巴菲特基礎 - New Portfolio
Daniel 梁
巴菲特基礎Individual Investor
Ranked #408,524 out of 863,620 TipRanks' Investors
Success Rate
17 out of 28
profitable transactions
profitable transactions
Average Return
12.52%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.17%
6-Month Return▲ 5.75%
12-Month Return▲ 18.14%
YTD Return▲ 8.41%
Total Return▲ 21.12%
Best Trade
Bio
Performance
16.06%0-16.06%
▲ 10.96%
▲ 2.38%
▼ 0.75%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 1.23%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 3.56%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 0.97%
Jan 2026
▼ 1.26%
▼ 0.86%
▲ 0.12%
Feb 2026
▼ 0.25%
▼ 4.94%
▼ 2.27%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 5.42%
Apr 2026
▲ 10.00%
▲ 3.75%
▲ 4.08%
May 2026
▲ 10.96%▲ 2.38%▼ 0.75%
▼ 3.68%▲ 0.19%▼ 1.23%
▼ 0.10%▲ 0.08%▼ 3.56%
▲ 4.06%▲ 1.47%▲ 0.97%
▼ 1.26%▼ 0.86%▲ 0.12%
▼ 0.25%▼ 4.94%▼ 2.27%
▲ 16.06%▲ 10.51%▲ 5.42%
▲ 10.00%▲ 3.75%▲ 4.08%
Recent Activity
Probe Gold
―
▲ 47.97%
2
Close
Jan 22, 2026
Vital Energy
―
▲ 17.59%
2
Close
Dec 15, 2025
Crescent Energy Company Class A
4%
▲ 50.89%
1
Open
Dec 15, 2025
Intuit
4%
▼ 51.39%
1
Open
Aug 22, 2025
Spotify
4%
▼ 16.15%
1
Open
Jul 29, 2025
Philip Morris
4%
▲ 7.08%
1
Open
May 31, 2025
LyondellBasell
4%
▲ 36.53%
1
Open
May 31, 2025
Kraft Heinz
―
▼ 20.14%
2
Close
May 26, 2025
Snowflake
4%
▼ 13.92%
1
Open
May 26, 2025
iFreeETF-TOPIX(Quarterly Dividend Type)
4%
▲ 44.46%
1
Open
May 25, 2025
IonQ
4%
▲ 39.29%
1
Open
May 25, 2025
SAP AG
4%
▼ 39.58%
1
Open
May 25, 2025
Diamondback
4%
▲ 51.55%
1
Open
May 25, 2025
BP
4%
▲ 60.64%
1
Open
May 25, 2025
iShares China Large-Cap ETF
4%
▲ 17.01%
1
Open
Dec 26, 2024
Tenaya Therapeutics
4%
▼ 63.76%
1
Open
Nov 05, 2024
West Fraser Timber Co
4%
▼ 34.33%
1
Open
Oct 28, 2024
Legend Biotech
4%
▼ 34.78%
1
Open
Oct 22, 2024
Sea
4%
▼ 12.37%
1
Open
Oct 22, 2024
Greystone Housing Impact Investors
4%
▼ 54.30%
1
Open
Oct 16, 2024