YUHID - New Portfolio

Yutan

YUHID
Individual Investor
Ranked #19,495 out of 757,311 TipRanks' Investors
Success Rate
80%
157 out of 196
profitable transactions
Average Return
16.63%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
4.64% AVGO
3.42% BTI
3.11% PEP
3.06% ABBV
2.92% AMGN
82.85% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
20.01% Healthcare
16.36% Financial
15.88% Technology
15.59% Consumer Defensive
7.57% Energy
24.60% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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TD
Toronto Dominion Bank
$64.41
$1.82
(2.91%)
premium
6 Buy
6 Hold
0 Sell
Moderate Buy
premium
$112.51B
1.46%
TFC
Truist Financial
$42.93
$0.91
(2.17%)
premium
9 Buy
10 Hold
0 Sell
Moderate Buy
premium
$57.49B
46.92%
USB
US Bancorp
$46.47
$1.29
(2.86%)
premium
7 Buy
11 Hold
0 Sell
Moderate Buy
premium
$72.52B
30.61%
TXN
Texas Instruments
$207.60
$6.89
(3.43%)
Pre
0.77%
premium
8 Buy
13 Hold
3 Sell
Hold
premium
$189.55B
23.03%
QCOM
Qualcomm
$173.92
$5.62
(3.34%)
Pre
0.94%
premium
13 Buy
7 Hold
1 Sell
Moderate Buy
premium
$193.75B
52.01%
OBDC
Blue Owl Capital
$14.94
$0.15
(1.01%)
Pre
0.33%
premium
5 Buy
3 Hold
1 Sell
Moderate Buy
premium
$5.83B
6.33%
MSFT
Microsoft
$438.69
$7.88
(1.83%)
Pre
0.19%
premium
29 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.26T
31.08%
MFC
Manulife Financial
$28.87
$0.63
(2.23%)
premium
6 Buy
3 Hold
0 Sell
Moderate Buy
premium
$51.35B
44.08%
MDT
Medtronic
$89.47
$1.34
(1.52%)
Pre
0.23%
premium
8 Buy
11 Hold
2 Sell
Moderate Buy
premium
$114.74B
6.66%
MA
Mastercard
$493.01
$1.75
(0.35%)
Pre
0.12%
premium
22 Buy
4 Hold
0 Sell
Strong Buy
premium
$455.46B
19.64%
INFY
Infosys
$22.69
$0.21
(0.93%)
Pre
0.57%
premium
4 Buy
3 Hold
1 Sell
Moderate Buy
premium
$94.06B
26.36%
IBM
International Business Machines
$213.89
$1.05
(0.49%)
Pre
0.05%
premium
5 Buy
6 Hold
2 Sell
Hold
premium
$197.02B
46.70%
GILD
Gilead Sciences
$83.90
$0.01
(0.01%)
premium
12 Buy
11 Hold
0 Sell
Moderate Buy
premium
$104.45B
10.72%
CVS
CVS Health
$58.40
$0.02
(0.03%)
Pre
0.17%
premium
7 Buy
8 Hold
0 Sell
Moderate Buy
premium
$73.47B
-18.85%
CSCO
Cisco Systems
$51.44
$0.87
(1.72%)
Pre
0.08%
premium
7 Buy
9 Hold
0 Sell
Moderate Buy
premium
$205.28B
-9.44%
CAH
Cardinal Health
$110.76
$0.65
(0.58%)
premium
6 Buy
7 Hold
1 Sell
Moderate Buy
premium
$26.80B
26.23%
BNS
Bank Of Nova Scotia
$53.08
$0.65
(1.24%)
premium
0 Buy
10 Hold
1 Sell
Hold
premium
$65.27B
8.73%
BAM
Brookfield Asset Management Ltd. Class A
$47.70
$2.03
(4.44%)
Pre
0%
premium
5 Buy
5 Hold
1 Sell
Moderate Buy
premium
$19.97B
29.93%
AVGO
Broadcom
$167.42
$6.28
(3.9%)
Pre
0.84%
premium
24 Buy
3 Hold
0 Sell
Strong Buy
premium
$781.95B
90.38%
ARCC
Ares Capital
$20.75
$0.41
(2.02%)
Pre
0.29%
premium
6 Buy
2 Hold
0 Sell
Strong Buy
premium
$13.08B
5.12%
AMGN
Amgen
$335.95
$3.03
(0.91%)
Pre
0%
premium
9 Buy
7 Hold
1 Sell
Moderate Buy
premium
$180.52B
25.96%
ABBV
AbbVie
$193.62
$0.68
(0.35%)
Pre
0.08%
premium
10 Buy
5 Hold
0 Sell
Moderate Buy
premium
$342.00B
25.70%
UNH
UnitedHealth
$577.07
$3.58
(0.62%)
Pre
0.09%
premium
21 Buy
0 Hold
0 Sell
Strong Buy
premium
$532.88B
20.80%
V
Visa
$285.24
$3.24
(1.12%)
Pre
0.09%
premium
24 Buy
5 Hold
0 Sell
Strong Buy
premium
$563.61B
18.44%
ADM
Archer Daniels Midland
$62.45
$1.92
(3.17%)
Pre
0%
premium
0 Buy
7 Hold
1 Sell
Hold
premium
$29.86B
-23.48%
BMY
Bristol-Myers Squibb
$49.02
$0.72
(1.45%)
Pre
0.02%
premium
2 Buy
8 Hold
3 Sell
Hold
premium
$99.38B
-15.16%
BTI
British American Tobacco
$37.57
$0.31
(0.82%)
Pre
0.05%
premium
premium
$82.88B
12.07%
JNJ
Johnson & Johnson
$164.82
$1.33
(0.8%)
Pre
0.1%
premium
6 Buy
8 Hold
0 Sell
Moderate Buy
premium
$396.76B
2.44%
MRK
Merck & Company
$117.23
$1.41
(1.19%)
Pre
<0.01%
premium
16 Buy
2 Hold
0 Sell
Strong Buy
premium
$297.16B
10.51%
PEP
PepsiCo
$174.66
$0.55
(0.31%)
Pre
1.2%
premium
9 Buy
8 Hold
0 Sell
Moderate Buy
premium
$239.91B
-1.74%
PFE
Pfizer
$29.66
$0.09
(0.3%)
Pre
0.03%
premium
7 Buy
11 Hold
0 Sell
Moderate Buy
premium
$168.07B
-12.47%
PM
Philip Morris
$119.74
$1.22
(1.01%)
Pre
0.08%
premium
7 Buy
0 Hold
0 Sell
Strong Buy
premium
$186.17B
22.55%
UL
Unilever
$64.32
$0.05
(0.08%)
Pre
0.37%
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$160.33B
27.49%
ADP
Automatic Data Processing
$277.69
$1.78
(0.65%)
premium
2 Buy
8 Hold
1 Sell
Hold
premium
$113.24B
12.23%
BBY
Best Buy Co
$98.46
$0.33
(0.34%)
premium
9 Buy
7 Hold
1 Sell
Moderate Buy
premium
$21.14B
38.67%
BP
BP
$32.76
$0.33
(1.02%)
Pre
0.34%
premium
4 Buy
4 Hold
0 Sell
Moderate Buy
premium
$88.42B
-16.46%
CMI
Cummins
$309.14
$8.49
(2.82%)
Pre
<0.01%
premium
2 Buy
7 Hold
2 Sell
Hold
premium
$42.37B
32.79%
GD
General Dynamics
$304.73
$2.35
(0.78%)
Pre
0.42%
premium
13 Buy
3 Hold
0 Sell
Strong Buy
premium
$83.73B
35.69%
LMT
Lockheed Martin
$565.18
$0.31
(0.05%)
Pre
0.03%
premium
9 Buy
6 Hold
1 Sell
Moderate Buy
premium
$134.72B
32.38%
LOW
Lowe's
$261.00
$4.37
(1.7%)
Pre
<0.01%
premium
12 Buy
11 Hold
0 Sell
Moderate Buy
premium
$148.06B
17.99%
RTX
RTX
$118.82
$0.78
(0.66%)
Pre
0.15%
premium
6 Buy
5 Hold
1 Sell
Moderate Buy
premium
$158.06B
57.22%
SHEL
Shell
$69.17
$1
(1.47%)
Pre
0.22%
premium
3 Buy
3 Hold
0 Sell
Moderate Buy
premium
$214.07B
4.60%
SNA
Snap-on
$286.11
$5.45
(1.94%)
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$15.07B
11.88%
UPS
United Parcel
$132.13
$1.48
(1.13%)
Pre
2.48%
premium
8 Buy
10 Hold
1 Sell
Moderate Buy
premium
$113.18B
-17.32%
APD
Air Products and Chemicals
$287.72
$0.42
(0.15%)
premium
6 Buy
7 Hold
0 Sell
Moderate Buy
premium
$63.96B
-2.55%
ARE
Alexandria Equities
$122.22
$1.64
(1.32%)
premium
3 Buy
5 Hold
0 Sell
Moderate Buy
premium
$21.38B
10.80%
AVB
AvalonBay
$230.55
$0.14
(0.06%)
premium
8 Buy
8 Hold
0 Sell
Moderate Buy
premium
$32.79B
26.13%
BCE
BCE
$35.19
$0.42
(1.18%)
premium
3 Buy
7 Hold
0 Sell
Moderate Buy
premium
$32.10B
-12.22%
CMCSA
Comcast
$40.27
$0.45
(1.13%)
Pre
0.57%
premium
11 Buy
7 Hold
0 Sell
Moderate Buy
premium
$155.95B
-12.92%
ENB
Enbridge
$40.39
$0.13
(0.32%)
premium
5 Buy
3 Hold
1 Sell
Moderate Buy
premium
$87.99B
15.94%
EPRT
Essential Properties Realty
$33.88
$0.23
(0.68%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$5.96B
43.74%
LYB
LyondellBasell
$96.09
$2.15
(2.29%)
premium
5 Buy
9 Hold
1 Sell
Moderate Buy
premium
$31.24B
-4.05%
NGG
National Grid Transco
$68.83
$1.22
(1.74%)
Pre
0.74%
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$66.38B
10.04%
OKE
Oneok
$93.77
$0.13
(0.14%)
premium
8 Buy
5 Hold
0 Sell
Moderate Buy
premium
$54.77B
38.54%
VZ
Verizon
$43.94
$0.06
(0.14%)
Pre
0.16%
premium
6 Buy
9 Hold
0 Sell
Moderate Buy
premium
$184.97B
31.38%
CCI
Crown Castle
$115.17
$2.61
(2.22%)
Pre
>0.01%
premium
2 Buy
10 Hold
0 Sell
Hold
premium
$50.05B
21.46%
CPT
Camden Property
$126.66
$1.41
(1.13%)
premium
6 Buy
12 Hold
1 Sell
Moderate Buy
premium
$13.51B
22.83%
EQR
Equity Residential
$77.06
$0.02
(0.03%)
Pre
0.6%
premium
9 Buy
9 Hold
0 Sell
Moderate Buy
premium
$30.12B
23.45%
ESS
Essex Property
$312.42
$0.18
(0.06%)
premium
5 Buy
14 Hold
0 Sell
Moderate Buy
premium
$20.77B
39.55%
O
Realty Income
$60.70
$1.49
(2.4%)
Pre
0.16%
premium
5 Buy
6 Hold
0 Sell
Moderate Buy
premium
$52.86B
15.17%
VICI
VICI Properties
$32.81
$0.25
(0.76%)
premium
10 Buy
2 Hold
0 Sell
Strong Buy
premium
$34.36B
6.68%
PG
Procter & Gamble
$171.54
$2.38
(1.37%)
Pre
0%
premium
13 Buy
6 Hold
0 Sell
Moderate Buy
premium
$403.07B
13.23%
NSRGY
Nestle SA Reg
$100.79
$0.43
(0.42%)
premium
0 Buy
1 Hold
1 Sell
Moderate Sell
premium
$259.29B
-15.14%
REXR
Rexford Industrial Realty
$52.18
$1.16
(2.27%)
premium
6 Buy
4 Hold
1 Sell
Moderate Buy
premium
$11.45B
0.38%
MAIN
Main Street Capital
$50.40
$0.23
(0.46%)
Pre
0.62%
premium
1 Buy
3 Hold
0 Sell
Hold
premium
$4.39B
23.06%
NEE
NextEra Energy
$82.29
$1.99
(2.36%)
Pre
0.05%
premium
7 Buy
3 Hold
1 Sell
Moderate Buy
premium
$169.14B
24.69%