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YUHID - New Portfolio
Yutan
YUHIDIndividual Investor
Ranked #114,471 out of 814,738 TipRanks' Investors
Success Rate
183 out of 276
profitable transactions
profitable transactions
Average Return
15.89%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.59%
6-Month Return▲ 4.57%
12-Month Return▲ 5.73%
YTD Return▲ 9.42%
Total Return▲ 24.41%
Best Trade
Bio
Yutan High Dividend Index
https://yutan-investment.com
Performance
27.88%0-27.88%
▲ 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
▲ 27.88%
▲ 2.30%
▼ 0.74%
Jul 2025
▲ 2.53%
▲ 0.95%
▲ 5.63%
Aug 2025
▲ 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%
▲ 27.88%▲ 2.30%▼ 0.74%
▲ 2.53%▲ 0.95%▲ 5.63%
Recent Activity
United Parcel
1.12%
▼ 29.18%
14
Buy
Aug 14, 2025
LyondellBasell
0.58%
▼ 13.75%
4
Buy
Aug 14, 2025
Oneok
0.71%
▲ 8.39%
4
Buy
Aug 14, 2025
Alexandria Equities
0.8%
▼ 11.40%
10
Buy
Jul 18, 2025
PepsiCo
3.61%
▼ 0.64%
10
Buy
Jul 12, 2025
Procter & Gamble
2.2%
▲ 7.53%
3
Buy
Jul 12, 2025
Blue Owl Capital
0.61%
▲ 12.16%
8
Sell
Jul 02, 2025
Merck & Company
1.79%
▼ 7.51%
9
Buy
Jul 02, 2025
Pfizer
1.56%
▼ 5.03%
18
Buy
Jul 02, 2025
Main Street Capital
2.05%
▲ 38.06%
3
Buy
Jul 02, 2025
UnitedHealth
1.16%
▼ 30.98%
9
Buy
May 24, 2025
Comcast
0.87%
▼ 9.00%
4
Buy
Apr 29, 2025
Rexford Industrial Realty
0.61%
▼ 7.55%
20
Buy
Apr 11, 2025
Microsoft
3.93%
▲ 33.40%
5
Buy
Apr 05, 2025
Brookfield Asset Management Ltd. Class A
2.97%
▲ 74.38%
5
Buy
Mar 20, 2025
Nvidia
0.91%
▲ 36.52%
4
Buy
Mar 06, 2025
Archer Daniels Midland
1.06%
▲ 11.37%
6
Buy
Feb 16, 2025
Johnson & Johnson
1.24%
▲ 21.58%
3
Buy
Jan 22, 2025
National Grid Transco
0.87%
▲ 28.06%
2
Buy
Jan 14, 2025
Crown Castle
0.62%
▲ 9.38%
3
Buy
Jan 11, 2025