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巴菲特基礎 - New Portfolio
Daniel 梁
巴菲特基礎Individual Investor
Ranked #360,633 out of 769,002 TipRanks' Investors
Success Rate
8 out of 14
profitable transactions
profitable transactions
Average Return
4.47%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.88%
6-Month Return-
12-Month Return-
YTD Return▲ 6.57%
Total Return▲ 6.57%
Best Trade
Bio
Performance
25.72%0-25.72%
▼ 12.40%
▼ 4.03%
―
Apr 2024
▲ 11.46%
▲ 5.06%
―
May 2024
▼ 2.25%
▲ 3.53%
―
Jun 2024
▲ 25.72%
▲ 1.21%
―
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 6.61%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 0.75%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 2.18%
Oct 2024
▲ 21.94%
▲ 3.81%
▲ 2.97%
Nov 2024
▼ 12.40%▼ 4.03%―
▲ 11.46%▲ 5.06%―
▼ 2.25%▲ 3.53%―
▲ 25.72%▲ 1.21%―
▼ 4.22%▲ 2.34%▲ 6.61%
▲ 7.82%▲ 2.10%▼ 0.75%
▲ 5.70%▼ 0.89%▼ 2.18%
▲ 21.94%▲ 3.81%▲ 2.97%
Recent Activity
Tenaya Therapeutics
7.14%
▲ 4.23%
1
Open
Nov 05, 2024
West Fraser Timber Co
7.14%
▼ 3.86%
1
Open
Oct 28, 2024
Legend Biotech
7.14%
▼ 10.87%
1
Open
Oct 22, 2024
Sea
7.14%
▲ 14.93%
1
Open
Oct 22, 2024
Greystone Housing Impact Investors
7.14%
▼ 12.44%
1
Open
Oct 16, 2024
Deutsche Bank AG
7.14%
▲ 15.74%
1
Open
Aug 11, 2024
American Express
7.14%
▲ 21.69%
1
Open
Aug 10, 2024
Bank of America
7.14%
▲ 21.46%
1
Open
Aug 10, 2024
Chevron
7.14%
▲ 13.64%
1
Open
Aug 10, 2024
Kraft Heinz
7.14%
▼ 8.59%
1
Open
Aug 10, 2024
Coca-Cola
7.14%
▼ 6.96%
1
Open
Aug 10, 2024
Moody's
7.14%
▲ 3.23%
1
Open
Aug 10, 2024
Occidental Petroleum
7.14%
▼ 13.32%
1
Open
Aug 10, 2024
US Bancorp
7.14%
▲ 23.71%
1
Open
Aug 10, 2024