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YUHID - New Portfolio

Yutan

YUHID
Individual Investor
Ranked #111,797 out of 852,106 TipRanks' Investors
Success Rate
68%
212 out of 310
profitable transactions
Average Return
20.96%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.19%
6-Month Return▲ 13.15%
12-Month Return▲ 13.33%
YTD Return▲ 5.01%
Total Return▲ 32.75%

Best Trade

Opened at
Closed at-
Gain▲ 294.28%

Bio

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

Performance

12.88%0-12.88%
▲ 7.60%
▲ 2.30%
▼ 0.74%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 6.55%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 0.07%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 1.11%
Oct 2025
▼ 3.58%
▲ 0.19%
▲ 2.84%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.02%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 4.80%
Jan 2026
▲ 0.50%
▲ 0.21%
Feb 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 7.60%▲ 2.30%▼ 0.74%
▲ 2.76%▲ 2.05%▲ 6.55%
▲ 12.88%▲ 3.56%▲ 0.07%
▲ 10.96%▲ 2.38%▼ 1.11%
▼ 3.58%▲ 0.19%▲ 2.84%
▼ 0.10%▲ 0.08%▼ 1.02%
▲ 4.06%▲ 1.47%▲ 4.80%
▲ 0.50%▲ 0.21%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Automatic Data Processing
0.7%
▲ 0.84%
4
Buy
Jan 21, 2026
VICI Properties
0.69%
▲ 0.67%
9
Buy
Jan 21, 2026
Shell
3.05%
▲ 15.57%
3
Buy
Jan 09, 2026
Comcast
0.98%
▼ 0.10%
8
Buy
Jan 06, 2026
BP
▲ 17.20%
2
Close
Jan 03, 2026
Chevron
0.69%
▲ 17.58%
3
Buy
Jan 03, 2026
Novo Nordisk
0.84%
▲ 17.33%
2
Buy
Dec 25, 2025
Alexandria Equities
0.3%
▼ 37.04%
11
Sell
Dec 20, 2025
AvalonBay
1.11%
▼ 4.48%
4
Buy
Dec 19, 2025
BCE
▼ 14.51%
7
Close
Dec 19, 2025
Essential Properties Realty
▲ 41.69%
2
Close
Dec 19, 2025
Camden Property
▲ 15.19%
3
Close
Dec 19, 2025
Essex Property
▲ 19.45%
2
Close
Dec 19, 2025
Realty Income
1.63%
▲ 26.46%
13
Buy
Dec 19, 2025
Lockheed Martin
1.21%
▲ 40.20%
2
Buy
Dec 12, 2025
Air Products and Chemicals
1.07%
▲ 9.90%
3
Buy
Dec 12, 2025
Procter & Gamble
2.42%
▲ 5.57%
5
Buy
Dec 12, 2025
Unilever
2.17%
▲ 28.15%
3
Buy
Dec 11, 2025
Oneok
0.89%
▲ 10.71%
7
Buy
Nov 06, 2025
Infosys
1.36%
▲ 14.12%
3
Buy
Oct 11, 2025