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巴菲特基礎 - New Portfolio
Daniel 梁
巴菲特基礎Individual Investor
Ranked #357,969 out of 810,037 TipRanks' Investors
Success Rate
15 out of 25
profitable transactions
profitable transactions
Average Return
9.45%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.40%
6-Month Return▲ 3.72%
12-Month Return-
YTD Return▲ 8.05%
Total Return▲ 11.20%
Best Trade
Bio
Performance
22.18%0-22.18%
▲ 5.10%
▼ 2.41%
▼ 9.57%
Dec 2024
▲ 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
▲ 22.18%
▲ 2.65%
▲ 3.86%
Jul 2025
▲ 5.10%▼ 2.41%▼ 9.57%
▲ 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%
▲ 22.18%▲ 2.65%▲ 3.86%
Recent Activity
Philip Morris
4.17%
▼ 11.19%
1
Open
May 31, 2025
LyondellBasell
4.17%
▲ 11.50%
1
Open
May 31, 2025
Kraft Heinz
―
▼ 20.14%
2
Close
May 26, 2025
Snowflake
4.17%
▲ 7.48%
1
Open
May 26, 2025
iFreeETF-TOPIX(Quarterly Dividend Type)
4.17%
▲ 7.87%
1
Open
May 25, 2025
Probe Metals
4.17%
▼ 4.07%
1
Open
May 25, 2025
IonQ
4.17%
▼ 3.92%
1
Open
May 25, 2025
SAP AG
4.17%
▼ 2.95%
1
Open
May 25, 2025
Diamondback
4.17%
▲ 6.95%
1
Open
May 25, 2025
Vital Energy
4.17%
▲ 22.90%
1
Open
May 25, 2025
BP
4.17%
▲ 10.45%
1
Open
May 25, 2025
iShares China Large-Cap ETF
4.17%
▲ 26.76%
1
Open
Dec 26, 2024
Tenaya Therapeutics
4.17%
▼ 59.39%
1
Open
Nov 05, 2024
West Fraser Timber Co
4.17%
▼ 26.09%
1
Open
Oct 28, 2024
Legend Biotech
4.17%
▼ 1.83%
1
Open
Oct 22, 2024
Sea
4.17%
▲ 58.52%
1
Open
Oct 22, 2024
Greystone Housing Impact Investors
4.17%
▼ 9.34%
1
Open
Oct 16, 2024
Deutsche Bank AG
4.17%
▲ 139.24%
1
Open
Aug 11, 2024
American Express
4.17%
▲ 31.45%
1
Open
Aug 10, 2024
Bank of America
4.17%
▲ 29.89%
1
Open
Aug 10, 2024