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YUHID - New Portfolio

Yutan

YUHID
Individual Investor
Ranked #109,588 out of 769,291 TipRanks' Investors
Success Rate
65%
141 out of 218
profitable transactions
Average Return
13.12%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.93%
6-Month Return▲ 9.48%
12-Month Return▲ 18.88%
YTD Return▲ 11.99%
Total Return▲ 19.41%

Best Trade

Opened at
Closed at-
Gain▲ 104.42%

Bio

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

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 3.36%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.19%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.50%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 6.60%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.31%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.04%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 2.95%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 0.04%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 3.36%
▲ 11.46%▲ 5.06%▲ 3.19%
▼ 2.25%▲ 3.53%▼ 0.50%
▲ 25.72%▲ 1.21%▲ 6.60%
▼ 4.22%▲ 2.34%▲ 3.31%
▲ 7.82%▲ 2.10%▲ 2.04%
▲ 5.70%▼ 0.89%▼ 2.95%
▲ 37.60%▲ 4.40%▲ 0.04%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Rexford Industrial Realty
0.66%
▼ 9.95%
15
Buy
Nov 20, 2024
CVS Health
2.29%
▼ 3.35%
7
Buy
Nov 09, 2024
Archer Daniels Midland
0.94%
▼ 10.19%
5
Buy
Nov 09, 2024
Pfizer
1.62%
▼ 14.32%
15
Buy
Nov 09, 2024
BCE
0.48%
▼ 17.62%
4
Buy
Nov 09, 2024
Chevron
0.64%
▲ 9.41%
2
Buy
Oct 03, 2024
Truist Financial
▲ 54.38%
3
Close
Sep 28, 2024
US Bancorp
▲ 47.76%
4
Close
Sep 28, 2024
Microsoft
3.29%
▲ 7.50%
3
Buy
Sep 28, 2024
PepsiCo
3.2%
▼ 6.03%
4
Buy
Sep 28, 2024
Blue Owl Capital
1.35%
▲ 10.65%
7
Buy
Sep 20, 2024
Nestle SA Reg
1.68%
▼ 21.43%
3
Buy
Aug 26, 2024
Enbridge
3.08%
▲ 33.01%
11
Buy
Jul 27, 2024
Alexandria Equities
0.86%
▼ 8.35%
2
Buy
Jul 18, 2024
Crown Castle
0.62%
▼ 0.26%
2
Buy
Jul 18, 2024
Realty Income
1.13%
▲ 13.53%
11
Buy
Jul 18, 2024
VICI Properties
0.64%
▲ 10.07%
4
Buy
Jul 18, 2024
Main Street Capital
1.39%
▲ 16.58%
2
Buy
Jul 18, 2024
Brookfield Asset Management Ltd. Class A
3.07%
▲ 72.95%
4
Buy
Jun 29, 2024
UnitedHealth
2.33%
▲ 24.65%
8
Buy
Jun 22, 2024