YUHID - New Portfolio

Yutan

YUHID
Individual Investor
Ranked #24,770 out of 748,869 TipRanks' Investors
Success Rate
78%
148 out of 189
profitable transactions
Average Return
12.04%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.49%
6-Month Return▲ 8.54%
12-Month Return▲ 13.31%
YTD Return▲ 8.83%
Total Return▲ 16.04%

Best Trade

Opened at
Closed at-
Gain▲ 77.88%

Bio

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

Performance

24.77%0-24.77%
▲ 5.14%
▲ 4.57%
▲ 4.70%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.71%
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
▲ 11.46%
▲ 5.06%
▲ 3.19%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.52%
Jun 2024
▲ 24.77%
▼ 1.07%
▲ 6.04%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 4.70%
▼ 1.87%▲ 1.59%▼ 0.71%
▲ 14.08%▲ 5.22%▼ 0.19%
▲ 5.05%▲ 3.27%▲ 4.38%
▼ 12.40%▼ 4.03%▼ 3.36%
▲ 11.46%▲ 5.06%▲ 3.19%
▼ 2.25%▲ 3.53%▼ 0.52%
▲ 24.77%▼ 1.07%▲ 6.04%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Enbridge
2.75%
▲ 9.42%
11
Buy
Jul 27, 2024
Blue Owl Capital
1.42%
▲ 13.23%
4
Buy
Jul 22, 2024
Alexandria Equities
0.99%
▲ 1.82%
2
Buy
Jul 18, 2024
Crown Castle
0.67%
▲ 1.27%
2
Buy
Jul 18, 2024
Realty Income
1.21%
▲ 12.88%
11
Buy
Jul 18, 2024
VICI Properties
0.64%
▲ 3.65%
4
Buy
Jul 18, 2024
Rexford Industrial Realty
0.71%
▲ 3.96%
9
Buy
Jul 18, 2024
Main Street Capital
1.38%
▲ 8.69%
2
Buy
Jul 18, 2024
Brookfield Asset Management Ltd. Class A
2.45%
▲ 29.84%
4
Buy
Jun 29, 2024
BCE
0.56%
▼ 4.62%
3
Buy
Jun 29, 2024
UnitedHealth
2.37%
▲ 18.86%
8
Buy
Jun 22, 2024
Toronto Dominion Bank
1.45%
▲ 2.35%
6
Buy
Jun 12, 2024
United Parcel
1.34%
▼ 12.85%
10
Buy
Jun 05, 2024
Bristol-Myers Squibb
1.57%
▲ 8.12%
4
Buy
May 29, 2024
CVS Health
2.16%
▼ 2.00%
3
Buy
May 10, 2024
Leggett & Platt
▼ 44.86%
3
Close
May 02, 2024
Comcast
1.16%
▲ 0.50%
3
Buy
Apr 27, 2024
British American Tobacco
3.37%
▲ 23.42%
4
Buy
Apr 24, 2024
Altria Group
▲ 1.37%
2
Close
Apr 24, 2024
Hasbro
▲ 24.42%
3
Close
Apr 24, 2024