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巴菲特基礎 - New Portfolio

Daniel 梁

巴菲特基礎
Individual Investor
Ranked #363,810 out of 769,291 TipRanks' Investors
Success Rate
57%
8 out of 14
profitable transactions
Average Return
5.19%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
7.14% AXP
7.14% BAC
7.14% CVX
7.14% KHC
7.14% KO
64.30% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
42.86% Financial
14.29% Healthcare
14.29% Energy
14.29% Consumer Defensive
7.14% Basic Materials
7.14% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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5nhu7r0
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h26bhy2cs7b
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h26bhy2cs7b
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h26bhy2cs7b
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donw2f
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donw2f
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lwihs8g9we
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y2497pwiam
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b1f7aaigw
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b1f7aaigw
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AXP
American Express
$301.30
$8.3
(2.83%)
premium
6 Buy
9 Hold
1 Sell
Moderate Buy
premium
$206.40B
78.89%
BAC
Bank of America
$47.00
$0.54
(1.16%)
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$356.48B
56.80%
CVX
Chevron
$162.36
$0.73
(0.45%)
premium
10 Buy
4 Hold
0 Sell
Moderate Buy
premium
$290.46B
11.99%
KHC
Kraft Heinz
$31.81
$0.72
(2.32%)
premium
4 Buy
8 Hold
1 Sell
Hold
premium
$37.59B
-10.35%
KO
Coca-Cola
$63.92
$0.16
(0.25%)
premium
11 Buy
4 Hold
0 Sell
Moderate Buy
premium
$274.67B
9.14%
MCO
Moody's
$480.66
$3.59
(0.75%)
premium
8 Buy
4 Hold
1 Sell
Moderate Buy
premium
$86.60B
31.10%
OXY
Occidental Petroleum
$51.93
$0.39
(0.76%)
premium
6 Buy
12 Hold
1 Sell
Moderate Buy
premium
$48.36B
-14.40%
USB
US Bancorp
$52.49
$1.1
(2.14%)
premium
8 Buy
11 Hold
0 Sell
Moderate Buy
premium
$80.17B
39.53%
DB
Deutsche Bank AG
$16.20
$0.6
(3.57%)
premium
10 Buy
1 Hold
0 Sell
Strong Buy
premium
$33.41B
38.96%
GHI
Greystone Housing Impact Investors
$12.01
$0.14
(1.18%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$276.46M
-25.27%
LEGN
Legend Biotech
$40.94
$1.19
(2.99%)
premium
14 Buy
1 Hold
0 Sell
Strong Buy
premium
$7.29B
-33.87%
SE
Sea
$113.04
$3.29
(2.83%)
premium
13 Buy
1 Hold
1 Sell
Strong Buy
premium
$66.81B
210.21%
WFG
West Fraser Timber Co
$94.46
$1.05
(1.1%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$7.67B
25.03%
TNYA
Tenaya Therapeutics
$2.38
$0.22
(10.19%)
premium
8 Buy
0 Hold
0 Sell
Strong Buy
premium
$171.12M
22.03%