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YUHID - New Portfolio
Yutan
YUHIDIndividual Investor
Ranked #152,931 out of 808,802 TipRanks' Investors
Success Rate
172 out of 271
profitable transactions
profitable transactions
Average Return
13.20%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.96%
6-Month Return▲ 3.99%
12-Month Return▲ 5.05%
YTD Return▲ 6.28%
Total Return▲ 20.83%
Best Trade
Bio
Yutan High Dividend Index
https://yutan-investment.com
Performance
14.83%0-14.83%
▲ 5.10%
▼ 2.41%
▼ 6.26%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 3.52%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.24%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.71%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 4.54%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 1.19%
May 2025
▲ 6.24%
▲ 5.14%
▲ 2.83%
Jun 2025
▲ 14.83%
▲ 1.65%
▲ 1.82%
Jul 2025
▲ 5.10%▼ 2.41%▼ 6.26%
▲ 6.03%▲ 2.69%▲ 3.52%
▼ 12.86%▼ 1.27%▲ 2.24%
▼ 1.80%▼ 5.57%▼ 0.71%
▲ 1.84%▼ 0.87%▼ 4.54%
▲ 12.20%▲ 6.28%▲ 1.19%
▲ 6.24%▲ 5.14%▲ 2.83%
▲ 14.83%▲ 1.65%▲ 1.82%
Recent Activity
Alexandria Equities
0.84%
▼ 10.89%
10
Buy
Jul 18, 2025
PepsiCo
3.61%
▼ 3.01%
10
Buy
Jul 12, 2025
United Parcel
1.06%
▼ 23.72%
12
Buy
Jul 12, 2025
Oneok
0.72%
▲ 22.58%
3
Buy
Jul 12, 2025
Procter & Gamble
2.21%
▲ 4.71%
3
Buy
Jul 12, 2025
Blue Owl Capital
0.67%
▲ 20.37%
8
Sell
Jul 02, 2025
Merck & Company
1.73%
▼ 12.41%
9
Buy
Jul 02, 2025
Pfizer
1.53%
▼ 10.84%
18
Buy
Jul 02, 2025
Main Street Capital
2.07%
▲ 35.77%
3
Buy
Jul 02, 2025
UnitedHealth
1.12%
▼ 34.46%
9
Buy
May 24, 2025
Comcast
0.92%
▼ 6.03%
4
Buy
Apr 29, 2025
LyondellBasell
0.56%
▼ 8.34%
3
Buy
Apr 29, 2025
Rexford Industrial Realty
0.57%
▼ 16.15%
20
Buy
Apr 11, 2025
Microsoft
4.08%
▲ 35.15%
5
Buy
Apr 05, 2025
Brookfield Asset Management Ltd. Class A
3.16%
▲ 81.70%
5
Buy
Mar 20, 2025
Nvidia
0.92%
▲ 34.98%
4
Buy
Mar 06, 2025
Archer Daniels Midland
0.95%
▼ 3.27%
6
Buy
Feb 16, 2025
Johnson & Johnson
1.16%
▲ 10.74%
3
Buy
Jan 22, 2025
National Grid Transco
0.88%
▲ 27.59%
2
Buy
Jan 14, 2025
Crown Castle
0.65%
▲ 10.91%
3
Buy
Jan 11, 2025