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YUHID - New Portfolio
Yutan
YUHIDIndividual Investor
Ranked #122,425 out of 817,942 TipRanks' Investors
Success Rate
186 out of 279
profitable transactions
profitable transactions
Average Return
17.43%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.02%
6-Month Return▲ 7.48%
12-Month Return▲ 4.76%
YTD Return▲ 11.30%
Total Return▲ 26.54%
Best Trade
Bio
Yutan High Dividend Index
https://yutan-investment.com
Performance
27.87%0-27.87%
▼ 12.86%
▼ 1.27%
▲ 2.24%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.71%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 4.54%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 1.19%
May 2025
▲ 6.24%
▲ 5.14%
▲ 2.83%
Jun 2025
▲ 27.87%
▲ 2.30%
▼ 0.74%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 6.55%
Aug 2025
▲ 7.90%
▲ 1.95%
▲ 0.83%
Sep 2025
▼ 12.86%▼ 1.27%▲ 2.24%
▼ 1.80%▼ 5.57%▼ 0.71%
▲ 1.84%▼ 0.87%▼ 4.54%
▲ 12.20%▲ 6.28%▲ 1.19%
▲ 6.24%▲ 5.14%▲ 2.83%
▲ 27.87%▲ 2.30%▼ 0.74%
▲ 4.87%▲ 2.05%▲ 6.55%
▲ 7.90%▲ 1.95%▲ 0.83%
Recent Activity
United Parcel
1.15%
▼ 28.36%
15
Buy
Sep 06, 2025
NextEra Energy
1.33%
▲ 15.80%
6
Buy
Sep 04, 2025
Oneok
0.74%
▲ 5.12%
5
Buy
Aug 23, 2025
LyondellBasell
0.56%
▼ 11.69%
4
Buy
Aug 14, 2025
Alexandria Equities
0.86%
▼ 3.01%
10
Buy
Jul 18, 2025
PepsiCo
3.42%
▼ 2.87%
10
Buy
Jul 12, 2025
Procter & Gamble
2.15%
▲ 7.46%
3
Buy
Jul 12, 2025
Blue Owl Capital
0.6%
▲ 13.91%
8
Sell
Jul 02, 2025
Merck & Company
1.73%
▼ 8.51%
9
Buy
Jul 02, 2025
Pfizer
1.47%
▼ 8.27%
18
Buy
Jul 02, 2025
Main Street Capital
2.05%
▲ 41.80%
3
Buy
Jul 02, 2025
UnitedHealth
1.32%
▼ 19.55%
9
Buy
May 24, 2025
Comcast
0.85%
▼ 9.55%
4
Buy
Apr 29, 2025
Rexford Industrial Realty
0.66%
▲ 3.03%
20
Buy
Apr 11, 2025
Microsoft
3.81%
▲ 32.54%
5
Buy
Apr 05, 2025
Brookfield Asset Management Ltd. Class A
2.78%
▲ 68.85%
5
Buy
Mar 20, 2025
Nvidia
0.9%
▲ 38.24%
4
Buy
Mar 06, 2025
Archer Daniels Midland
1.04%
▲ 11.92%
6
Buy
Feb 16, 2025
Johnson & Johnson
1.21%
▲ 22.18%
3
Buy
Jan 22, 2025
National Grid Transco
0.84%
▲ 27.41%
2
Buy
Jan 14, 2025