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Yeld List - New Portfolio

Yeld List
Individual Investor
Ranked #137,061 out of 781,066 TipRanks' Investors
Success Rate
74%
36 out of 49
profitable transactions
Average Return
8.06%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.32%
6-Month Return▲ 4.92%
12-Month Return-
YTD Return▲ 4.64%
Total Return▲ 10.82%

Best Trade

Opened at
Closed at-
Gain▲ 42.92%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 1.18%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 4.94%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.94%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.20%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.30%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.26%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 5.09%
Dec 2024
▲ 11.17%
▲ 1.96%
▲ 4.64%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 1.18%
▲ 8.13%▲ 1.21%▲ 4.94%
▼ 13.14%▲ 2.34%▲ 1.94%
▲ 2.93%▲ 2.10%▲ 1.20%
▲ 10.00%▼ 0.89%▼ 2.30%
▲ 26.04%▲ 5.96%▲ 4.26%
▲ 5.93%▼ 2.41%▼ 5.09%
▲ 11.17%▲ 1.96%▲ 4.64%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Pennantpark $
0%
▲ 5.61%
1
Open
Aug 19, 2024
Kraft Heinz
0%
▼ 16.27%
1
Open
Aug 19, 2024
Ford Motor
0%
▼ 3.74%
1
Open
Aug 19, 2024
Northwest Gas
0%
▲ 3.75%
1
Open
Aug 19, 2024
Black Hills
0%
▲ 4.74%
1
Open
Aug 19, 2024
Universal
0%
▼ 1.08%
1
Open
Aug 19, 2024
Citigroup
0%
▲ 26.57%
1
Open
Jul 25, 2024
Truist Financial
0%
▲ 10.60%
1
Open
Jul 25, 2024
First Horizon
0%
▲ 30.16%
1
Open
Jul 25, 2024
Morgan Stanley
0%
▲ 35.39%
1
Open
Jul 25, 2024
Blackstone Mortgage
0%
▲ 11.81%
1
Open
Jul 24, 2024
Omega Healthcare
0%
▲ 6.22%
1
Open
Jul 24, 2024
EPR Properties
0%
▲ 10.53%
1
Open
Jul 24, 2024
Ares Capital
56.45%
▲ 16.24%
1
Open
Jul 23, 2024
Aker ASA
0%
▼ 21.02%
1
Open
Jul 23, 2024
Aker BP ASA
0%
▲ 3.62%
1
Open
Jul 23, 2024
BP p.l.c.
0%
▼ 2.22%
1
Open
Jul 23, 2024
Enterprise Products Partners
0%
▲ 16.05%
1
Open
Jul 23, 2024
KeyCorp
0%
▲ 18.06%
1
Open
Jul 23, 2024
Proximus
0%
▼ 28.41%
1
Open
Jul 23, 2024