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YUHID - New Portfolio

Yutan

YUHID
Individual Investor
Ranked #230,494 out of 800,768 TipRanks' Investors
Success Rate
57%
147 out of 259
profitable transactions
Average Return
7.41%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.56%
6-Month Return▼ 6.32%
12-Month Return▲ 3.79%
YTD Return▼ 0.26%
Total Return▲ 13.40%

Best Trade

Opened at
Closed at-
Gain▲ 170.74%

Bio

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

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 3.19%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 1.94%
Nov 2024
▲ 5.42%
▼ 2.41%
▼ 6.26%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 3.51%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.24%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.71%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 4.55%
Apr 2025
▲ 9.77%
▲ 4.43%
▼ 0.55%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 3.19%
▲ 25.97%▲ 5.96%▲ 1.94%
▲ 5.42%▼ 2.41%▼ 6.26%
▲ 6.01%▲ 2.69%▲ 3.51%
▼ 12.86%▼ 1.27%▲ 2.24%
▼ 1.80%▼ 5.57%▼ 0.71%
▲ 1.76%▼ 0.87%▼ 4.55%
▲ 9.77%▲ 4.43%▼ 0.55%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
UnitedHealth
1.24%
▼ 37.38%
9
Buy
May 24, 2025
PepsiCo
3.22%
▼ 17.64%
9
Buy
May 24, 2025
Pfizer
1.52%
▼ 15.86%
17
Buy
Apr 29, 2025
United Parcel
1%
▼ 28.90%
11
Buy
Apr 29, 2025
Comcast
0.99%
▼ 7.36%
4
Buy
Apr 29, 2025
LyondellBasell
0.54%
▼ 20.69%
3
Buy
Apr 29, 2025
Alexandria Equities
0.7%
▼ 30.50%
7
Buy
Apr 18, 2025
Rexford Industrial Realty
0.6%
▼ 18.92%
20
Buy
Apr 11, 2025
Microsoft
3.87%
▲ 18.90%
5
Buy
Apr 05, 2025
Brookfield Asset Management Ltd. Class A
3.14%
▲ 65.82%
5
Buy
Mar 20, 2025
Nvidia
0.75%
▲ 2.43%
4
Buy
Mar 06, 2025
Archer Daniels Midland
0.92%
▼ 13.39%
6
Buy
Feb 16, 2025
Merck & Company
1.48%
▼ 20.77%
7
Buy
Feb 16, 2025
Johnson & Johnson
1.17%
▲ 3.03%
3
Buy
Jan 22, 2025
Oneok
0.47%
▲ 45.40%
2
Sell
Jan 22, 2025
National Grid Transco
1%
▲ 30.32%
2
Buy
Jan 14, 2025
Crown Castle
0.67%
▲ 5.44%
3
Buy
Jan 11, 2025
Equity Residential
▲ 11.45%
2
Close
Jan 11, 2025
Realty Income
1.27%
▲ 12.05%
12
Buy
Jan 11, 2025
BCE
0.49%
▼ 22.65%
6
Buy
Dec 28, 2024