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YUHID - New Portfolio

Yutan

YUHID
Individual Investor
Ranked #174,690 out of 825,227 TipRanks' Investors
Success Rate
64%
182 out of 286
profitable transactions
Average Return
17.83%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.69%
6-Month Return▲ 12.62%
12-Month Return▲ 5.62%
YTD Return▲ 12.21%
Total Return▲ 27.58%

Best Trade

Opened at
Closed at-
Gain▲ 330.31%

Bio

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

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 0.71%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 4.54%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 1.19%
May 2025
▲ 9.25%
▲ 5.14%
▲ 2.83%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 0.74%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 6.55%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 0.07%
Sep 2025
▲ 10.60%
▲ 2.86%
▲ 1.58%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 0.71%
▲ 0.80%▼ 0.87%▼ 4.54%
▲ 11.63%▲ 6.28%▲ 1.19%
▲ 9.25%▲ 5.14%▲ 2.83%
▲ 7.60%▲ 2.30%▼ 0.74%
▲ 2.76%▲ 2.05%▲ 6.55%
▲ 12.88%▲ 3.56%▲ 0.07%
▲ 10.60%▲ 2.86%▲ 1.58%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AvalonBay
0.41%
▲ 1.78%
3
Buy
Oct 23, 2025
Infosys
1.36%
▲ 7.37%
3
Buy
Oct 11, 2025
Comcast
0.79%
▼ 16.70%
5
Buy
Sep 27, 2025
Oneok
0.81%
▼ 1.41%
6
Buy
Sep 23, 2025
NextEra Energy
1.73%
▲ 36.73%
7
Buy
Sep 23, 2025
United Parcel
1.2%
▼ 24.49%
15
Buy
Sep 06, 2025
LyondellBasell
0.49%
▼ 21.84%
4
Buy
Aug 14, 2025
Alexandria Equities
0.78%
▼ 9.46%
10
Buy
Jul 18, 2025
PepsiCo
3.58%
▲ 2.78%
10
Buy
Jul 12, 2025
Procter & Gamble
2.03%
▲ 3.51%
3
Buy
Jul 12, 2025
Blue Owl Capital
0.55%
▲ 8.41%
8
Sell
Jul 02, 2025
Merck & Company
1.77%
▼ 4.51%
9
Buy
Jul 02, 2025
Pfizer
1.45%
▼ 8.60%
18
Buy
Jul 02, 2025
Main Street Capital
1.76%
▲ 24.00%
3
Buy
Jul 02, 2025
UnitedHealth
1.35%
▼ 16.21%
9
Buy
May 24, 2025
Rexford Industrial Realty
0.64%
▲ 1.71%
20
Buy
Apr 11, 2025
Microsoft
4.01%
▲ 40.61%
5
Buy
Apr 05, 2025
Brookfield Asset Management Ltd. Class A
2.65%
▲ 62.45%
5
Buy
Mar 20, 2025
Nvidia
0.96%
▲ 49.41%
4
Buy
Mar 06, 2025
Archer Daniels Midland
1.04%
▲ 12.87%
6
Buy
Feb 16, 2025