Education

Personal Finance How To Use TipRanks TipRanks Labs Webinar Center Glossary FAQs

About Us

About TipRanks Contact Us Careers Reviews Mobile APP

Working with TipRanks

Enterprise Solutions Advertise with Us Top Online Brokers Become an Affiliate TipRanks News Wire

TOOLS

Top Smart Score Stocks

STOCKS

Research Tools

Most Visited Websites

Daily Feeds

Daily Analyst Ratings

Daily Insider Trading Tracker

Calendars

Economic Indicators

Economic Indicators Center

Inflation Rate

Unemployment Rate

Federal Funds Rate

Class Actions

Calculators

Dividend Calculator

Dividend Yield Calculator

Options Profit Calculator

Dollar Cost Averaging

Technical Analysis Screener

Dividend Center

Best Dividend Stocks

Popular

Best High Yield Dividend Stocks

Dividend Aristocrats

Dividend Stock Comparison

New

Dividend Calculator

Dividend Returns Comparison

Dividend Calendar

Top Analysts

Top Financial Bloggers

Top-Performing Corporate Insiders

Top Hedge Fund Managers

Top Research Firms

Top Individual Investors

News

Portfolio

Personal Finance Center

Mortgages

Loans

Investing & Retirement

Spending & Savings

Calculators

Compound Interest Calculator

Student Loan Calculator

401k Retirement Calculator

Education

About Us

Working with TipRanks

Brokerage - New Portfolio

Performance Portfolio Details

DAVID SHAW

Brokerage

Individual Investor

Ranked #462,677 out of 775,923 TipRanks' Investors

Success Rate

2164 out of 4832
profitable transactions

Average Return

-1.99%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

12.38% AMZN

7.07% GOOG

6.91% META

3.82% MSFT

3.24% NFLX

66.58% Others

By Assets

88.39% Stocks

7.37% Funds

4.02% ETFs

0.21% Cash

0.00% Cryptocurrency

By Sector

19.02% Technology

17.22% Communication Services

17.07% Consumer Cyclical

11.41% General

10.79% Energy

24.49% Other

Portfolio Holdings

pfxcmwrm

premium

pfxcmwrm

premium

pfxcmwrm

ht7iupv

premium

ht7iupv

premium

ht7iupv

cggwdxf2yhp

premium

cggwdxf2yhp

premium

cggwdxf2yhp

1jiz2ojoj3d

premium

1jiz2ojoj3d

premium

1jiz2ojoj3d

l57qp607rto

premium

l57qp607rto

premium

l57qp607rto

ep9w9efos8

premium

ep9w9efos8

premium

ep9w9efos8

6283j6kcr4w

premium

6283j6kcr4w

premium

6283j6kcr4w

dtvyeoji23

premium

dtvyeoji23

premium

dtvyeoji23

kv496pwi7d

premium

kv496pwi7d

premium

kv496pwi7d

9o8nr4ps

premium

9o8nr4ps

premium

9o8nr4ps

To view investors' portfolios

WMB

Williams Co

$53.49

$0.92

(1.75%)

premium

11 Buy

5 Hold

0 Sell

Moderate Buy

premium

$65.20B

52.22%

FATE

Fate Therapeutics

$1.68

$0.02

(1.2%)

premium

3 Buy

9 Hold

0 Sell

Hold

premium

$191.34M

-50.88%

ABBV

AbbVie

$175.58

$4.06

(2.37%)

premium

13 Buy

6 Hold

0 Sell

Moderate Buy

premium

$310.27B

13.32%

AEGY

Alternative Energy Partners

<$0.01

(0%)

premium

―

premium

$4.11K

―

QCOM

Qualcomm

$152.89

$2.49

(1.66%)

premium

11 Buy

10 Hold

1 Sell

Moderate Buy

premium

$169.86B

6.55%

QUBT

Quantum Computing

$17.62

$2.48

(16.38%)

premium

―

premium

$2.12B

1857.78%

AWF < FUND >

AllianceBernstein Global High Income Fund Inc

$10.58

$0.02

(0.19%)

premium

―

premium

$912.31M

4.86%

KURA

Kura Oncology

$9.01

$0.04

(0.45%)

premium

12 Buy

2 Hold

0 Sell

Strong Buy

premium

$700.65M

-34.19%

DLR

Digital Realty

$178.57

$1.76

(1%)

premium

11 Buy

5 Hold

1 Sell

Moderate Buy

premium

$59.23B

32.16%

RITM

Rithm Capital

$10.94

$0.27

(2.53%)

premium

4 Buy

0 Hold

0 Sell

Strong Buy

premium

$5.69B

-0.81%

COP

Conocophillips

$95.12

$0.06

(0.06%)

premium

14 Buy

2 Hold

0 Sell

Strong Buy

premium

$123.04B

-19.16%

TMO

Thermo Fisher

$524.05

$7.36

(1.42%)

premium

13 Buy

2 Hold

0 Sell

Strong Buy

premium

$200.45B

-0.95%

BEAM

Beam Therapeutics

$29.01

$2.16

(8.04%)

premium

9 Buy

5 Hold

0 Sell

Moderate Buy

premium

$2.40B

-1.59%

UTF

Cohen & Steers Infrastructure Fund

$23.41

$0.21

(0.91%)

premium

―

premium

―

10.22%

JNJ

Johnson & Johnson

$144.47

$0.89

(0.62%)

premium

5 Buy

10 Hold

0 Sell

Moderate Buy

premium

$347.83B

-7.07%

PEP

PepsiCo

$152.79

$1.32

(0.87%)

premium

7 Buy

7 Hold

0 Sell

Moderate Buy

premium

$209.63B

-8.49%

XOM

Exxon Mobil

$105.87

$0.36

(0.34%)

premium

12 Buy

7 Hold

1 Sell

Moderate Buy

premium

$465.31B

3.89%

ZTEK

Zentek

$0.86

$0.04

(4.44%)

premium

―

premium

$89.97M

-20.15%

OBDC

Blue Owl Capital

$15.19

$0.03

(0.2%)

premium

4 Buy

0 Hold

2 Sell

Moderate Buy

premium

$5.93B

1.27%

AMZN

Amazon

$224.92

$1.63

(0.73%)

premium

46 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.37T

46.60%

AAPL

Apple

$254.49

$4.7

(1.88%)

premium

19 Buy

9 Hold

2 Sell

Moderate Buy

premium

$3.85T

31.45%

AGTK

Agritek Holdings

<$0.01

<$0.001

(9900%)

premium

―

premium

$5.44K

0.00%

NVDA

Nvidia

$134.70

$4.02

(3.08%)

premium

37 Buy

3 Hold

0 Sell

Strong Buy

premium

$3.30T

175.86%

EDIT

Editas Medicine

$1.31

$0.03

(2.24%)

premium

4 Buy

11 Hold

2 Sell

Hold

premium

$108.14M

-87.90%

NTLA

Intellia Therapeutics

$12.18

$0.1

(0.83%)

premium

17 Buy

5 Hold

0 Sell

Strong Buy

premium

$1.24B

-59.67%

TSHA

Taysha Gene Therapies

$1.85

(0%)

premium

10 Buy

0 Hold

0 Sell

Strong Buy

premium

$379.15M

25.00%

GOOG

Alphabet Class C

$192.96

$3.26

(1.72%)

premium

9 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.35T

36.08%

ASG < FUND >

Liberty All-Star Growth Fund Inc

$5.70

$0.09

(1.6%)

premium

―

premium

$331.95M

7.14%

VICI

VICI Properties

$28.79

$0.52

(1.84%)

premium

7 Buy

4 Hold

0 Sell

Moderate Buy

premium

$30.35B

-8.37%

QURE

uniQure

$16.98

$1.51

(9.76%)

premium

9 Buy

2 Hold

0 Sell

Strong Buy

premium

$827.66M

168.67%

USA < FUND >

Liberty All Star Equity Fund

$6.96

$0.14

(2.05%)

premium

―

premium

$1.89B

9.09%

COST

Costco

$954.07

$0.73

(0.08%)

premium

18 Buy

8 Hold

0 Sell

Moderate Buy

premium

$423.51B

42.06%

ARCC

Ares Capital

$21.38

$0.25

(1.18%)

premium

9 Buy

2 Hold

0 Sell

Strong Buy

premium

$13.81B

8.20%

AZN

AstraZeneca

$65.35

$0.91

(1.41%)

premium

5 Buy

1 Hold

0 Sell

Strong Buy

premium

$199.81B

-1.42%

VRTX

Vertex Pharmaceuticals

$397.27

$0.63

(0.16%)

premium

18 Buy

10 Hold

2 Sell

Moderate Buy

premium

$102.31B

-1.97%

MSFT

Microsoft

$436.60

$0.43

(0.1%)

premium

27 Buy

2 Hold

0 Sell

Strong Buy

premium

$3.25T

16.56%

DLY < FUND >

DoubleLine Yield Opportunities Fund

$15.86

$0.1

(0.63%)

premium

―

premium

$760.42M

8.55%

DSL < FUND >

DoubleLine Income Solutions Fund

$12.47

$0.11

(0.89%)

premium

―

premium

$1.27B

4.00%

VPOR

Vapor Group

<$0.01

(0%)

premium

―

premium

$27.30K

―

ENPH

Enphase Energy

$71.45

$5.65

(8.59%)

premium

14 Buy

12 Hold

3 Sell

Moderate Buy

premium

$9.65B

-46.62%

IOVA

Iovance Biotherapeutics

$7.38

$0.16

(2.22%)

premium

8 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.25B

-11.51%

META

Meta Platforms

$585.25

$10.32

(1.73%)

premium

40 Buy

3 Hold

1 Sell

Strong Buy

premium

$1.48T

65.61%

AVGO

Broadcom

$220.79

$2.47

(1.13%)

premium

23 Buy

3 Hold

0 Sell

Strong Buy

premium

$1.03T

96.79%

Mastercard

$528.03

$4.75

(0.91%)

premium

22 Buy

2 Hold

0 Sell

Strong Buy

premium

$484.64B

24.51%

AMD

Advanced Micro Devices

$119.21

$0.33

(0.28%)

premium

22 Buy

8 Hold

0 Sell

Moderate Buy

premium

$193.45B

-14.61%

TSM

Taiwan Semiconductor Manufacturing

$197.21

$2.57

(1.32%)

premium

6 Buy

0 Hold

0 Sell

Strong Buy

premium

$822.54B

91.19%

MCHP

Microchip

$55.51

$0.48

(0.86%)

premium

11 Buy

3 Hold

1 Sell

Moderate Buy

premium

$29.81B

-38.45%

KMI

Kinder Morgan

$26.85

$0.61

(2.32%)

premium

6 Buy

6 Hold

0 Sell

Moderate Buy

premium

$59.65B

51.52%

Visa

$317.71

$2.83

(0.9%)

premium

19 Buy

4 Hold

0 Sell

Strong Buy

premium

$623.04B

22.41%

ENB

Enbridge

$41.37

$0.66

(1.62%)

premium

4 Buy

7 Hold

0 Sell

Moderate Buy

premium

$90.25B

14.72%

SCHD < ETF >

Schwab US Dividend Equity ETF

$27.29

$0.36

(1.34%)

premium

435 Buy

438 Hold

76 Sell

Moderate Buy

premium

$64.08B

7.94%

CRM

Salesforce

$343.65

$7.42

(2.21%)

premium

31 Buy

9 Hold

1 Sell

Moderate Buy

premium

$328.87B

29.03%

TTE

TotalEnergies

$54.15

$0.49

(0.91%)

premium

2 Buy

3 Hold

0 Sell

Moderate Buy

premium

$123.43B

-20.90%

MRK

Merck & Company

$98.05

$1.47

(1.48%)

premium

12 Buy

6 Hold

0 Sell

Moderate Buy

premium

$248.03B

-8.96%

EPD

Enterprise Products Partners

$30.99

$0.46

(1.51%)

premium

8 Buy

1 Hold

0 Sell

Strong Buy

premium

$67.17B

18.83%

PDI

PIMCO Dynamic

$18.37

$0.04

(0.22%)

premium

―

premium

―

2.63%

NFLX

Netflix

$909.05

$7.01

(0.78%)

premium

22 Buy

11 Hold

2 Sell

Moderate Buy

premium

$388.58B

86.76%

CVX

Chevron

$142.85

$1.7

(1.2%)

premium

14 Buy

5 Hold

0 Sell

Moderate Buy

premium

$256.71B

-5.43%

GRA

NanoXplore Inc

C$2.20

C$0.06

(2.8%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

C$375.34M

3.77%

TXRH

Texas Roadhouse

$181.38

$1.48

(0.81%)

premium

10 Buy

12 Hold

0 Sell

Moderate Buy

premium

$12.10B

49.76%

NAD < FUND >

Nuveen Quality Municipal Income Fund of Benef.Interest

$11.48

$0.02

(0.17%)

premium

―

premium

$2.68B

1.50%

NEA < FUND >

Nuveen AMT-Free Quality Municipal Income Fund of Benef Interest

$11.18

(0%)

premium

―

premium

$3.34B

2.29%

AMLP < ETF >

Alerian MLP ETF

$47.55

$0.4

(0.85%)

premium

41 Buy

29 Hold

11 Sell

Hold

premium

$9.42B

12.12%

Dominion Energy

$53.66

$0.67

(1.26%)

premium

2 Buy

10 Hold

0 Sell

Hold

premium

$45.07B

14.66%

SPGI

S&P Global

$491.81

$5.25

(1.08%)

premium

15 Buy

1 Hold

0 Sell

Strong Buy

premium

$152.61B

13.10%

PDO

PIMCO Dynamic Income Opportunities

$13.12

$0.01

(0.08%)

premium

―

premium

―

9.88%

MCO

Moody's

$466.35

$4.26

(0.92%)

premium

9 Buy

4 Hold

1 Sell

Moderate Buy

premium

$84.50B

20.32%

JEPI < ETF >

JPMorgan Equity Premium Income ETF

$58.20

$0.56

(0.97%)

premium

1K Buy

607 Hold

59 Sell

Moderate Buy

premium

$36.75B

5.59%

UTG < FUND >

Reaves Utility Income Fund

$31.25

$0.44

(1.43%)

premium

―

premium

$2.47B

18.73%

INTU

Intuit

$643.39

$6.44

(1.01%)

premium

16 Buy

4 Hold

0 Sell

Strong Buy

premium

$180.10B

3.09%

ABR

Arbor Realty

$13.76

$0.05

(0.36%)

premium

1 Buy

2 Hold

2 Sell

Hold

premium

$2.60B

-12.69%

BRK.B

Berkshire Hathaway B

$453.20

$3.86

(0.86%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$978.78B

27.13%

EMB < ETF >

iShares JP Morgan USD Emerging Markets Bond ETF

$89.56

$0.62

(0.7%)

premium

―

premium

$14.90B

0.58%

Antero Midstream

$15.01

$0.48

(3.3%)

premium

0 Buy

1 Hold

1 Sell

Moderate Sell

premium

$7.22B

19.03%

NVO

Novo Nordisk

$85.00

$18.44

(17.83%)

premium

4 Buy

3 Hold

1 Sell

Moderate Buy

premium

$365.34B

-17.24%

FICO

Fair Isaac

$2090.98

$46.09

(2.25%)

premium

7 Buy

4 Hold

0 Sell

Moderate Buy

premium

$50.91B

78.89%

NOW

ServiceNow

$1091.25

$16.38

(1.52%)

premium

25 Buy

3 Hold

1 Sell

Strong Buy

premium

$224.80B

56.44%

SMH < ETF >

VanEck Semiconductor ETF

$242.71

$3.84

(1.61%)

premium

304 Buy

139 Hold

18 Sell

Moderate Buy

premium

$24.00B

40.07%

ARM

ARM Holdings PLC ADR

$132.15

$0.05

(0.04%)

premium

14 Buy

4 Hold

1 Sell

Moderate Buy

premium

$138.89B

85.60%

ANET

Arista Networks

$112.81

$3.74

(3.43%)

premium

11 Buy

2 Hold

0 Sell

Strong Buy

premium

$142.11B

89.39%

ORCL

Oracle

$169.66

$0.87

(0.52%)

premium

17 Buy

11 Hold

1 Sell

Moderate Buy

premium

$474.53B

59.76%

AZPN

Aspen Technology, Inc.

$250.72

$1.66

(0.67%)

premium

2 Buy

3 Hold

0 Sell

Moderate Buy

premium

$15.86B

14.81%

CYBR

CyberArk Software

$319.15

$3.97

(1.26%)

premium

27 Buy

1 Hold

0 Sell

Strong Buy

premium

$15.73B

46.64%

Realty Income

$52.79

$1.03

(1.99%)

premium

3 Buy

9 Hold

0 Sell

Hold

premium

$46.20B

-7.21%

PSX

Phillips 66

$110.37

$0.02

(0.02%)

premium

9 Buy

4 Hold

0 Sell

Moderate Buy

premium

$45.58B

-17.67%

LRCX

Lam Research

$71.79

$0.58

(0.81%)

premium

11 Buy

6 Hold

0 Sell

Moderate Buy

premium

$92.37B

-7.96%

VRT

Vertiv Holdings

$120.04

$4.6

(3.98%)

premium

11 Buy

0 Hold

0 Sell

Strong Buy

premium

$45.06B

146.08%

SCHG < ETF >

Schwab U.S. Large-Cap Growth ETF

$28.30

$0.31

(1.11%)

premium

3K Buy

1K Hold

136 Sell

Moderate Buy

premium

$37.45B

36.41%

BKNG

Booking Holdings

$5048.59

$68.19

(1.37%)

premium

20 Buy

11 Hold

0 Sell

Moderate Buy

premium

$167.09B

42.79%

GLNCY

Glencore

$8.79

$0.01

(0.11%)

premium

―

premium

$54.01B

-25.89%