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YUHID - New Portfolio
Yutan
YUHIDIndividual Investor
Ranked #95,911 out of 793,101 TipRanks' Investors
Success Rate
161 out of 248
profitable transactions
profitable transactions
Average Return
12.42%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.05%
6-Month Return▼ 1.45%
12-Month Return▲ 11.36%
YTD Return▲ 5.73%
Total Return▲ 20.18%
Best Trade
Bio
Yutan High Dividend Index
https://yutan-investment.com
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 3.31%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.99%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 3.20%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 1.94%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 6.25%
Dec 2024
▲ 5.88%
▲ 2.69%
▲ 3.56%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.26%
Feb 2025
▲ 7.47%
▼ 3.09%
▼ 0.15%
Mar 2025
▼ 13.14%▲ 2.34%▲ 3.31%
▲ 2.93%▲ 2.10%▲ 1.99%
▲ 10.00%▼ 0.89%▼ 3.20%
▲ 26.01%▲ 5.96%▲ 1.94%
▲ 5.34%▼ 2.41%▼ 6.25%
▲ 5.88%▲ 2.69%▲ 3.56%
▼ 12.86%▼ 1.27%▲ 2.26%
▲ 7.47%▼ 3.09%▼ 0.15%
Recent Activity
Brookfield Asset Management Ltd. Class A
2.84%
▲ 50.81%
5
Buy
Mar 20, 2025
Alexandria Equities
0.93%
▼ 6.32%
6
Buy
Mar 20, 2025
Rexford Industrial Realty
0.65%
▼ 10.15%
18
Buy
Mar 20, 2025
Nvidia
0.69%
▼ 5.28%
4
Buy
Mar 06, 2025
Archer Daniels Midland
0.88%
▼ 17.86%
6
Buy
Feb 16, 2025
Merck & Company
1.76%
▼ 5.73%
7
Buy
Feb 16, 2025
Johnson & Johnson
1.24%
▲ 10.01%
3
Buy
Jan 22, 2025
PepsiCo
3.35%
▼ 9.48%
7
Buy
Jan 22, 2025
Oneok
0.58%
▲ 81.04%
2
Sell
Jan 22, 2025
National Grid Transco
0.84%
▲ 9.50%
2
Buy
Jan 14, 2025
Crown Castle
0.7%
▲ 9.80%
3
Buy
Jan 11, 2025
Equity Residential
―
▲ 11.45%
2
Close
Jan 11, 2025
Realty Income
1.29%
▲ 13.04%
12
Buy
Jan 11, 2025
BCE
0.51%
▼ 19.09%
6
Buy
Dec 28, 2024
CVS Health
2.7%
▲ 20.68%
8
Buy
Dec 24, 2024
LyondellBasell
0.55%
▼ 8.65%
2
Buy
Dec 12, 2024
Nestle SA Reg
2.47%
▲ 2.10%
4
Buy
Dec 12, 2024
Pfizer
1.59%
▼ 9.40%
15
Buy
Nov 09, 2024
Chevron
0.63%
▲ 12.95%
2
Buy
Oct 03, 2024
Truist Financial
―
▲ 54.38%
3
Close
Sep 28, 2024