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YUHID - New Portfolio

Yutan

YUHID
Individual Investor
Ranked #198,909 out of 796,734 TipRanks' Investors
Success Rate
56%
141 out of 254
profitable transactions
Average Return
5.80%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.26%
6-Month Return▼ 7.96%
12-Month Return▲ 4.31%
YTD Return▼ 1.67%
Total Return▲ 11.77%

Best Trade

Opened at
Closed at-
Gain▲ 100.73%

Bio

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

Performance

25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 1.99%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 3.20%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 1.94%
Nov 2024
▲ 5.36%
▼ 2.41%
▼ 6.26%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 3.51%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.26%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.72%
Mar 2025
▼ 3.93%
▼ 5.75%
▼ 6.43%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 1.99%
▲ 10.00%▼ 0.89%▼ 3.20%
▲ 25.98%▲ 5.96%▲ 1.94%
▲ 5.36%▼ 2.41%▼ 6.26%
▲ 6.01%▲ 2.69%▲ 3.51%
▼ 12.86%▼ 1.27%▲ 2.26%
▼ 1.80%▼ 5.57%▼ 0.72%
▼ 3.93%▼ 5.75%▼ 6.43%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alexandria Equities
0.83%
▼ 21.86%
7
Buy
Apr 18, 2025
Rexford Industrial Realty
0.58%
▼ 24.67%
20
Buy
Apr 11, 2025
Microsoft
3.32%
▼ 3.29%
5
Buy
Apr 05, 2025
Pfizer
1.5%
▼ 21.16%
16
Buy
Mar 27, 2025
Brookfield Asset Management Ltd. Class A
2.89%
▲ 45.04%
5
Buy
Mar 20, 2025
Nvidia
0.6%
▼ 22.85%
4
Buy
Mar 06, 2025
Archer Daniels Midland
0.98%
▼ 13.19%
6
Buy
Feb 16, 2025
Merck & Company
1.59%
▼ 19.35%
7
Buy
Feb 16, 2025
Johnson & Johnson
1.27%
▲ 6.27%
3
Buy
Jan 22, 2025
PepsiCo
3.46%
▼ 11.33%
7
Buy
Jan 22, 2025
Oneok
0.51%
▲ 48.74%
2
Sell
Jan 22, 2025
National Grid Transco
1.05%
▲ 29.55%
2
Buy
Jan 14, 2025
Crown Castle
0.73%
▲ 9.87%
3
Buy
Jan 11, 2025
Equity Residential
▲ 11.45%
2
Close
Jan 11, 2025
Realty Income
1.41%
▲ 18.09%
12
Buy
Jan 11, 2025
BCE
0.54%
▼ 20.06%
6
Buy
Dec 28, 2024
CVS Health
2.76%
▲ 18.10%
8
Buy
Dec 24, 2024
LyondellBasell
0.47%
▼ 26.19%
2
Buy
Dec 12, 2024
Nestle SA Reg
2.74%
▲ 7.32%
4
Buy
Dec 12, 2024
Chevron
0.55%
▼ 6.03%
2
Buy
Oct 03, 2024