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巴菲特基礎 - New Portfolio
Daniel 梁
巴菲特基礎Individual Investor
Ranked #380,894 out of 813,701 TipRanks' Investors
Success Rate
15 out of 26
profitable transactions
profitable transactions
Average Return
9.63%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.82%
6-Month Return▲ 2.36%
12-Month Return▲ 9.35%
YTD Return▲ 9.06%
Total Return▲ 12.23%
Best Trade
Bio
Performance
27.89%0-27.89%
▲ 6.03%
▲ 2.69%
▲ 3.43%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.77%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.95%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 3.95%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 1.84%
May 2025
▲ 6.24%
▲ 5.14%
▲ 4.11%
Jun 2025
▲ 27.89%
▲ 2.30%
▲ 0.82%
Jul 2025
▲ 6.85%
▲ 1.80%
▲ 3.98%
Aug 2025
▲ 6.03%▲ 2.69%▲ 3.43%
▼ 12.86%▼ 1.27%▲ 1.77%
▼ 1.80%▼ 5.57%▼ 2.95%
▲ 1.84%▼ 0.87%▼ 3.95%
▲ 12.20%▲ 6.28%▲ 1.84%
▲ 6.24%▲ 5.14%▲ 4.11%
▲ 27.89%▲ 2.30%▲ 0.82%
▲ 6.85%▲ 1.80%▲ 3.98%
Recent Activity
Spotify
4%
▲ 18.19%
1
Open
Jul 29, 2025
Philip Morris
4%
▼ 8.38%
1
Open
May 31, 2025
LyondellBasell
4%
▼ 1.95%
1
Open
May 31, 2025
Kraft Heinz
―
▼ 20.14%
2
Close
May 26, 2025
Snowflake
4%
▼ 0.48%
1
Open
May 26, 2025
iFreeETF-TOPIX(Quarterly Dividend Type)
4%
▲ 12.84%
1
Open
May 25, 2025
Probe Metals
4%
▲ 0.41%
1
Open
May 25, 2025
IonQ
4%
▼ 11.95%
1
Open
May 25, 2025
SAP AG
4%
▼ 5.77%
1
Open
May 25, 2025
Diamondback
4%
▲ 3.95%
1
Open
May 25, 2025
Vital Energy
4%
▲ 0.52%
1
Open
May 25, 2025
BP
4%
▲ 19.73%
1
Open
May 25, 2025
iShares China Large-Cap ETF
4%
▲ 24.94%
1
Open
Dec 26, 2024
Tenaya Therapeutics
4%
▼ 45.54%
1
Open
Nov 05, 2024
West Fraser Timber Co
4%
▼ 22.45%
1
Open
Oct 28, 2024
Legend Biotech
4%
▼ 16.73%
1
Open
Oct 22, 2024
Sea
4%
▲ 78.01%
1
Open
Oct 22, 2024
Greystone Housing Impact Investors
4%
▼ 14.80%
1
Open
Oct 16, 2024
Deutsche Bank AG
4%
▲ 159.31%
1
Open
Aug 11, 2024
American Express
4%
▲ 30.26%
1
Open
Aug 10, 2024