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巴菲特基礎 - New Portfolio
Daniel 梁
巴菲特基礎Individual Investor
Ranked #357,324 out of 824,088 TipRanks' Investors
Success Rate
17 out of 27
profitable transactions
profitable transactions
Average Return
10.86%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.55%
6-Month Return▲ 20.52%
12-Month Return▲ 6.76%
YTD Return▲ 12.84%
Total Return▲ 16.12%
Best Trade
Bio
Performance
12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 2.95%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 3.95%
Apr 2025
▲ 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
▲ 4.43%
▼ 0.27%
▼ 1.75%
Oct 2025
▼ 6.38%▼ 5.57%▼ 2.95%
▲ 0.80%▼ 0.87%▼ 3.95%
▲ 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%
▲ 4.43%▼ 0.27%▼ 1.75%
Recent Activity
Intuit
3.85%
▼ 0.01%
1
Open
Aug 22, 2025
Spotify
3.85%
▲ 8.31%
1
Open
Jul 29, 2025
Philip Morris
3.85%
▼ 12.04%
1
Open
May 31, 2025
LyondellBasell
3.85%
▼ 13.13%
1
Open
May 31, 2025
Kraft Heinz
―
▼ 20.14%
2
Close
May 26, 2025
Snowflake
3.85%
▲ 20.34%
1
Open
May 26, 2025
iFreeETF-TOPIX(Quarterly Dividend Type)
3.85%
▲ 16.15%
1
Open
May 25, 2025
Probe Metals
3.85%
▲ 16.26%
1
Open
May 25, 2025
IonQ
3.85%
▲ 37.75%
1
Open
May 25, 2025
SAP AG
3.85%
▼ 7.45%
1
Open
May 25, 2025
Diamondback
3.85%
▲ 3.11%
1
Open
May 25, 2025
Vital Energy
3.85%
▲ 1.64%
1
Open
May 25, 2025
BP
3.85%
▲ 15.54%
1
Open
May 25, 2025
iShares China Large-Cap ETF
3.85%
▲ 30.35%
1
Open
Dec 26, 2024
Tenaya Therapeutics
3.85%
▼ 15.02%
1
Open
Nov 05, 2024
West Fraser Timber Co
3.85%
▼ 30.02%
1
Open
Oct 28, 2024
Legend Biotech
3.85%
▼ 29.03%
1
Open
Oct 22, 2024
Sea
3.85%
▲ 60.72%
1
Open
Oct 22, 2024
Greystone Housing Impact Investors
3.85%
▼ 21.24%
1
Open
Oct 16, 2024
Deutsche Bank AG
3.85%
▲ 138.24%
1
Open
Aug 11, 2024