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YUHID - New Portfolio

Yutan

YUHID
Individual Investor
Ranked #38,128 out of 747,498 TipRanks' Investors
Success Rate
74%
139 out of 188
profitable transactions
Average Return
11.19%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.22%
6-Month Return▲ 8.47%
12-Month Return▲ 11.63%
YTD Return▲ 7.88%
Total Return▲ 15.03%

Best Trade

Opened at
Closed at-
Gain▲ 84.59%

Bio

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

Performance

29.87%0-29.87%
▲ 5.14%
▲ 4.57%
▲ 4.70%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.71%
Jan 2024
▲ 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%
▼ 0.52%
Jun 2024
▲ 29.87%
▲ 0.88%
▲ 5.12%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 4.70%
▼ 1.87%▲ 1.59%▼ 0.71%
▲ 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%▼ 0.52%
▲ 29.87%▲ 0.88%▲ 5.12%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Blue Owl Capital
1.43%
▲ 16.07%
3
Buy
Jul 18, 2024
Alexandria Equities
1.06%
▲ 7.21%
2
Buy
Jul 18, 2024
Crown Castle
0.65%
▼ 1.03%
2
Buy
Jul 18, 2024
Realty Income
1.21%
▲ 11.93%
11
Buy
Jul 18, 2024
VICI Properties
0.64%
▲ 1.74%
4
Buy
Jul 18, 2024
Rexford Industrial Realty
0.73%
▲ 4.08%
9
Buy
Jul 18, 2024
Main Street Capital
1.39%
▲ 6.90%
2
Buy
Jul 18, 2024
Enbridge
2.62%
▲ 9.06%
10
Buy
Jul 05, 2024
Brookfield Asset Management Ltd. Class A
2.48%
▲ 26.75%
4
Buy
Jun 29, 2024
BCE
0.55%
▼ 5.05%
3
Buy
Jun 29, 2024
UnitedHealth
2.34%
▲ 17.94%
8
Buy
Jun 22, 2024
Toronto Dominion Bank
1.46%
▲ 1.81%
6
Buy
Jun 12, 2024
United Parcel
1.52%
▼ 1.79%
10
Buy
Jun 05, 2024
Bristol-Myers Squibb
1.34%
▼ 8.61%
4
Buy
May 29, 2024
CVS Health
2.08%
▼ 5.37%
3
Buy
May 10, 2024
Leggett & Platt
▼ 44.86%
3
Close
May 02, 2024
Comcast
1.16%
▲ 1.49%
3
Buy
Apr 27, 2024
British American Tobacco
3.23%
▲ 16.54%
4
Buy
Apr 24, 2024
Altria Group
▲ 1.37%
2
Close
Apr 24, 2024
Hasbro
▲ 24.42%
3
Close
Apr 24, 2024