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巴菲特基礎 - New Portfolio
Daniel 梁
巴菲特基礎Individual Investor
Ranked #339,973 out of 793,101 TipRanks' Investors
Success Rate
9 out of 15
profitable transactions
profitable transactions
Average Return
3.16%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.53%
6-Month Return▲ 2.96%
12-Month Return-
YTD Return▲ 4.16%
Total Return▲ 7.29%
Best Trade
Bio
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 6.61%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 0.75%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.97%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 9.82%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 9.57%
Dec 2024
▲ 5.83%
▲ 2.69%
▲ 3.33%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.77%
Feb 2025
▲ 2.82%
▼ 4.80%
▼ 0.94%
Mar 2025
▼ 13.14%▲ 2.34%▲ 6.61%
▲ 2.93%▲ 2.10%▼ 0.75%
▲ 10.00%▼ 0.89%▼ 1.97%
▲ 26.01%▲ 5.96%▲ 9.82%
▲ 5.39%▼ 2.41%▼ 9.57%
▲ 5.83%▲ 2.69%▲ 3.33%
▼ 12.86%▼ 1.27%▲ 1.77%
▲ 2.82%▼ 4.80%▼ 0.94%
Recent Activity
iShares China Large-Cap ETF
6.67%
▲ 17.83%
1
Open
Dec 26, 2024
Tenaya Therapeutics
6.67%
▼ 67.14%
1
Open
Nov 05, 2024
West Fraser Timber Co
6.67%
▼ 19.48%
1
Open
Oct 28, 2024
Legend Biotech
6.67%
▼ 19.33%
1
Open
Oct 22, 2024
Sea
6.67%
▲ 30.01%
1
Open
Oct 22, 2024
Greystone Housing Impact Investors
6.67%
▼ 0.05%
1
Open
Oct 16, 2024
Deutsche Bank AG
6.67%
▲ 70.88%
1
Open
Aug 11, 2024
American Express
6.67%
▲ 17.80%
1
Open
Aug 10, 2024
Bank of America
6.67%
▲ 14.93%
1
Open
Aug 10, 2024
Chevron
6.67%
▲ 17.53%
1
Open
Aug 10, 2024
Kraft Heinz
6.67%
▼ 11.58%
1
Open
Aug 10, 2024
Coca-Cola
6.67%
▲ 3.37%
1
Open
Aug 10, 2024
Moody's
6.67%
▲ 2.42%
1
Open
Aug 10, 2024
Occidental Petroleum
6.67%
▼ 17.62%
1
Open
Aug 10, 2024
US Bancorp
6.67%
▲ 7.81%
1
Open
Aug 10, 2024