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YUHID - New Portfolio
Yutan
YUHIDIndividual Investor
Ranked #19,495 out of 757,311 TipRanks' Investors
Success Rate
157 out of 196
profitable transactions
profitable transactions
Average Return
16.63%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.49%
6-Month Return▲ 12.33%
12-Month Return▲ 21.84%
YTD Return▲ 14.29%
Total Return▲ 21.87%
Best Trade
Bio
Yutan High Dividend Index
https://yutan-investment.com
Performance
25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▼ 0.19%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.38%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.36%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.19%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.51%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 6.60%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 3.31%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 1.12%
Sep 2024
▲ 14.08%▲ 5.22%▼ 0.19%
▲ 5.05%▲ 3.27%▲ 4.38%
▼ 12.40%▼ 4.03%▼ 3.36%
▲ 11.46%▲ 5.06%▲ 3.19%
▼ 2.25%▲ 3.53%▼ 0.51%
▲ 25.76%▲ 1.21%▲ 6.60%
▼ 4.21%▲ 2.34%▲ 3.31%
▲ 2.65%▼ 0.40%▲ 1.12%
Recent Activity
CVS Health
2.02%
▼ 3.58%
4
Buy
Sep 11, 2024
Pfizer
1.58%
▼ 2.32%
11
Buy
Sep 10, 2024
Nestle SA Reg
1.99%
▼ 7.18%
3
Buy
Aug 26, 2024
Blue Owl Capital
1.32%
▲ 7.08%
6
Buy
Aug 20, 2024
Microsoft
2.69%
▲ 17.86%
2
Buy
Aug 06, 2024
Enbridge
2.88%
▲ 22.05%
11
Buy
Jul 27, 2024
Alexandria Equities
0.97%
▲ 6.05%
2
Buy
Jul 18, 2024
Crown Castle
0.68%
▲ 12.41%
2
Buy
Jul 18, 2024
Realty Income
1.2%
▲ 21.97%
11
Buy
Jul 18, 2024
VICI Properties
0.65%
▲ 12.41%
4
Buy
Jul 18, 2024
Rexford Industrial Realty
0.72%
▲ 8.13%
9
Buy
Jul 18, 2024
Main Street Capital
1.3%
▲ 8.28%
2
Buy
Jul 18, 2024
Brookfield Asset Management Ltd. Class A
2.64%
▲ 42.16%
4
Buy
Jun 29, 2024
BCE
0.56%
▲ 3.97%
3
Buy
Jun 29, 2024
UnitedHealth
2.28%
▲ 21.14%
8
Buy
Jun 22, 2024
Toronto Dominion Bank
1.53%
▲ 10.05%
6
Buy
Jun 12, 2024
United Parcel
1.31%
▼ 10.49%
10
Buy
Jun 05, 2024
Bristol-Myers Squibb
1.45%
▲ 6.60%
4
Buy
May 29, 2024
Leggett & Platt
―
▼ 44.86%
3
Close
May 02, 2024
Comcast
1.11%
▲ 0.83%
3
Buy
Apr 27, 2024