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YUHID - New Portfolio

Yutan

YUHID
Individual Investor
Ranked #139,969 out of 858,889 TipRanks' Investors
Success Rate
65%
213 out of 329
profitable transactions
Average Return
19.85%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.14%
6-Month Return▲ 7.70%
12-Month Return▲ 19.04%
YTD Return▲ 4.76%
Total Return▲ 32.86%

Best Trade

Opened at
Closed at-
Gain▲ 343.37%

Bio

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

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 0.07%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 1.11%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 2.94%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.79%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 4.80%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 3.59%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 4.50%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 1.04%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 0.07%
▲ 10.96%▲ 2.38%▼ 1.11%
▼ 3.68%▲ 0.19%▲ 2.94%
▼ 0.10%▲ 0.08%▼ 0.79%
▲ 4.06%▲ 1.47%▲ 4.80%
▼ 1.12%▼ 0.86%▲ 3.59%
▲ 0.60%▼ 4.94%▼ 4.50%
▲ 4.89%▲ 4.48%▲ 1.04%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Microsoft
3.24%
▼ 2.61%
9
Buy
Apr 05, 2026
Rexford Industrial Realty
0.5%
▼ 15.78%
21
Buy
Apr 05, 2026
Main Street Capital
1.55%
▲ 9.64%
5
Buy
Apr 05, 2026
Infosys
1.08%
▼ 10.93%
5
Buy
Mar 31, 2026
Brookfield Asset Management Ltd. Class A
2.21%
▲ 26.06%
7
Buy
Mar 31, 2026
Best Buy Co
0.45%
▼ 7.86%
2
Buy
Mar 31, 2026
LyondellBasell
▲ 33.55%
5
Close
Mar 31, 2026
Novo Nordisk
0.84%
▼ 14.87%
3
Buy
Mar 31, 2026
Automatic Data Processing
0.75%
▼ 15.94%
9
Buy
Mar 25, 2026
VICI Properties
0.72%
▲ 2.06%
10
Buy
Feb 23, 2026
Shell
3.74%
▲ 42.04%
3
Buy
Jan 09, 2026
Comcast
0.93%
▼ 4.61%
8
Buy
Jan 06, 2026
BP
▲ 17.20%
2
Close
Jan 03, 2026
Chevron
0.75%
▲ 28.64%
3
Buy
Jan 03, 2026
Alexandria Equities
0.24%
▼ 48.93%
11
Sell
Dec 20, 2025
AvalonBay
1.08%
▼ 5.58%
4
Buy
Dec 19, 2025
BCE
▼ 14.51%
7
Close
Dec 19, 2025
Essential Properties Realty
▲ 41.68%
2
Close
Dec 19, 2025
Camden Property
▲ 15.19%
3
Close
Dec 19, 2025
Essex Property
▲ 19.45%
2
Close
Dec 19, 2025