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巴菲特基礎 - New Portfolio
Daniel 梁
巴菲特基礎Individual Investor
Ranked #329,522 out of 820,378 TipRanks' Investors
Success Rate
17 out of 27
profitable transactions
profitable transactions
Average Return
15.41%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.60%
6-Month Return▲ 12.83%
12-Month Return▲ 12.49%
YTD Return▲ 15.65%
Total Return▲ 19.01%
Best Trade
Bio
Performance
22.62%0-22.62%
▼ 14.82%
▼ 1.27%
▲ 1.77%
Feb 2025
▼ 15.60%
▼ 5.57%
▼ 2.95%
Mar 2025
▼ 3.50%
▼ 0.87%
▼ 3.95%
Apr 2025
▲ 7.77%
▲ 6.28%
▲ 1.84%
May 2025
▲ 2.59%
▲ 5.14%
▲ 4.11%
Jun 2025
▲ 22.62%
▲ 2.30%
▲ 0.82%
Jul 2025
▼ 1.95%
▲ 2.05%
▲ 7.47%
Aug 2025
▲ 4.83%
▲ 2.88%
▲ 2.60%
Sep 2025
▼ 14.82%▼ 1.27%▲ 1.77%
▼ 15.60%▼ 5.57%▼ 2.95%
▼ 3.50%▼ 0.87%▼ 3.95%
▲ 7.77%▲ 6.28%▲ 1.84%
▲ 2.59%▲ 5.14%▲ 4.11%
▲ 22.62%▲ 2.30%▲ 0.82%
▼ 1.95%▲ 2.05%▲ 7.47%
▲ 4.83%▲ 2.88%▲ 2.60%
Recent Activity
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%
▲ 14.72%
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