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巴菲特基礎 - New Portfolio

Daniel 梁

巴菲特基礎
Individual Investor
Not Ranked
Ranked #― out of 1 TipRanks' Investors
Success Rate
63%
17 out of 27
profitable transactions
Average Return
15.45%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.47%
6-Month Return▲ 13.79%
12-Month Return▲ 13.45%
YTD Return▲ 16.64%
Total Return▲ 20.03%

Best Trade

Opened at
Closed at-
Gain▲ 153.07%

Bio

Performance

14.06%0-14.06%
▲ 1.65%
▼ 1.27%
▲ 1.77%
Feb 2025
▼ 4.94%
▼ 5.57%
▼ 2.95%
Mar 2025
▲ 1.11%
▼ 0.87%
▼ 3.95%
Apr 2025
▲ 14.06%
▲ 6.28%
▲ 1.84%
May 2025
▲ 10.82%
▲ 5.14%
▲ 4.11%
Jun 2025
▲ 7.00%
▲ 2.30%
▲ 0.82%
Jul 2025
▲ 2.23%
▲ 2.05%
▲ 7.47%
Aug 2025
▲ 11.44%
▲ 2.88%
▲ 3.47%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 1.65%▼ 1.27%▲ 1.77%
▼ 4.94%▼ 5.57%▼ 2.95%
▲ 1.11%▼ 0.87%▼ 3.95%
▲ 14.06%▲ 6.28%▲ 1.84%
▲ 10.82%▲ 5.14%▲ 4.11%
▲ 7.00%▲ 2.30%▲ 0.82%
▲ 2.23%▲ 2.05%▲ 7.47%
▲ 11.44%▲ 2.88%▲ 3.47%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Intuit
3.85%
▲ 5.37%
1
Open
Aug 22, 2025
Spotify
3.85%
▲ 15.57%
1
Open
Jul 29, 2025
Philip Morris
3.85%
▼ 9.09%
1
Open
May 31, 2025
LyondellBasell
3.85%
▼ 7.00%
1
Open
May 31, 2025
Kraft Heinz
▼ 20.14%
2
Close
May 26, 2025
Snowflake
3.85%
▲ 12.29%
1
Open
May 26, 2025
iFreeETF-TOPIX(Quarterly Dividend Type)
3.85%
▲ 15.70%
1
Open
May 25, 2025
Probe Metals
3.85%
▲ 19.51%
1
Open
May 25, 2025
IonQ
3.85%
▲ 47.25%
1
Open
May 25, 2025
SAP AG
3.85%
▼ 10.44%
1
Open
May 25, 2025
Diamondback
3.85%
▲ 9.91%
1
Open
May 25, 2025
Vital Energy
3.85%
▲ 20.34%
1
Open
May 25, 2025
BP
3.85%
▲ 24.47%
1
Open
May 25, 2025
iShares China Large-Cap ETF
3.85%
▲ 31.42%
1
Open
Dec 26, 2024
Tenaya Therapeutics
3.85%
▼ 22.07%
1
Open
Nov 05, 2024
West Fraser Timber Co
3.85%
▼ 29.94%
1
Open
Oct 28, 2024
Legend Biotech
3.85%
▼ 25.90%
1
Open
Oct 22, 2024
Sea
3.85%
▲ 85.34%
1
Open
Oct 22, 2024
Greystone Housing Impact Investors
3.85%
▼ 13.41%
1
Open
Oct 16, 2024
Deutsche Bank AG
3.85%
▲ 153.07%
1
Open
Aug 11, 2024