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巴菲特基礎 - New Portfolio
Daniel 梁
巴菲特基礎Individual Investor
Ranked #381,627 out of 827,325 TipRanks' Investors
Success Rate
16 out of 27
profitable transactions
profitable transactions
Average Return
11.75%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.20%
6-Month Return▲ 14.21%
12-Month Return▲ 8.64%
YTD Return▲ 12.33%
Total Return▲ 15.59%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▼ 3.95%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 1.84%
May 2025
▲ 9.25%
▲ 5.14%
▲ 4.11%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 0.82%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 7.47%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 1.88%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.75%
Oct 2025
▼ 4.30%
▼ 1.63%
▼ 1.45%
Nov 2025
▲ 0.80%▼ 0.87%▼ 3.95%
▲ 11.63%▲ 6.28%▲ 1.84%
▲ 9.25%▲ 5.14%▲ 4.11%
▲ 7.60%▲ 2.30%▲ 0.82%
▲ 2.76%▲ 2.05%▲ 7.47%
▲ 12.88%▲ 3.56%▲ 1.88%
▲ 10.96%▲ 2.38%▼ 0.75%
▼ 4.30%▼ 1.63%▼ 1.45%
Recent Activity
Intuit
3.85%
▼ 1.91%
1
Open
Aug 22, 2025
Spotify
3.85%
▼ 0.50%
1
Open
Jul 29, 2025
Philip Morris
3.85%
▼ 14.64%
1
Open
May 31, 2025
LyondellBasell
3.85%
▼ 19.09%
1
Open
May 31, 2025
Kraft Heinz
―
▼ 20.14%
2
Close
May 26, 2025
Snowflake
3.85%
▲ 31.40%
1
Open
May 26, 2025
iFreeETF-TOPIX(Quarterly Dividend Type)
3.85%
▲ 20.69%
1
Open
May 25, 2025
Probe Metals
3.85%
▲ 50.81%
1
Open
May 25, 2025
IonQ
3.85%
▲ 29.72%
1
Open
May 25, 2025
SAP AG
3.85%
▼ 14.55%
1
Open
May 25, 2025
Diamondback
3.85%
▲ 6.50%
1
Open
May 25, 2025
Vital Energy
3.85%
▲ 9.58%
1
Open
May 25, 2025
BP
3.85%
▲ 27.57%
1
Open
May 25, 2025
iShares China Large-Cap ETF
3.85%
▲ 30.15%
1
Open
Dec 26, 2024
Tenaya Therapeutics
3.85%
▼ 39.91%
1
Open
Nov 05, 2024
West Fraser Timber Co
3.85%
▼ 38.25%
1
Open
Oct 28, 2024
Legend Biotech
3.85%
▼ 29.39%
1
Open
Oct 22, 2024
Sea
3.85%
▲ 50.56%
1
Open
Oct 22, 2024
Greystone Housing Impact Investors
3.85%
▼ 40.78%
1
Open
Oct 16, 2024
Deutsche Bank AG
3.85%
▲ 158.74%
1
Open
Aug 11, 2024