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巴菲特基礎
- New Portfolio
Performance
Portfolio Details
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
Select Columns
14
Results | Showing
1
out of
1
100 Rows
5 Rows
10 Rows
15 Rows
20 Rows
30 Rows
40 Rows
50 Rows
Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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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%
14
Results | Showing
1
out of
1
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