 Hold
2 Sell
Moderate Buy
premium
$254.83B
-11.50%
$921.17
$24.3
(2.57%)
Pre
0.74%
premium
30 Buy
10 Hold
1 Sell
Moderate Buy
premium
$404.43B
52.84%
$161.71
$4.29
(2.58%)
Pre
0.8%
premium
9 Buy
10 Hold
0 Sell
Moderate Buy
premium
$11.03B
8.55%
$457.76
$16.23
(3.42%)
Pre
0.15%
premium
14 Buy
0 Hold
0 Sell
Strong Buy
premium
$148.76B
8.24%
$423.03
$15.56
(3.55%)
Pre
0.15%
premium
6 Buy
7 Hold
0 Sell
Moderate Buy
premium
$78.90B
14.08%
JEPI
JEPI
< ETF >
$53.46
$1.34
(2.45%)
Pre
0.24%
premium
1K Buy
585 Hold
57 Sell
Moderate Buy
premium
$35.36B
-3.32%
UTG
UTG
< FUND >
$29.98
$0.17
(0.57%)
Pre
0%
premium
premium
$2.57B
14.21%
$577.47
$17.97
(3.02%)
Pre
0.71%
premium
18 Buy
2 Hold
1 Sell
Strong Buy
premium
$166.75B
-4.98%
$10.44
$0.64
(5.78%)
Pre
0.19%
premium
1 Buy
2 Hold
1 Sell
Hold
premium
$2.10B
-15.94%
$783.49
$42.46
(5.14%)
Pre
0.95%
premium
28 Buy
4 Hold
1 Sell
Strong Buy
premium
$171.14B
7.38%
$100.46
$6.13
(5.75%)
Pre
1.28%
premium
17 Buy
4 Hold
1 Sell
Moderate Buy
premium
$112.35B
-14.85%
$72.65
$3.35
(4.41%)
Pre
1.17%
premium
10 Buy
3 Hold
1 Sell
Moderate Buy
premium
$95.85B
5.47%
$67.73
$5.09
(6.99%)
Pre
1.89%
premium
13 Buy
2 Hold
0 Sell
Strong Buy
premium
$27.73B
-14.10%
$649.55
$37.71
(5.49%)
Pre
2.16%
premium
5 Buy
2 Hold
0 Sell
Moderate Buy
premium
$242.94B
-29.48%
$155.19
$1.62
(1.03%)
Pre
0%
premium
12 Buy
2 Hold
0 Sell
Strong Buy
premium
$90.09B
17.95%
$95.65
$6.02
(5.92%)
Pre
0.02%
premium
18 Buy
0 Hold
0 Sell
Strong Buy
premium
$4.96B
33.35%
$138.24
$11.49
(7.67%)
Pre
1.23%
premium
17 Buy
4 Hold
1 Sell
Moderate Buy
premium
$121.65B
-29.70%
$444.19
$8.4
(1.86%)
Pre
0.27%
premium
6 Buy
8 Hold
0 Sell
Moderate Buy
premium
$122.84B
9.63%
$19.88
$1.65
(7.66%)
Pre
1.66%
premium
1 Buy
27 Hold
4 Sell
Hold
premium
$93.88B
-42.12%
$594.40
$15.9
(2.75%)
Pre
0.1%
premium
21 Buy
1 Hold
0 Sell
Strong Buy
premium
$529.16B
28.54%
$152.82
$5.89
(3.71%)
Pre
1.09%
premium
27 Buy
10 Hold
0 Sell
Moderate Buy
premium
$1.95T
1.65%
$57.42
$4.99
(8%)
Pre
3.45%
premium
6 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.85B
-22.94%
$118.03
$15.34
(11.5%)
Pre
1.66%
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
$6.57B
-38.32%
$489.52
$33.43
(6.39%)
Pre
0.71%
premium
16 Buy
6 Hold
0 Sell
Moderate Buy
premium
$187.36B
34.62%
$78.47
$2.12
(2.63%)
Pre
3.06%
premium
9 Buy
6 Hold
0 Sell
Moderate Buy
premium
$28.09B
-20.69%
$35.58
$0.505
(1.44%)
Pre
3.71%
premium
10 Buy
2 Hold
0 Sell
Strong Buy
premium
$56.04B
31.51%
$195.36
$6.76
(3.34%)
Pre
0.69%
premium
26 Buy
5 Hold
0 Sell
Strong Buy
premium
$31.27B
9.88%
$42.20
$6.57
(13.47%)
Pre
2.37%
premium
premium
$436.37
$0.69
(0.16%)
Pre
0%
premium
13 Buy
3 Hold
0 Sell
Strong Buy
premium
$98.63B
-13.07%
$99.95
$7.1
(6.63%)
Pre
0.15%
premium
6 Buy
3 Hold
0 Sell
Moderate Buy
premium
$30.52B
-26.17%