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巴菲特基礎 - New Portfolio
Daniel 梁
巴菲特基礎Individual Investor
Ranked #389,786 out of 834,043 TipRanks' Investors
Success Rate
17 out of 28
profitable transactions
profitable transactions
Average Return
9.46%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.82%
6-Month Return▲ 5.25%
12-Month Return▲ 9.51%
YTD Return▲ 9.50%
Total Return▲ 12.68%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 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
▼ 3.57%
▲ 0.19%
▼ 1.14%
Nov 2025
▲ 1.55%
▲ 1.31%
▼ 2.82%
Dec 2025
▲ 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%
▼ 3.57%▲ 0.19%▼ 1.14%
▲ 1.55%▲ 1.31%▼ 2.82%
Recent Activity
Vital Energy
―
▲ 17.59%
2
Close
Dec 15, 2025
Crescent Energy Company Class A
3.85%
▼ 7.51%
1
Open
Dec 15, 2025
Intuit
3.85%
▲ 2.28%
1
Open
Aug 22, 2025
Spotify
3.85%
▼ 5.75%
1
Open
Jul 29, 2025
Philip Morris
3.85%
▼ 9.56%
1
Open
May 31, 2025
LyondellBasell
3.85%
▼ 16.32%
1
Open
May 31, 2025
Kraft Heinz
―
▼ 20.14%
2
Close
May 26, 2025
Snowflake
3.85%
▲ 11.91%
1
Open
May 26, 2025
iFreeETF-TOPIX(Quarterly Dividend Type)
3.85%
▲ 25.38%
1
Open
May 25, 2025
Probe Gold
3.85%
▲ 48.37%
1
Open
May 25, 2025
IonQ
3.85%
▲ 0.68%
1
Open
May 25, 2025
SAP AG
3.85%
▼ 16.38%
1
Open
May 25, 2025
Diamondback
3.85%
▲ 9.21%
1
Open
May 25, 2025
BP
3.85%
▲ 21.16%
1
Open
May 25, 2025
iShares China Large-Cap ETF
3.85%
▲ 28.24%
1
Open
Dec 26, 2024
Tenaya Therapeutics
3.85%
▼ 64.60%
1
Open
Nov 05, 2024
West Fraser Timber Co
3.85%
▼ 36.61%
1
Open
Oct 28, 2024
Legend Biotech
3.85%
▼ 49.97%
1
Open
Oct 22, 2024
Sea
3.85%
▲ 28.38%
1
Open
Oct 22, 2024
Greystone Housing Impact Investors
3.85%
▼ 39.52%
1
Open
Oct 16, 2024