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YUHID - New Portfolio

Yutan

YUHID
Individual Investor
Ranked #133,178 out of 830,069 TipRanks' Investors
Success Rate
66%
190 out of 288
profitable transactions
Average Return
17.87%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.58%
6-Month Return▲ 11.35%
12-Month Return▲ 5.16%
YTD Return▲ 11.97%
Total Return▲ 27.30%

Best Trade

Opened at
Closed at-
Gain▲ 372.52%

Bio

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

Performance

12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▼ 4.54%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 1.19%
May 2025
▲ 9.25%
▲ 5.14%
▲ 2.83%
Jun 2025
▲ 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
▼ 5.03%
▼ 0.35%
▲ 2.50%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▼ 4.54%
▲ 11.63%▲ 6.28%▲ 1.19%
▲ 9.25%▲ 5.14%▲ 2.83%
▲ 7.60%▲ 2.30%▼ 0.74%
▲ 2.76%▲ 2.05%▲ 6.55%
▲ 12.88%▲ 3.56%▲ 0.07%
▲ 10.96%▲ 2.38%▼ 1.11%
▼ 5.03%▼ 0.35%▲ 2.50%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Comcast
0.79%
▼ 24.77%
6
Buy
Nov 27, 2025
Procter & Gamble
2.07%
▲ 0.86%
4
Buy
Nov 20, 2025
Oneok
0.88%
▲ 3.69%
7
Buy
Nov 06, 2025
AvalonBay
0.39%
▼ 1.73%
3
Buy
Oct 23, 2025
Infosys
1.35%
▲ 8.39%
3
Buy
Oct 11, 2025
NextEra Energy
1.69%
▲ 36.87%
7
Buy
Sep 23, 2025
United Parcel
1.26%
▼ 19.04%
15
Buy
Sep 06, 2025
LyondellBasell
0.48%
▼ 22.91%
4
Buy
Aug 14, 2025
Alexandria Equities
0.53%
▼ 37.71%
10
Buy
Jul 18, 2025
PepsiCo
3.4%
▼ 0.35%
10
Buy
Jul 12, 2025
Blue Owl Capital
0.54%
▲ 7.83%
8
Sell
Jul 02, 2025
Merck & Company
2.06%
▲ 13.53%
9
Buy
Jul 02, 2025
Pfizer
1.48%
▼ 3.47%
18
Buy
Jul 02, 2025
Main Street Capital
1.71%
▲ 23.40%
3
Buy
Jul 02, 2025
UnitedHealth
1.19%
▼ 24.51%
9
Buy
May 24, 2025
Rexford Industrial Realty
0.62%
▼ 0.37%
20
Buy
Apr 11, 2025
Microsoft
3.59%
▲ 28.68%
5
Buy
Apr 05, 2025
Brookfield Asset Management Ltd. Class A
2.48%
▲ 54.98%
5
Buy
Mar 20, 2025
Nvidia
0.89%
▲ 40.65%
4
Buy
Mar 06, 2025
Archer Daniels Midland
0.99%
▲ 11.26%
6
Buy
Feb 16, 2025