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巴菲特基礎 - New Portfolio
Daniel 梁
巴菲特基礎Individual Investor
Ranked #420,654 out of 781,107 TipRanks' Investors
Success Rate
7 out of 15
profitable transactions
profitable transactions
Average Return
1.87%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.03%
6-Month Return-
12-Month Return-
YTD Return▲ 4.29%
Total Return▲ 6.61%
Best Trade
Bio
Performance
26.04%0-26.04%
▲ 9.79%
▲ 3.53%
―
Jun 2024
▲ 8.13%
▲ 1.21%
―
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 6.61%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 0.75%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.97%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 9.82%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 10.25%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 4.29%
Jan 2025
▲ 9.79%▲ 3.53%―
▲ 8.13%▲ 1.21%―
▼ 13.14%▲ 2.34%▲ 6.61%
▲ 2.93%▲ 2.10%▼ 0.75%
▲ 10.00%▼ 0.89%▼ 1.97%
▲ 26.04%▲ 5.96%▲ 9.82%
▲ 5.93%▼ 2.41%▼ 10.25%
▲ 6.90%▲ 1.96%▲ 4.29%
Recent Activity
iShares China Large-Cap ETF
6.67%
▼ 2.28%
1
Open
Dec 26, 2024
Tenaya Therapeutics
6.67%
▼ 34.27%
1
Open
Nov 05, 2024
West Fraser Timber Co
6.67%
▼ 7.07%
1
Open
Oct 28, 2024
Legend Biotech
6.67%
▼ 27.48%
1
Open
Oct 22, 2024
Sea
6.67%
▲ 15.55%
1
Open
Oct 22, 2024
Greystone Housing Impact Investors
6.67%
▼ 8.70%
1
Open
Oct 16, 2024
Deutsche Bank AG
6.67%
▲ 31.68%
1
Open
Aug 11, 2024
American Express
6.67%
▲ 32.51%
1
Open
Aug 10, 2024
Bank of America
6.67%
▲ 23.38%
1
Open
Aug 10, 2024
Chevron
6.67%
▲ 13.74%
1
Open
Aug 10, 2024
Kraft Heinz
6.67%
▼ 13.36%
1
Open
Aug 10, 2024
Coca-Cola
6.67%
▼ 7.38%
1
Open
Aug 10, 2024
Moody's
6.67%
▲ 3.69%
1
Open
Aug 10, 2024
Occidental Petroleum
6.67%
▼ 11.11%
1
Open
Aug 10, 2024
US Bancorp
6.67%
▲ 19.15%
1
Open
Aug 10, 2024