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YUHID - New Portfolio

Yutan

YUHID
Individual Investor
Ranked #167,256 out of 804,211 TipRanks' Investors
Success Rate
61%
160 out of 263
profitable transactions
Average Return
10.66%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.26%
6-Month Return▲ 4.75%
12-Month Return▲ 8.33%
YTD Return▲ 3.41%
Total Return▲ 17.58%

Best Trade

Opened at
Closed at-
Gain▲ 195.18%

Bio

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

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 1.94%
Nov 2024
▲ 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
▲ 1.83%
▼ 0.87%
▼ 4.51%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 1.19%
May 2025
▲ 4.89%
▲ 1.38%
▲ 1.84%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 1.94%
▲ 5.10%▼ 2.41%▼ 6.26%
▲ 6.03%▲ 2.69%▲ 3.52%
▼ 12.86%▼ 1.27%▲ 2.24%
▼ 1.80%▼ 5.57%▼ 0.71%
▲ 1.83%▼ 0.87%▼ 4.51%
▲ 12.21%▲ 6.28%▲ 1.19%
▲ 4.89%▲ 1.38%▲ 1.84%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Merck & Company
1.59%
▼ 17.25%
8
Buy
Jun 13, 2025
Alexandria Equities
0.73%
▼ 23.37%
8
Buy
May 28, 2025
UnitedHealth
1.26%
▼ 29.73%
9
Buy
May 24, 2025
PepsiCo
3.11%
▼ 14.79%
9
Buy
May 24, 2025
Pfizer
1.51%
▼ 13.40%
17
Buy
Apr 29, 2025
United Parcel
1.01%
▼ 25.69%
11
Buy
Apr 29, 2025
Comcast
0.96%
▼ 7.34%
4
Buy
Apr 29, 2025
LyondellBasell
0.55%
▼ 13.71%
3
Buy
Apr 29, 2025
Rexford Industrial Realty
0.61%
▼ 15.01%
20
Buy
Apr 11, 2025
Microsoft
3.98%
▲ 26.26%
5
Buy
Apr 05, 2025
Brookfield Asset Management Ltd. Class A
2.9%
▲ 59.54%
5
Buy
Mar 20, 2025
Nvidia
0.8%
▲ 12.44%
4
Buy
Mar 06, 2025
Archer Daniels Midland
1%
▼ 2.26%
6
Buy
Feb 16, 2025
Johnson & Johnson
1.13%
▲ 3.54%
3
Buy
Jan 22, 2025
Oneok
0.45%
▲ 45.80%
2
Sell
Jan 22, 2025
National Grid Transco
0.93%
▲ 28.45%
2
Buy
Jan 14, 2025
Crown Castle
0.64%
▲ 5.13%
3
Buy
Jan 11, 2025
Equity Residential
▲ 11.45%
2
Close
Jan 11, 2025
Realty Income
1.28%
▲ 17.19%
12
Buy
Jan 11, 2025
BCE
0.49%
▼ 19.83%
6
Buy
Dec 28, 2024