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巴菲特基礎 - New Portfolio
Daniel 梁
巴菲特基礎Individual Investor
Ranked #429,723 out of 857,303 TipRanks' Investors
Success Rate
15 out of 28
profitable transactions
profitable transactions
Average Return
5.46%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 3.28%
6-Month Return▼ 9.11%
12-Month Return▲ 2.62%
YTD Return▼ 2.75%
Total Return▲ 8.44%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 2.76%
▲ 2.05%
▲ 7.47%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 1.88%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.75%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 1.23%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 3.75%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 0.98%
Jan 2026
▼ 1.18%
▼ 0.86%
▲ 0.17%
Feb 2026
▲ 1.73%
▼ 5.20%
▼ 3.86%
Mar 2026
▲ 2.76%▲ 2.05%▲ 7.47%
▲ 12.88%▲ 3.56%▲ 1.88%
▲ 10.96%▲ 2.38%▼ 0.75%
▼ 3.68%▲ 0.19%▼ 1.23%
▼ 0.10%▲ 0.08%▼ 3.75%
▲ 4.06%▲ 1.47%▲ 0.98%
▼ 1.18%▼ 0.86%▲ 0.17%
▲ 1.73%▼ 5.20%▼ 3.86%
Recent Activity
Probe Gold
―
▲ 47.97%
2
Close
Jan 22, 2026
Vital Energy
―
▲ 17.59%
2
Close
Dec 15, 2025
Crescent Energy Company Class A
4%
▲ 43.50%
1
Open
Dec 15, 2025
Intuit
4%
▼ 31.00%
1
Open
Aug 22, 2025
Spotify
4%
▼ 23.46%
1
Open
Jul 29, 2025
Philip Morris
4%
▼ 7.58%
1
Open
May 31, 2025
LyondellBasell
4%
▲ 43.58%
1
Open
May 31, 2025
Kraft Heinz
―
▼ 20.14%
2
Close
May 26, 2025
Snowflake
4%
▼ 16.01%
1
Open
May 26, 2025
iFreeETF-TOPIX(Quarterly Dividend Type)
4%
▲ 32.81%
1
Open
May 25, 2025
IonQ
4%
▼ 31.71%
1
Open
May 25, 2025
SAP AG
4%
▼ 40.38%
1
Open
May 25, 2025
Diamondback
4%
▲ 44.58%
1
Open
May 25, 2025
BP
4%
▲ 60.34%
1
Open
May 25, 2025
iShares China Large-Cap ETF
4%
▲ 15.82%
1
Open
Dec 26, 2024
Tenaya Therapeutics
4%
▼ 64.74%
1
Open
Nov 05, 2024
West Fraser Timber Co
4%
▼ 36.59%
1
Open
Oct 28, 2024
Legend Biotech
4%
▼ 61.34%
1
Open
Oct 22, 2024
Sea
4%
▼ 20.83%
1
Open
Oct 22, 2024
Greystone Housing Impact Investors
4%
▼ 55.13%
1
Open
Oct 16, 2024