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YUHID - New Portfolio

Yutan

YUHID
Individual Investor
Ranked #69,164 out of 732,952 TipRanks' Investors
Success Rate
67%
110 out of 165
profitable transactions
Average Return
7.07%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.13%
6-Month Return▲ 13.11%
12-Month Return-
YTD Return▲ 2.18%
Total Return▲ 8.96%

Best Trade

Opened at
Closed at-
Gain▲ 54.16%

Bio

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

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 2.48%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 7.51%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 4.70%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.72%
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
▲ 5.65%
▲ 3.02%
▲ 2.22%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 2.48%
▲ 9.22%▲ 9.13%▲ 7.51%
▲ 5.14%▲ 4.57%▲ 4.70%
▼ 1.87%▲ 1.59%▼ 0.72%
▲ 14.08%▲ 5.22%▼ 0.19%
▲ 5.05%▲ 3.27%▲ 4.38%
▼ 12.40%▼ 4.03%▼ 3.36%
▲ 5.65%▲ 3.02%▲ 2.22%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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UnitedHealth
2.17%
▲ 4.84%
7
Buy
May 02, 2024
Bristol-Myers Squibb
1.39%
▼ 12.51%
3
Buy
May 02, 2024
Leggett & Platt
▼ 44.86%
3
Close
May 02, 2024
Enbridge
2.7%
▲ 9.45%
8
Buy
May 02, 2024
Comcast
1.24%
▼ 3.33%
3
Buy
Apr 27, 2024
CVS Health
1.99%
▼ 17.11%
2
Buy
Apr 24, 2024
British American Tobacco
3.14%
▲ 2.79%
4
Buy
Apr 24, 2024
Altria Group
▲ 1.37%
2
Close
Apr 24, 2024
Hasbro
▲ 24.42%
3
Close
Apr 24, 2024
Air Products and Chemicals
1.12%
▼ 4.69%
2
Buy
Apr 24, 2024
BCE
0.53%
▼ 10.58%
2
Buy
Apr 24, 2024
AT&T
▲ 12.91%
2
Close
Apr 24, 2024
NextEra Energy
1.65%
▲ 14.78%
5
Buy
Apr 24, 2024
Rexford Industrial Realty
0.48%
▼ 8.04%
5
Buy
Apr 19, 2024
Pfizer
1.67%
▼ 11.64%
10
Buy
Apr 11, 2024
Realty Income
0.75%
▲ 7.05%
10
Buy
Mar 19, 2024
Toronto Dominion Bank
1.4%
▼ 6.42%
4
Buy
Mar 13, 2024
3M
▲ 8.97%
2
Close
Mar 13, 2024
Camden Property
0.59%
▲ 6.72%
2
Buy
Feb 23, 2024
Digital Realty
▲ 23.31%
2
Close
Feb 23, 2024