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YUHID - New Portfolio

PerformancePortfolio Details

Yutan

YUHID
Individual Investor
Ranked #139,459 out of 788,370 TipRanks' Investors
Success Rate
63%
152 out of 243
profitable transactions
Average Return
11.89%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.17%
6-Month Return▲ 0.05%
12-Month Return▲ 11.88%
YTD Return▲ 4.85%
Total Return▲ 19.27%

Best Trade

AssetBroadcom (AVGO)
Opened at
Closed at-
Gain▲ 158.05%

Bio

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

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 6.60%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.31%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.99%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 3.28%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 1.93%
Nov 2024
▲ 5.94%
▼ 2.41%
▼ 6.11%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 3.75%
Jan 2025
▼ 10.49%
▼ 0.31%
▲ 1.07%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 6.60%
▼ 13.14%▲ 2.34%▲ 3.31%
▲ 2.93%▲ 2.10%▲ 1.99%
▲ 9.99%▼ 0.89%▼ 3.28%
▲ 26.03%▲ 5.96%▲ 1.93%
▲ 5.94%▼ 2.41%▼ 6.11%
▲ 5.25%▲ 2.69%▲ 3.75%
▼ 10.49%▼ 0.31%▲ 1.07%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ADM
Archer Daniels Midland
0.91%
▼ 13.82%
6
Buy
Feb 16, 2025
MRK
Merck & Company
1.69%
▼ 9.56%
7
Buy
Feb 16, 2025
NVDA
Nvidia
0.64%
▼ 1.72%
2
Buy
Feb 16, 2025
ARE
Alexandria Equities
0.89%
▼ 9.58%
5
Buy
Jan 25, 2025
JNJ
Johnson & Johnson
1.23%
▲ 9.34%
3
Buy
Jan 22, 2025
PEP
PepsiCo
3.49%
▼ 5.93%
7
Buy
Jan 22, 2025
OKE
Oneok
0.56%
▲ 73.61%
2
Sell
Jan 22, 2025
NGG
National Grid Transco
0.81%
▲ 6.83%
2
Buy
Jan 14, 2025
CCI
Crown Castle
0.61%
▼ 4.55%
3
Buy
Jan 11, 2025
EQR
Equity Residential
―
▲ 11.45%
2
Close
Jan 11, 2025
O
Realty Income
1.3%
▲ 13.58%
12
Buy
Jan 11, 2025
REXR
Rexford Industrial Realty
0.64%
▼ 10.10%
17
Buy
Jan 09, 2025
BCE
BCE
0.54%
▼ 16.33%
6
Buy
Dec 28, 2024
CVS
CVS Health
2.52%
▲ 13.37%
8
Buy
Dec 24, 2024
LYB
LyondellBasell
0.58%
▼ 3.65%
2
Buy
Dec 12, 2024
NSRGY
Nestle SA Reg
2.25%
▼ 6.25%
4
Buy
Dec 12, 2024
PFE
Pfizer
1.59%
▼ 8.85%
15
Buy
Nov 09, 2024
CVX
Chevron
0.59%
▲ 7.40%
2
Buy
Oct 03, 2024
TFC
Truist Financial
―
▲ 54.38%
3
Close
Sep 28, 2024
USB
US Bancorp
―
▲ 47.76%
4
Close
Sep 28, 2024