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巴菲特基礎 - New Portfolio

Daniel 梁

巴菲特基礎
Individual Investor
Ranked #400,382 out of 783,334 TipRanks' Investors
Success Rate
53%
8 out of 15
profitable transactions
Average Return
2.05%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
6.67% AXP
6.67% BAC
6.67% CVX
6.67% KHC
6.67% KO
66.65% Others
By Assets
93.33% Stocks
6.67% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
40.00% Financial
13.33% Healthcare
13.33% Energy
13.33% Consumer Defensive
6.67% Basic Materials
13.33% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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AXP
American Express
$318.95
$3.7
(1.17%)
premium
8 Buy
11 Hold
1 Sell
Moderate Buy
premium
$223.34B
54.42%
BAC
Bank of America
$46.72
$0.03
(0.06%)
premium
18 Buy
2 Hold
0 Sell
Strong Buy
premium
$356.49B
34.38%
CVX
Chevron
$156.32
$0.63
(0.4%)
premium
16 Buy
3 Hold
0 Sell
Strong Buy
premium
$280.72B
3.71%
KHC
Kraft Heinz
$30.27
$0.61
(2.06%)
premium
3 Buy
10 Hold
0 Sell
Hold
premium
$35.78B
-20.59%
KO
Coca-Cola
$64.05
$1.22
(1.94%)
premium
12 Buy
1 Hold
0 Sell
Strong Buy
premium
$268.63B
4.89%
MCO
Moody's
$499.20
$8.88
(1.81%)
premium
4 Buy
4 Hold
0 Sell
Moderate Buy
premium
$89.33B
23.66%
OXY
Occidental Petroleum
$48.92
$0.09
(0.18%)
premium
7 Buy
13 Hold
1 Sell
Moderate Buy
premium
$45.98B
-17.10%
USB
US Bancorp
$48.00
$0.34
(0.71%)
premium
13 Buy
6 Hold
0 Sell
Moderate Buy
premium
$75.57B
9.97%
DB
Deutsche Bank AG
$19.74
$0.37
(1.84%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$39.05B
53.28%
GHI
Greystone Housing Impact Investors
$12.75
$0.89
(7.5%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$271.57M
-30.88%
LEGN
Legend Biotech
$37.22
$1.12
(3.1%)
premium
15 Buy
1 Hold
0 Sell
Strong Buy
premium
$6.61B
-35.04%
SE
Sea
$123.38
$1.46
(1.2%)
premium
12 Buy
1 Hold
1 Sell
Strong Buy
premium
$68.65B
210.62%
WFG
West Fraser Timber Co
$88.02
$0.37
(0.42%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$7.02B
7.72%
TNYA
Tenaya Therapeutics
$1.06
$0.01
(0.95%)
premium
8 Buy
0 Hold
0 Sell
Strong Buy
premium
$89.52M
-75.81%
FXI
FXI
< ETF >
iShares China Large-Cap ETF
$32.59
$0.76
(2.39%)
premium
133 Buy
37 Hold
7 Sell
Moderate Buy
premium
$7.37B
45.14%