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YUHID - New Portfolio

Yutan

YUHID
Individual Investor
Ranked #150,460 out of 821,418 TipRanks' Investors
Success Rate
65%
185 out of 284
profitable transactions
Average Return
17.96%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.77%
6-Month Return▲ 15.26%
12-Month Return▲ 4.72%
YTD Return▲ 12.29%
Total Return▲ 27.67%

Best Trade

Opened at
Closed at-
Gain▲ 302.16%

Bio

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

Performance

22.60%0-22.60%
▼ 15.60%
▼ 5.57%
▼ 0.71%
Mar 2025
▼ 3.50%
▼ 0.87%
▼ 4.54%
Apr 2025
▲ 7.77%
▲ 6.28%
▲ 1.19%
May 2025
▲ 2.59%
▲ 5.14%
▲ 2.83%
Jun 2025
▲ 22.60%
▲ 2.30%
▼ 0.74%
Jul 2025
▼ 1.95%
▲ 2.05%
▲ 6.55%
Aug 2025
▲ 6.01%
▲ 3.56%
▲ 0.07%
Sep 2025
▲ 1.27%
▲ 0.45%
▲ 1.66%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 15.60%▼ 5.57%▼ 0.71%
▼ 3.50%▼ 0.87%▼ 4.54%
▲ 7.77%▲ 6.28%▲ 1.19%
▲ 2.59%▲ 5.14%▲ 2.83%
▲ 22.60%▲ 2.30%▼ 0.74%
▼ 1.95%▲ 2.05%▲ 6.55%
▲ 6.01%▲ 3.56%▲ 0.07%
▲ 1.27%▲ 0.45%▲ 1.66%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Comcast
0.84%
▼ 12.51%
5
Buy
Sep 27, 2025
Infosys
1.21%
▲ 1.19%
2
Buy
Sep 23, 2025
Oneok
0.87%
▲ 3.71%
6
Buy
Sep 23, 2025
NextEra Energy
1.63%
▲ 27.24%
7
Buy
Sep 23, 2025
AvalonBay
0.36%
▲ 4.12%
2
Buy
Sep 18, 2025
United Parcel
1.18%
▼ 26.56%
15
Buy
Sep 06, 2025
LyondellBasell
0.5%
▼ 21.24%
4
Buy
Aug 14, 2025
Alexandria Equities
0.85%
▼ 2.56%
10
Buy
Jul 18, 2025
PepsiCo
3.37%
▼ 4.39%
10
Buy
Jul 12, 2025
Procter & Gamble
2.07%
▲ 3.16%
3
Buy
Jul 12, 2025
Blue Owl Capital
0.54%
▲ 3.97%
8
Sell
Jul 02, 2025
Merck & Company
1.82%
▼ 3.22%
9
Buy
Jul 02, 2025
Pfizer
1.63%
▲ 0.99%
18
Buy
Jul 02, 2025
Main Street Capital
1.92%
▲ 33.52%
3
Buy
Jul 02, 2025
UnitedHealth
1.34%
▼ 17.53%
9
Buy
May 24, 2025
Rexford Industrial Realty
0.64%
▼ 0.35%
20
Buy
Apr 11, 2025
Microsoft
3.95%
▲ 36.87%
5
Buy
Apr 05, 2025
Brookfield Asset Management Ltd. Class A
2.84%
▲ 72.04%
5
Buy
Mar 20, 2025
Nvidia
0.96%
▲ 46.39%
4
Buy
Mar 06, 2025
Archer Daniels Midland
1.04%
▲ 11.23%
6
Buy
Feb 16, 2025