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巴菲特基礎 - New Portfolio
Daniel 梁
巴菲特基礎Individual Investor
Ranked #420,404 out of 795,368 TipRanks' Investors
Success Rate
5 out of 15
profitable transactions
profitable transactions
Average Return
-8.47%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 9.58%
6-Month Return▼ 14.10%
12-Month Return-
YTD Return▼ 9.98%
Total Return▼ 7.28%
Best Trade
Bio
Performance
25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▼ 0.75%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.97%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 9.82%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 9.57%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 3.39%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.77%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.95%
Mar 2025
▼ 13.55%
▼ 6.22%
▼ 11.85%
Apr 2025
▲ 2.92%▲ 2.10%▼ 0.75%
▲ 10.00%▼ 0.89%▼ 1.97%
▲ 25.98%▲ 5.96%▲ 9.82%
▲ 5.34%▼ 2.41%▼ 9.57%
▲ 5.99%▲ 2.69%▲ 3.39%
▼ 12.86%▼ 1.27%▲ 1.77%
▼ 1.80%▼ 5.57%▼ 2.95%
▼ 13.55%▼ 6.22%▼ 11.85%
Recent Activity
iShares China Large-Cap ETF
6.67%
▲ 1.41%
1
Open
Dec 26, 2024
Tenaya Therapeutics
6.67%
▼ 79.34%
1
Open
Nov 05, 2024
West Fraser Timber Co
6.67%
▼ 21.61%
1
Open
Oct 28, 2024
Legend Biotech
6.67%
▼ 30.54%
1
Open
Oct 22, 2024
Sea
6.67%
▲ 15.75%
1
Open
Oct 22, 2024
Greystone Housing Impact Investors
6.67%
▼ 12.09%
1
Open
Oct 16, 2024
Deutsche Bank AG
6.67%
▲ 52.17%
1
Open
Aug 11, 2024
American Express
6.67%
▲ 11.60%
1
Open
Aug 10, 2024
Bank of America
6.67%
▼ 0.87%
1
Open
Aug 10, 2024
Chevron
6.67%
▼ 3.87%
1
Open
Aug 10, 2024
Kraft Heinz
6.67%
▼ 12.43%
1
Open
Aug 10, 2024
Coca-Cola
6.67%
▲ 4.87%
1
Open
Aug 10, 2024
Moody's
6.67%
▼ 7.65%
1
Open
Aug 10, 2024
Occidental Petroleum
6.67%
▼ 37.30%
1
Open
Aug 10, 2024
US Bancorp
6.67%
▼ 7.13%
1
Open
Aug 10, 2024