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YUHID - New Portfolio

PerformancePortfolio Details

Yutan

YUHID
Individual Investor
Ranked #284,391 out of 775,913 TipRanks' Investors
Success Rate
54%
122 out of 227
profitable transactions
Average Return
7.58%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.47%
6-Month Return▲ 3.85%
12-Month Return▲ 7.11%
YTD Return▲ 6.46%
Total Return▲ 13.52%

Best Trade

AssetBroadcom (AVGO)
Opened at
Closed at-
Gain▲ 159.87%

Bio

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

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 3.23%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.55%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 6.60%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.31%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.99%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 2.99%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 1.93%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 6.60%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 3.23%
▼ 2.25%▲ 3.53%▼ 0.55%
▲ 25.71%▲ 1.21%▲ 6.60%
▼ 4.22%▲ 2.34%▲ 3.31%
▲ 7.82%▲ 2.10%▲ 1.99%
▲ 5.38%▼ 0.89%▼ 2.99%
▲ 43.22%▲ 5.96%▲ 1.93%
▲ 3.34%▼ 1.56%▼ 6.60%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
JNJ
Johnson & Johnson
0.87%
▼ 5.02%
2
Buy
Dec 12, 2024
MRK
Merck & Company
1.76%
▼ 5.13%
5
Buy
Dec 12, 2024
PEP
PepsiCo
3.36%
▼ 7.89%
6
Buy
Dec 12, 2024
LYB
LyondellBasell
0.59%
▼ 7.98%
2
Buy
Dec 12, 2024
NSRGY
Nestle SA Reg
2.06%
▼ 18.81%
4
Buy
Dec 12, 2024
NVDA
Nvidia
0.54%
▲ 0.34%
1
Open
Dec 12, 2024
BCE
BCE
0.46%
▼ 23.55%
5
Buy
Nov 27, 2024
REXR
Rexford Industrial Realty
0.62%
▼ 18.42%
15
Buy
Nov 20, 2024
CVS
CVS Health
1.77%
▼ 24.91%
7
Buy
Nov 09, 2024
ADM
Archer Daniels Midland
0.91%
▼ 14.75%
5
Buy
Nov 09, 2024
PFE
Pfizer
1.69%
▼ 10.12%
15
Buy
Nov 09, 2024
CVX
Chevron
0.57%
▼ 3.30%
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
MSFT
Microsoft
3.49%
▲ 13.68%
3
Buy
Sep 28, 2024
OBDC
Blue Owl Capital
1.37%
▲ 11.91%
7
Buy
Sep 20, 2024
ENB
Enbridge
2.98%
▲ 26.53%
11
Buy
Jul 27, 2024
ARE
Alexandria Equities
0.79%
▼ 14.17%
2
Buy
Jul 18, 2024
CCI
Crown Castle
0.54%
▼ 12.08%
2
Buy
Jul 18, 2024
O
Realty Income
1.06%
▲ 4.90%
11
Buy
Jul 18, 2024