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巴菲特基礎 - New Portfolio
Daniel 梁
巴菲特基礎Individual Investor
Ranked #363,810 out of 769,291 TipRanks' Investors
Success Rate
8 out of 14
profitable transactions
profitable transactions
Average Return
5.19%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.52%
6-Month Return-
12-Month Return-
YTD Return▲ 7.28%
Total Return▲ 7.28%
Best Trade
Bio
Performance
37.60%0-37.60%
▼ 12.40%
▼ 4.03%
―
Apr 2024
▲ 11.46%
▲ 5.06%
―
May 2024
▼ 2.25%
▲ 3.53%
―
Jun 2024
▲ 25.72%
▲ 1.21%
―
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 6.61%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 0.75%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 2.18%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 3.66%
Nov 2024
▼ 12.40%▼ 4.03%―
▲ 11.46%▲ 5.06%―
▼ 2.25%▲ 3.53%―
▲ 25.72%▲ 1.21%―
▼ 4.22%▲ 2.34%▲ 6.61%
▲ 7.82%▲ 2.10%▼ 0.75%
▲ 5.70%▼ 0.89%▼ 2.18%
▲ 37.60%▲ 4.40%▲ 3.66%
Recent Activity
Tenaya Therapeutics
7.14%
▲ 1.41%
1
Open
Nov 05, 2024
West Fraser Timber Co
7.14%
▼ 1.71%
1
Open
Oct 28, 2024
Legend Biotech
7.14%
▼ 11.74%
1
Open
Oct 22, 2024
Sea
7.14%
▲ 16.81%
1
Open
Oct 22, 2024
Greystone Housing Impact Investors
7.14%
▼ 11.55%
1
Open
Oct 16, 2024
Deutsche Bank AG
7.14%
▲ 15.94%
1
Open
Aug 11, 2024
American Express
7.14%
▲ 23.93%
1
Open
Aug 10, 2024
Bank of America
7.14%
▲ 22.51%
1
Open
Aug 10, 2024
Chevron
7.14%
▲ 13.85%
1
Open
Aug 10, 2024
Kraft Heinz
7.14%
▼ 7.97%
1
Open
Aug 10, 2024
Coca-Cola
7.14%
▼ 5.83%
1
Open
Aug 10, 2024
Moody's
7.14%
▲ 3.95%
1
Open
Aug 10, 2024
Occidental Petroleum
7.14%
▼ 12.24%
1
Open
Aug 10, 2024
US Bancorp
7.14%
▲ 25.30%
1
Open
Aug 10, 2024