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YUHID - New Portfolio

Yutan

YUHID
Individual Investor
Ranked #129,442 out of 861,174 TipRanks' Investors
Success Rate
67%
225 out of 334
profitable transactions
Average Return
21.45%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.21%
6-Month Return▲ 10.74%
12-Month Return▲ 20.04%
YTD Return▲ 6.86%
Total Return▲ 35.53%

Best Trade

Opened at
Closed at-
Gain▲ 397.00%

Bio

Yutan High Dividend Index https://yutan-investment.com

Performance

16.06%0-16.06%
▲ 10.96%
▲ 2.38%
▼ 1.11%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 2.94%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.79%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 4.80%
Jan 2026
▼ 1.33%
▼ 0.86%
▲ 3.55%
Feb 2026
▲ 0.52%
▼ 4.94%
▼ 4.60%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 4.75%
Apr 2026
▲ 2.08%
▼ 0.09%
▼ 1.46%
May 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 10.96%▲ 2.38%▼ 1.11%
▼ 3.68%▲ 0.19%▲ 2.94%
▼ 0.10%▲ 0.08%▼ 0.79%
▲ 4.06%▲ 1.47%▲ 4.80%
▼ 1.33%▼ 0.86%▲ 3.55%
▲ 0.52%▼ 4.94%▼ 4.60%
▲ 16.06%▲ 10.51%▲ 4.75%
▲ 2.08%▼ 0.09%▼ 1.46%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Automatic Data Processing
0.95%
▼ 3.06%
12
Buy
Apr 22, 2026
Rexford Industrial Realty
0.54%
▼ 12.07%
23
Buy
Apr 19, 2026
Microsoft
3.52%
▲ 8.61%
9
Buy
Apr 05, 2026
Main Street Capital
1.58%
▲ 15.18%
5
Buy
Apr 05, 2026
Infosys
0.97%
▼ 17.97%
5
Buy
Mar 31, 2026
Brookfield Asset Management Ltd. Class A
2.28%
▲ 33.64%
7
Buy
Mar 31, 2026
Best Buy Co
0.4%
▼ 14.85%
2
Buy
Mar 31, 2026
LyondellBasell
▲ 33.55%
5
Close
Mar 31, 2026
Novo Nordisk
0.96%
▲ 0.72%
3
Buy
Mar 31, 2026
VICI Properties
0.7%
▲ 1.99%
10
Buy
Feb 23, 2026
Shell
3.52%
▲ 37.49%
3
Buy
Jan 09, 2026
Comcast
0.88%
▼ 7.54%
8
Buy
Jan 06, 2026
BP
▲ 17.20%
2
Close
Jan 03, 2026
Chevron
0.74%
▲ 31.18%
3
Buy
Jan 03, 2026
Alexandria Equities
0.22%
▼ 50.69%
11
Sell
Dec 20, 2025
AvalonBay
1.13%
▲ 1.46%
4
Buy
Dec 19, 2025
BCE
▼ 14.51%
7
Close
Dec 19, 2025
Essential Properties Realty
▲ 41.68%
2
Close
Dec 19, 2025
Camden Property
▲ 15.19%
3
Close
Dec 19, 2025
Essex Property
▲ 19.45%
2
Close
Dec 19, 2025