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YUHID - New Portfolio
Yutan
YUHIDIndividual Investor
Ranked #158,064 out of 810,447 TipRanks' Investors
Success Rate
174 out of 273
profitable transactions
profitable transactions
Average Return
13.21%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.55%
6-Month Return▲ 2.23%
12-Month Return▲ 4.29%
YTD Return▲ 6.51%
Total Return▲ 21.10%
Best Trade
Bio
Yutan High Dividend Index
https://yutan-investment.com
Performance
27.84%0-27.84%
▲ 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
▲ 27.84%
▲ 3.09%
▲ 2.04%
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%
▲ 27.84%▲ 3.09%▲ 2.04%
Recent Activity
United Parcel
1.26%
▼ 20.57%
13
Buy
Jul 23, 2025
Alexandria Equities
0.84%
▼ 9.44%
10
Buy
Jul 18, 2025
PepsiCo
3.52%
▼ 5.59%
10
Buy
Jul 12, 2025
Oneok
0.73%
▲ 23.44%
3
Buy
Jul 12, 2025
Procter & Gamble
2.23%
▲ 6.43%
3
Buy
Jul 12, 2025
Blue Owl Capital
0.65%
▲ 16.46%
8
Sell
Jul 02, 2025
Merck & Company
1.79%
▼ 9.68%
9
Buy
Jul 02, 2025
Pfizer
1.51%
▼ 10.30%
18
Buy
Jul 02, 2025
Main Street Capital
2.08%
▲ 36.46%
3
Buy
Jul 02, 2025
UnitedHealth
1.1%
▼ 35.81%
9
Buy
May 24, 2025
Comcast
0.89%
▼ 9.19%
4
Buy
Apr 29, 2025
LyondellBasell
0.56%
▼ 8.95%
3
Buy
Apr 29, 2025
Rexford Industrial Realty
0.59%
▼ 12.52%
20
Buy
Apr 11, 2025
Microsoft
4.1%
▲ 35.36%
5
Buy
Apr 05, 2025
Brookfield Asset Management Ltd. Class A
3.24%
▲ 85.78%
5
Buy
Mar 20, 2025
Nvidia
0.94%
▲ 37.90%
4
Buy
Mar 06, 2025
Archer Daniels Midland
0.97%
▼ 1.07%
6
Buy
Feb 16, 2025
Johnson & Johnson
1.18%
▲ 12.94%
3
Buy
Jan 22, 2025
National Grid Transco
0.87%
▲ 26.07%
2
Buy
Jan 14, 2025
Crown Castle
0.68%
▲ 15.76%
3
Buy
Jan 11, 2025