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巴菲特基礎 - New Portfolio

Daniel 梁

巴菲特基礎
Individual Investor
Ranked #400,382 out of 783,334 TipRanks' Investors
Success Rate
53%
8 out of 15
profitable transactions
Average Return
2.05%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.05%
6-Month Return-
12-Month Return-
YTD Return▲ 4.04%
Total Return▲ 6.35%

Best Trade

Opened at
Closed at-
Gain▲ 38.79%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
Jun 2024
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 6.61%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 0.75%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.97%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 9.82%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 10.25%
Dec 2024
▲ 2.91%
▲ 3.15%
▲ 4.04%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%▲ 6.61%
▲ 2.93%▲ 2.10%▼ 0.75%
▲ 9.99%▼ 0.89%▼ 1.97%
▲ 26.04%▲ 5.96%▲ 9.82%
▲ 5.93%▼ 2.41%▼ 10.25%
▲ 2.91%▲ 3.15%▲ 4.04%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
iShares China Large-Cap ETF
6.67%
▲ 2.28%
1
Open
Dec 26, 2024
Tenaya Therapeutics
6.67%
▼ 50.70%
1
Open
Nov 05, 2024
West Fraser Timber Co
6.67%
▼ 9.46%
1
Open
Oct 28, 2024
Legend Biotech
6.67%
▼ 19.84%
1
Open
Oct 22, 2024
Sea
6.67%
▲ 22.42%
1
Open
Oct 22, 2024
Greystone Housing Impact Investors
6.67%
▼ 8.47%
1
Open
Oct 16, 2024
Deutsche Bank AG
6.67%
▲ 38.79%
1
Open
Aug 11, 2024
American Express
6.67%
▲ 33.65%
1
Open
Aug 10, 2024
Bank of America
6.67%
▲ 23.97%
1
Open
Aug 10, 2024
Chevron
6.67%
▲ 9.67%
1
Open
Aug 10, 2024
Kraft Heinz
6.67%
▼ 12.20%
1
Open
Aug 10, 2024
Coca-Cola
6.67%
▼ 7.20%
1
Open
Aug 10, 2024
Moody's
6.67%
▲ 6.84%
1
Open
Aug 10, 2024
Occidental Petroleum
6.67%
▼ 16.48%
1
Open
Aug 10, 2024
US Bancorp
6.67%
▲ 17.42%
1
Open
Aug 10, 2024