巴菲特基礎 - New Portfolio
Daniel 梁
巴菲特基礎Individual Investor
Ranked #446,786 out of 858,896 TipRanks' Investors
Success Rate
15 out of 28
profitable transactions
profitable transactions
Average Return
6.50%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.25%
6-Month Return▼ 6.22%
12-Month Return▲ 14.86%
YTD Return▼ 1.79%
Total Return▲ 9.73%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 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%
▼ 3.56%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 0.97%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 0.16%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 2.32%
Mar 2026
▲ 4.89%
▲ 4.48%
▼ 0.59%
Apr 2026
▲ 12.88%▲ 3.56%▲ 1.88%
▲ 10.96%▲ 2.38%▼ 0.75%
▼ 3.68%▲ 0.19%▼ 1.23%
▼ 0.10%▲ 0.08%▼ 3.56%
▲ 4.06%▲ 1.47%▲ 0.97%
▼ 1.12%▼ 0.86%▲ 0.16%
▲ 0.60%▼ 4.94%▼ 2.32%
▲ 4.89%▲ 4.48%▼ 0.59%
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%
▲ 44.30%
1
Open
Dec 15, 2025
Intuit
4%
▼ 46.68%
1
Open
Aug 22, 2025
Spotify
4%
▼ 23.23%
1
Open
Jul 29, 2025
Philip Morris
4%
▼ 9.09%
1
Open
May 31, 2025
LyondellBasell
4%
▲ 44.37%
1
Open
May 31, 2025
Kraft Heinz
―
▼ 20.14%
2
Close
May 26, 2025
Snowflake
4%
▼ 39.46%
1
Open
May 26, 2025
iFreeETF-TOPIX(Quarterly Dividend Type)
4%
▲ 38.84%
1
Open
May 25, 2025
IonQ
4%
▼ 36.99%
1
Open
May 25, 2025
SAP AG
4%
▼ 44.69%
1
Open
May 25, 2025
Diamondback
4%
▲ 41.33%
1
Open
May 25, 2025
BP
4%
▲ 66.28%
1
Open
May 25, 2025
iShares China Large-Cap ETF
4%
▲ 19.41%
1
Open
Dec 26, 2024
Tenaya Therapeutics
4%
▼ 67.61%
1
Open
Nov 05, 2024
West Fraser Timber Co
4%
▼ 31.53%
1
Open
Oct 28, 2024
Legend Biotech
4%
▼ 59.68%
1
Open
Oct 22, 2024
Sea
4%
▼ 13.73%
1
Open
Oct 22, 2024
Greystone Housing Impact Investors
4%
▼ 53.76%
1
Open
Oct 16, 2024