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YUHID - New Portfolio

Yutan

YUHID
Individual Investor
Ranked #93,569 out of 793,835 TipRanks' Investors
Success Rate
64%
160 out of 250
profitable transactions
Average Return
11.22%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.31%
6-Month Return▼ 3.02%
12-Month Return▲ 7.75%
YTD Return▲ 4.53%
Total Return▲ 18.82%

Best Trade

Opened at
Closed at-
Gain▲ 100.19%

Bio

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

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 3.31%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.99%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 3.20%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 1.94%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 6.26%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 3.58%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.26%
Feb 2025
▲ 3.73%
▼ 4.27%
▼ 1.31%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 3.31%
▲ 2.93%▲ 2.10%▲ 1.99%
▲ 10.00%▼ 0.89%▼ 3.20%
▲ 26.01%▲ 5.96%▲ 1.94%
▲ 5.33%▼ 2.41%▼ 6.26%
▲ 5.89%▲ 2.69%▲ 3.58%
▼ 12.86%▼ 1.27%▲ 2.26%
▲ 3.73%▼ 4.27%▼ 1.31%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Microsoft
3.07%
▼ 1.63%
4
Buy
Mar 27, 2025
Pfizer
1.6%
▼ 11.78%
16
Buy
Mar 27, 2025
Brookfield Asset Management Ltd. Class A
2.71%
▲ 42.19%
5
Buy
Mar 20, 2025
Alexandria Equities
0.92%
▼ 8.20%
6
Buy
Mar 20, 2025
Rexford Industrial Realty
0.65%
▼ 11.83%
18
Buy
Mar 20, 2025
Nvidia
0.63%
▼ 14.44%
4
Buy
Mar 06, 2025
Archer Daniels Midland
0.92%
▼ 14.39%
6
Buy
Feb 16, 2025
Merck & Company
1.72%
▼ 8.87%
7
Buy
Feb 16, 2025
Johnson & Johnson
1.26%
▲ 10.29%
3
Buy
Jan 22, 2025
PepsiCo
3.45%
▼ 7.74%
7
Buy
Jan 22, 2025
Oneok
0.57%
▲ 74.28%
2
Sell
Jan 22, 2025
National Grid Transco
0.89%
▲ 14.25%
2
Buy
Jan 14, 2025
Crown Castle
0.7%
▲ 9.06%
3
Buy
Jan 11, 2025
Equity Residential
▲ 11.45%
2
Close
Jan 11, 2025
Realty Income
1.31%
▲ 13.71%
12
Buy
Jan 11, 2025
BCE
0.53%
▼ 17.48%
6
Buy
Dec 28, 2024
CVS Health
2.72%
▲ 19.91%
8
Buy
Dec 24, 2024
LyondellBasell
0.54%
▼ 11.37%
2
Buy
Dec 12, 2024
Nestle SA Reg
2.47%
▲ 0.91%
4
Buy
Dec 12, 2024
Chevron
0.64%
▲ 13.68%
2
Buy
Oct 03, 2024