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YUHID - New Portfolio
Yutan
YUHIDIndividual Investor
Ranked #59,092 out of 764,637 TipRanks' Investors
Success Rate
149 out of 213
profitable transactions
profitable transactions
Average Return
12.54%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.53%
6-Month Return▲ 10.05%
12-Month Return▲ 20.85%
YTD Return▲ 11.52%
Total Return▲ 18.91%
Best Trade
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
▼ 4.21%
▲ 2.34%
▲ 3.31%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.04%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 2.92%
Oct 2024
▼ 2.13%
▲ 0.42%
▼ 0.42%
Nov 2024
▼ 12.40%▼ 4.03%▼ 3.36%
▲ 11.46%▲ 5.06%▲ 3.19%
▼ 2.25%▲ 3.53%▼ 0.50%
▲ 25.72%▲ 1.21%▲ 6.60%
▼ 4.21%▲ 2.34%▲ 3.31%
▲ 7.82%▲ 2.10%▲ 2.04%
▲ 6.02%▼ 0.89%▼ 2.92%
▼ 2.13%▲ 0.42%▼ 0.42%
Recent Activity
CVS Health
2.14%
▼ 6.46%
6
Buy
Oct 30, 2024
Archer Daniels Midland
0.94%
▼ 11.85%
4
Buy
Oct 30, 2024
Pfizer
1.72%
▼ 6.48%
14
Buy
Oct 30, 2024
Rexford Industrial Realty
0.68%
▼ 9.30%
14
Buy
Oct 19, 2024
Chevron
0.62%
▲ 2.57%
2
Buy
Oct 03, 2024
Truist Financial
―
▲ 52.47%
3
Close
Sep 28, 2024
US Bancorp
―
▲ 47.76%
4
Close
Sep 28, 2024
Microsoft
3.27%
▲ 6.64%
3
Buy
Sep 28, 2024
PepsiCo
3.33%
▼ 2.95%
4
Buy
Sep 28, 2024
Blue Owl Capital
1.32%
▲ 8.53%
7
Buy
Sep 20, 2024
Nestle SA Reg
1.9%
▼ 13.02%
3
Buy
Aug 26, 2024
Enbridge
2.95%
▲ 21.75%
11
Buy
Jul 27, 2024
Alexandria Equities
0.91%
▼ 4.05%
2
Buy
Jul 18, 2024
Crown Castle
0.65%
▲ 1.72%
2
Buy
Jul 18, 2024
Realty Income
1.19%
▲ 16.47%
11
Buy
Jul 18, 2024
VICI Properties
0.64%
▲ 6.90%
4
Buy
Jul 18, 2024
Main Street Capital
1.3%
▲ 10.55%
2
Buy
Jul 18, 2024
Brookfield Asset Management Ltd. Class A
3.07%
▲ 65.57%
4
Buy
Jun 29, 2024
BCE
0.47%
▼ 6.27%
3
Buy
Jun 29, 2024
UnitedHealth
2.24%
▲ 18.41%
8
Buy
Jun 22, 2024