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巴菲特基礎 - New Portfolio
Daniel 梁
巴菲特基礎Individual Investor
Ranked #296,281 out of 816,908 TipRanks' Investors
Success Rate
18 out of 27
profitable transactions
profitable transactions
Average Return
11.77%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 8.08%
6-Month Return▲ 11.44%
12-Month Return▲ 11.31%
YTD Return▲ 12.47%
Total Return▲ 15.74%
Best Trade
Bio
Performance
27.87%0-27.87%
▼ 12.86%
▼ 1.27%
▲ 1.77%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.95%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 3.95%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 1.84%
May 2025
▲ 6.24%
▲ 5.14%
▲ 4.11%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 0.82%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 7.47%
Aug 2025
▲ 3.14%
▲ 0.59%
▼ 0.23%
Sep 2025
▼ 12.86%▼ 1.27%▲ 1.77%
▼ 1.80%▼ 5.57%▼ 2.95%
▲ 1.84%▼ 0.87%▼ 3.95%
▲ 12.20%▲ 6.28%▲ 1.84%
▲ 6.24%▲ 5.14%▲ 4.11%
▲ 27.87%▲ 2.30%▲ 0.82%
▲ 4.87%▲ 2.05%▲ 7.47%
▲ 3.14%▲ 0.59%▼ 0.23%
Recent Activity
Intuit
3.85%
▲ 1.53%
1
Open
Aug 22, 2025
Spotify
3.85%
▲ 14.06%
1
Open
Jul 29, 2025
Philip Morris
3.85%
▼ 10.93%
1
Open
May 31, 2025
LyondellBasell
3.85%
▲ 3.59%
1
Open
May 31, 2025
Kraft Heinz
―
▼ 20.14%
2
Close
May 26, 2025
Snowflake
3.85%
▲ 12.76%
1
Open
May 26, 2025
iFreeETF-TOPIX(Quarterly Dividend Type)
3.85%
▲ 12.62%
1
Open
May 25, 2025
Probe Metals
3.85%
▲ 13.41%
1
Open
May 25, 2025
IonQ
3.85%
▼ 8.51%
1
Open
May 25, 2025
SAP AG
3.85%
▼ 8.77%
1
Open
May 25, 2025
Diamondback
3.85%
▲ 2.83%
1
Open
May 25, 2025
Vital Energy
3.85%
▲ 7.61%
1
Open
May 25, 2025
BP
3.85%
▲ 18.33%
1
Open
May 25, 2025
iShares China Large-Cap ETF
3.85%
▲ 26.76%
1
Open
Dec 26, 2024
Tenaya Therapeutics
3.85%
▼ 36.62%
1
Open
Nov 05, 2024
West Fraser Timber Co
3.85%
▼ 21.81%
1
Open
Oct 28, 2024
Legend Biotech
3.85%
▼ 19.88%
1
Open
Oct 22, 2024
Sea
3.85%
▲ 92.41%
1
Open
Oct 22, 2024
Greystone Housing Impact Investors
3.85%
▼ 10.80%
1
Open
Oct 16, 2024
Deutsche Bank AG
3.85%
▲ 149.66%
1
Open
Aug 11, 2024