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YUHID - New Portfolio

PerformancePortfolio Details

Yutan

YUHID
Individual Investor
Ranked #170,252 out of 781,066 TipRanks' Investors
Success Rate
61%
143 out of 235
profitable transactions
Average Return
10.07%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.14%
6-Month Return▲ 1.19%
12-Month Return▲ 9.41%
YTD Return▲ 2.20%
Total Return▲ 16.38%

Best Trade

AssetBroadcom (AVGO)
Opened at
Closed at-
Gain▲ 180.21%

Bio

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

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 0.55%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 6.60%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.31%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.99%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 3.26%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 1.93%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 6.03%
Dec 2024
▲ 11.17%
▲ 1.96%
▲ 2.20%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 0.55%
▲ 8.13%▲ 1.21%▲ 6.60%
▼ 13.14%▲ 2.34%▲ 3.31%
▲ 2.93%▲ 2.10%▲ 1.99%
▲ 10.00%▼ 0.89%▼ 3.26%
▲ 26.04%▲ 5.96%▲ 1.93%
▲ 5.93%▼ 2.41%▼ 6.03%
▲ 11.17%▲ 1.96%▲ 2.20%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ARE
Alexandria Equities
0.95%
▼ 5.72%
4
Buy
Jan 18, 2025
NGG
National Grid Transco
0.81%
▲ 3.73%
2
Buy
Jan 14, 2025
CCI
Crown Castle
0.62%
▼ 5.72%
3
Buy
Jan 11, 2025
EQR
Equity Residential
―
▲ 11.45%
2
Close
Jan 11, 2025
O
Realty Income
1.28%
▲ 8.66%
12
Buy
Jan 11, 2025
REXR
Rexford Industrial Realty
0.64%
▼ 13.32%
17
Buy
Jan 09, 2025
BCE
BCE
0.54%
▼ 19.20%
6
Buy
Dec 28, 2024
CVS
CVS Health
2.15%
▼ 7.20%
8
Buy
Dec 24, 2024
JNJ
Johnson & Johnson
0.86%
▼ 3.34%
2
Buy
Dec 12, 2024
MRK
Merck & Company
1.71%
▼ 5.26%
5
Buy
Dec 12, 2024
PEP
PepsiCo
3.17%
▼ 10.63%
6
Buy
Dec 12, 2024
LYB
LyondellBasell
0.6%
▼ 3.23%
2
Buy
Dec 12, 2024
NSRGY
Nestle SA Reg
1.97%
▼ 19.94%
4
Buy
Dec 12, 2024
NVDA
Nvidia
0.54%
▲ 2.58%
1
Open
Dec 12, 2024
ADM
Archer Daniels Midland
0.9%
▼ 13.40%
5
Buy
Nov 09, 2024
PFE
Pfizer
1.64%
▼ 10.33%
15
Buy
Nov 09, 2024
CVX
Chevron
0.63%
▲ 9.30%
2
Buy
Oct 03, 2024
TFC
Truist Financial
―
▲ 54.38%
3
Close
Sep 28, 2024
USB
US Bancorp
―
▲ 47.76%
4
Close
Sep 28, 2024
MSFT
Microsoft
3.34%
▲ 11.71%
3
Buy
Sep 28, 2024