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YUHID - New Portfolio

Yutan

YUHID
Individual Investor
Ranked #105,821 out of 769,002 TipRanks' Investors
Success Rate
65%
141 out of 217
profitable transactions
Average Return
12.68%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.23%
6-Month Return▲ 7.05%
12-Month Return▲ 18.41%
YTD Return▲ 11.54%
Total Return▲ 18.93%

Best Trade

Opened at
Closed at-
Gain▲ 98.14%

Bio

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

Performance

25.72%0-25.72%
▼ 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
▲ 23.63%
▲ 3.84%
▼ 0.35%
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%
▲ 23.63%▲ 3.84%▼ 0.35%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Rexford Industrial Realty
0.67%
▼ 9.03%
15
Buy
Nov 20, 2024
CVS Health
2.27%
▼ 3.81%
7
Buy
Nov 09, 2024
Archer Daniels Midland
0.95%
▼ 10.48%
5
Buy
Nov 09, 2024
Pfizer
1.6%
▼ 14.96%
15
Buy
Nov 09, 2024
BCE
0.48%
▼ 16.64%
4
Buy
Nov 09, 2024
Chevron
0.64%
▲ 9.21%
2
Buy
Oct 03, 2024
Truist Financial
▲ 54.38%
3
Close
Sep 28, 2024
US Bancorp
▲ 47.76%
4
Close
Sep 28, 2024
Microsoft
3.28%
▲ 7.97%
3
Buy
Sep 28, 2024
PepsiCo
3.19%
▼ 6.97%
4
Buy
Sep 28, 2024
Blue Owl Capital
1.35%
▲ 10.58%
7
Buy
Sep 20, 2024
Nestle SA Reg
1.7%
▼ 20.34%
3
Buy
Aug 26, 2024
Enbridge
3.11%
▲ 30.87%
11
Buy
Jul 27, 2024
Alexandria Equities
0.84%
▼ 9.72%
2
Buy
Jul 18, 2024
Crown Castle
0.62%
▼ 0.39%
2
Buy
Jul 18, 2024
Realty Income
1.14%
▲ 12.52%
11
Buy
Jul 18, 2024
VICI Properties
0.64%
▲ 9.22%
4
Buy
Jul 18, 2024
Main Street Capital
1.37%
▲ 16.36%
2
Buy
Jul 18, 2024
Brookfield Asset Management Ltd. Class A
3.09%
▲ 71.21%
4
Buy
Jun 29, 2024
UnitedHealth
2.38%
▲ 25.28%
8
Buy
Jun 22, 2024