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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
57%
8 out of 14
profitable transactions
Average Return
4.47%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
7.14% AXP
7.14% BAC
7.14% CVX
7.14% KHC
7.14% KO
64.30% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
42.86% Financial
14.29% Healthcare
14.29% Energy
14.29% Consumer Defensive
7.14% Basic Materials
7.14% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
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efro8r3oz6w
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b4szfn1qxc
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58sc50zwabe
58sc50zwabe
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58sc50zwabe
58sc50zwabe
58sc50zwabe
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premium
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premium
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premium
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AXP
American Express
$293.00
$5.29
(1.84%)
premium
6 Buy
9 Hold
1 Sell
Moderate Buy
premium
$201.15B
77.28%
BAC
Bank of America
$46.46
$0.4
(0.87%)
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$356.10B
55.29%
CVX
Chevron
$161.63
$0.3
(0.19%)
premium
10 Buy
4 Hold
0 Sell
Moderate Buy
premium
$286.82B
12.00%
KHC
Kraft Heinz
$31.09
$0.21
(0.68%)
premium
4 Buy
8 Hold
1 Sell
Hold
premium
$36.98B
-9.57%
KO
Coca-Cola
$63.76
$0.77
(1.22%)
premium
11 Buy
4 Hold
0 Sell
Moderate Buy
premium
$269.63B
8.55%
MCO
Moody's
$477.92
$3.33
(0.7%)
premium
8 Buy
4 Hold
1 Sell
Moderate Buy
premium
$84.94B
30.45%
OXY
Occidental Petroleum
$51.54
$0.63
(1.24%)
premium
6 Buy
12 Hold
1 Sell
Moderate Buy
premium
$47.39B
-16.20%
USB
US Bancorp
$51.39
$0.65
(1.28%)
premium
8 Buy
11 Hold
0 Sell
Moderate Buy
premium
$78.63B
37.10%
DB
Deutsche Bank AG
$16.80
$0.03
(0.18%)
premium
10 Buy
1 Hold
0 Sell
Strong Buy
premium
$33.41B
37.57%
GHI
Greystone Housing Impact Investors
$11.87
$0.12
(1.02%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$272.27M
-27.22%
LEGN
Legend Biotech
$39.75
$0.39
(0.97%)
premium
14 Buy
1 Hold
0 Sell
Strong Buy
premium
$7.04B
-29.89%
SE
Sea
$116.33
$1.87
(1.63%)
premium
13 Buy
1 Hold
1 Sell
Strong Buy
premium
$65.29B
199.16%
WFG
West Fraser Timber Co
$95.51
$2.09
(2.24%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$7.41B
22.34%
TNYA
Tenaya Therapeutics
$2.16
$0.06
(2.7%)
premium
8 Buy
0 Hold
0 Sell
Strong Buy
premium
$179.83M
22.65%