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巴菲特基礎 - New Portfolio
Daniel 梁
巴菲特基礎Individual Investor
Ranked #467,085 out of 775,727 TipRanks' Investors
Success Rate
6 out of 14
profitable transactions
profitable transactions
Average Return
-3.47%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 4.75%
6-Month Return-
12-Month Return-
YTD Return▲ 2.40%
Total Return▲ 2.40%
Best Trade
Bio
Performance
43.22%0-43.22%
▲ 11.46%
▲ 5.06%
―
May 2024
▼ 2.25%
▲ 3.53%
―
Jun 2024
▲ 25.71%
▲ 1.21%
―
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 6.61%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 0.75%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 1.98%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 9.82%
Nov 2024
▼ 5.24%
▼ 2.73%
▼ 10.09%
Dec 2024
▲ 11.46%▲ 5.06%―
▼ 2.25%▲ 3.53%―
▲ 25.71%▲ 1.21%―
▼ 4.22%▲ 2.34%▲ 6.61%
▲ 7.82%▲ 2.10%▼ 0.75%
▲ 5.38%▼ 0.89%▼ 1.98%
▲ 43.22%▲ 5.96%▲ 9.82%
▼ 5.24%▼ 2.73%▼ 10.09%
Recent Activity
Tenaya Therapeutics
7.14%
▼ 33.80%
1
Open
Nov 05, 2024
West Fraser Timber Co
7.14%
▼ 12.88%
1
Open
Oct 28, 2024
Legend Biotech
7.14%
▼ 24.46%
1
Open
Oct 22, 2024
Sea
7.14%
▲ 12.10%
1
Open
Oct 22, 2024
Greystone Housing Impact Investors
7.14%
▼ 21.24%
1
Open
Oct 16, 2024
Deutsche Bank AG
7.14%
▲ 18.15%
1
Open
Aug 11, 2024
American Express
7.14%
▲ 23.96%
1
Open
Aug 10, 2024
Bank of America
7.14%
▲ 15.03%
1
Open
Aug 10, 2024
Chevron
7.14%
▼ 0.57%
1
Open
Aug 10, 2024
Kraft Heinz
7.14%
▼ 10.90%
1
Open
Aug 10, 2024
Coca-Cola
7.14%
▼ 7.76%
1
Open
Aug 10, 2024
Moody's
7.14%
▲ 0.69%
1
Open
Aug 10, 2024
Occidental Petroleum
7.14%
▼ 22.42%
1
Open
Aug 10, 2024
US Bancorp
7.14%
▲ 15.59%
1
Open
Aug 10, 2024