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YUHID - New Portfolio
Yutan
YUHIDIndividual Investor
Ranked #152,746 out of 806,884 TipRanks' Investors
Success Rate
168 out of 267
profitable transactions
profitable transactions
Average Return
12.52%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.63%
6-Month Return▲ 5.36%
12-Month Return▲ 9.95%
YTD Return▲ 5.67%
Total Return▲ 20.14%
Best Trade
Bio
Yutan High Dividend Index
https://yutan-investment.com
Performance
12.86%0-12.86%
▲ 5.10%
▼ 2.41%
▼ 6.26%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 3.52%
Jan 2025
▼ 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
▲ 1.29%
▲ 0.46%
▲ 1.24%
Jul 2025
▲ 5.10%▼ 2.41%▼ 6.26%
▲ 6.03%▲ 2.69%▲ 3.52%
▼ 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%
▲ 1.29%▲ 0.46%▲ 1.24%
Recent Activity
Blue Owl Capital
0.65%
▲ 14.95%
8
Sell
Jul 02, 2025
Merck & Company
1.76%
▼ 13.08%
9
Buy
Jul 02, 2025
Pfizer
1.6%
▼ 8.45%
18
Buy
Jul 02, 2025
Main Street Capital
1.99%
▲ 27.19%
3
Buy
Jul 02, 2025
Alexandria Equities
0.76%
▼ 15.24%
9
Buy
Jun 19, 2025
UnitedHealth
1.21%
▼ 30.90%
9
Buy
May 24, 2025
PepsiCo
3.17%
▼ 11.39%
9
Buy
May 24, 2025
United Parcel
1%
▼ 24.81%
11
Buy
Apr 29, 2025
Comcast
0.96%
▼ 4.02%
4
Buy
Apr 29, 2025
LyondellBasell
0.55%
▼ 12.06%
3
Buy
Apr 29, 2025
Rexford Industrial Realty
0.6%
▼ 13.07%
20
Buy
Apr 11, 2025
Microsoft
4.06%
▲ 31.46%
5
Buy
Apr 05, 2025
Brookfield Asset Management Ltd. Class A
2.92%
▲ 64.03%
5
Buy
Mar 20, 2025
Nvidia
0.86%
▲ 23.46%
4
Buy
Mar 06, 2025
Archer Daniels Midland
0.99%
▼ 1.50%
6
Buy
Feb 16, 2025
Johnson & Johnson
1.12%
▲ 5.50%
3
Buy
Jan 22, 2025
Oneok
0.44%
▲ 43.66%
2
Sell
Jan 22, 2025
National Grid Transco
0.9%
▲ 27.18%
2
Buy
Jan 14, 2025
Crown Castle
0.65%
▲ 8.37%
3
Buy
Jan 11, 2025
Equity Residential
―
▲ 11.44%
2
Close
Jan 11, 2025