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巴菲特基礎 - New Portfolio

Daniel 梁

巴菲特基礎
Individual Investor
Ranked #306,633 out of 820,507 TipRanks' Investors
Success Rate
67%
18 out of 27
profitable transactions
Average Return
14.45%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
3.85% AXP
3.85% BAC
3.85% CVX
3.85% KO
3.85% MCO
80.75% Others
By Assets
92.31% Stocks
7.70% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
0.00% Options
0.00% Other
By Sector
23.08% Financial
19.23% Energy
15.38% Technology
11.54% Basic Materials
7.69% Healthcare
7.69% General
15.38% Other

Portfolio Holdings

Name
Price
% Change
Analyst Consensus
Analyst Price Target
Smart Score
Holding Gain
Alerts
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premium
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pkmq1bampxh
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premium
premium
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wjzkrdc4hxs
premium
premium
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premium
premium
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premium
premium
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premium
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$342.31
+0.18%
Pre:
-0.15%
8 Buy
11 Hold
3 Sell
Hold
premium
premium
▲ 43.92%
$52.42
+0.4%
Pre:
-0.13%
16 Buy
2 Hold
0 Sell
Strong Buy
premium
premium
▲ 36.94%
$156.10
-2.53%
Pre:
-0.14%
11 Buy
5 Hold
0 Sell
Moderate Buy
premium
premium
▲ 7.66%
$66.04
+0.56%
Pre:
+0.14%
15 Buy
0 Hold
0 Sell
Strong Buy
premium
premium
▼ 3.84%
$480.82
+0.86%
Pre:
+0.33%
9 Buy
4 Hold
1 Sell
Moderate Buy
premium
premium
▲ 3.42%
$48.10
+1.33%
Pre:
-0.29%
2 Buy
14 Hold
2 Sell
Hold
premium
premium
▼ 17.65%
$48.99
-0.91%
Pre:
-0.78%
11 Buy
4 Hold
1 Sell
Moderate Buy
premium
premium
▲ 16.45%
$35.31
-1.04%
Pre:
+0.42%
7 Buy
4 Hold
2 Sell
Moderate Buy
premium
premium
▲ 143.01%
$10.74
+1.13%
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
premium
▼ 20.5%
$32.85
-1.56%
12 Buy
1 Hold
0 Sell
Strong Buy
premium
premium
▼ 23.37%
$181.45
-1.7%
Pre:
+0.43%
10 Buy
4 Hold
0 Sell
Moderate Buy
premium
premium
▲ 83.12%
$67.73
+1.18%
5 Buy
1 Hold
0 Sell
Strong Buy
premium
premium
▼ 30.41%
$1.58
-4.82%
Pre:
0%
9 Buy
0 Hold
0 Sell
Strong Buy
premium
premium
▼ 18.56%
$40.98
+1.61%
Pre:
+0.9%
171 Buy
44 Hold
10 Sell
Moderate Buy
premium
premium
▲ 31.81%
¥3163.00
-0.85%
premium
premium
▲ 15.35%
C$3.03
+3.06%
4 Buy
0 Hold
0 Sell
Strong Buy
premium
premium
▲ 27.85%
$64.26
-4.49%
Pre:
-3.03%
6 Buy
2 Hold
0 Sell
Strong Buy
premium
premium
▲ 40.64%
$263.82
-0.1%
Pre:
+0.44%
4 Buy
2 Hold
0 Sell
Moderate Buy
premium
premium
▼ 10.53%
$143.58
-3.15%
Pre:
-0.1%
22 Buy
1 Hold
0 Sell
Strong Buy
premium
premium
▲ 5.68%
$17.03
-7.14%
Pre:
0%
0 Buy
8 Hold
1 Sell
Hold
premium
premium
▲ 11.75%
$34.75
-2.63%
Pre:
+0.12%
6 Buy
4 Hold
0 Sell
Moderate Buy
premium
premium
▲ 19.46%
$225.25
+0.27%
Pre:
-0.28%
32 Buy
3 Hold
0 Sell
Strong Buy
premium
premium
▲ 12.6%
$162.99
-1.15%
Pre:
-0.06%
10 Buy
1 Hold
0 Sell
Strong Buy
premium
premium
▼ 9.75%
$49.08
-0.75%
Pre:
-0.02%
2 Buy
9 Hold
2 Sell
Hold
premium
premium
▼ 13.12%
$728.47
+1.67%
Pre:
-2.26%
21 Buy
7 Hold
0 Sell
Strong Buy
premium
premium
▲ 3.92%
$694.69
-0.51%
Pre:
-0.1%
16 Buy
1 Hold
0 Sell
Strong Buy
premium
premium
▼ 0.44%