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巴菲特基礎 - New Portfolio
Daniel 梁
巴菲特基礎Individual Investor
Ranked #362,606 out of 788,370 TipRanks' Investors
Success Rate
9 out of 15
profitable transactions
profitable transactions
Average Return
4.23%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.01%
6-Month Return▲ 4.57%
12-Month Return-
YTD Return▲ 5.89%
Total Return▲ 8.29%
Best Trade
Bio
Performance
26.03%0-26.03%
▲ 8.13%
▲ 1.21%
―
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 6.61%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 0.76%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.97%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 9.82%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 10.21%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 3.24%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 2.56%
Feb 2025
▲ 8.13%▲ 1.21%―
▼ 13.14%▲ 2.34%▲ 6.61%
▲ 2.93%▲ 2.10%▼ 0.76%
▲ 9.99%▼ 0.89%▼ 1.97%
▲ 26.03%▲ 5.96%▲ 9.82%
▲ 5.97%▼ 2.41%▼ 10.21%
▲ 5.25%▲ 2.69%▲ 3.24%
▼ 9.08%▲ 1.42%▲ 2.56%
Recent Activity
iShares China Large-Cap ETF
6.67%
▲ 16.45%
1
Open
Dec 26, 2024
Tenaya Therapeutics
6.67%
▼ 47.89%
1
Open
Nov 05, 2024
West Fraser Timber Co
6.67%
▼ 18.56%
1
Open
Oct 28, 2024
Legend Biotech
6.67%
▼ 11.85%
1
Open
Oct 22, 2024
Sea
6.67%
▲ 28.15%
1
Open
Oct 22, 2024
Greystone Housing Impact Investors
6.67%
▼ 4.61%
1
Open
Oct 16, 2024
Deutsche Bank AG
6.67%
▲ 40.10%
1
Open
Aug 11, 2024
American Express
6.67%
▲ 25.23%
1
Open
Aug 10, 2024
Bank of America
6.67%
▲ 18.82%
1
Open
Aug 10, 2024
Chevron
6.67%
▲ 11.76%
1
Open
Aug 10, 2024
Kraft Heinz
6.67%
▼ 7.85%
1
Open
Aug 10, 2024
Coca-Cola
6.67%
▲ 5.38%
1
Open
Aug 10, 2024
Moody's
6.67%
▲ 9.01%
1
Open
Aug 10, 2024
Occidental Petroleum
6.67%
▼ 13.76%
1
Open
Aug 10, 2024
US Bancorp
6.67%
▲ 13.01%
1
Open
Aug 10, 2024