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Sauk Trail Capital - New Portfolio

PerformancePortfolio Details

Michael Reen

Sauk Trail Capital
Individual Investor
Ranked #181,105 out of 858,889 TipRanks' Investors
Success Rate
78%
35 out of 45
profitable transactions
Average Return
6.58%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.39%
6-Month Return▲ 11.44%
12-Month Return▲ 29.03%
YTD Return▲ 6.52%
Total Return▲ 16.50%

Best Trade

AssetFrontline (FRO)
Opened at
Closed at
Gain▲ 34.42%

Bio

Self-Derived dividend focused diversified portfolio aiming to allow for 40k in yearly dividend payouts starting in 2030

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▼ 3.22%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 2.10%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 1.52%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.67%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 6.48%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 2.40%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 2.86%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 0.57%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▼ 3.22%
▲ 10.96%▲ 2.38%▲ 2.10%
▼ 3.68%▲ 0.19%▲ 1.52%
▼ 0.10%▲ 0.08%▼ 0.67%
▲ 4.06%▲ 1.47%▲ 6.48%
▼ 1.12%▼ 0.86%▲ 2.40%
▲ 0.60%▼ 4.94%▼ 2.86%
▲ 4.89%▲ 4.48%▲ 0.57%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
QQQI
NEOS Nasdaq 100 High Income ETF
19.25%
▲ 6.76%
4
Buy
Jan 18, 2026
ORC
Orchid Island Capital
11.03%
▲ 2.77%
5
Buy
Jan 18, 2026
PFE
Pfizer
6.36%
▲ 9.66%
5
Buy
Jan 18, 2026
QDTE
Roundhill N-100 0DTE Covered Call Strategy ETF
16.19%
▼ 0.82%
3
Buy
Jan 18, 2026
SLRC
SLR Investment Corp.
1.64%
▼ 0.98%
2
Sell
Jan 18, 2026
PRGO
Perrigo Company
1.19%
▼ 15.11%
2
Sell
Jan 18, 2026
USAC
USA Compression
0.15%
▲ 16.87%
2
Buy
Jan 18, 2026
MPLX
MPLX
16.97%
▲ 10.21%
3
Buy
Nov 30, 2025
AGNC
AGNC Investment
13.31%
▲ 20.53%
3
Sell
Nov 30, 2025
ARLP
Alliance Resource
―
▼ 3.66%
3
Close
Nov 30, 2025
BHPLF
BHP Group Ltd
―
▲ 5.04%
3
Close
Nov 30, 2025
FCO
Aberdeen Global Income Fund Inc
―
▼ 43.19%
3
Close
Nov 30, 2025
FRO
Frontline
―
▲ 34.04%
3
Close
Nov 30, 2025
FSUGY
Fortescue Metals Group
―
▲ 22.24%
3
Close
Nov 30, 2025
HYT
BlackRock Corporate High Yield Fund Inc
―
▲ 3.06%
3
Close
Nov 30, 2025
NHS
Neuberger Berman High Yield Strategies Fund Inc
―
▲ 5.94%
3
Close
Nov 30, 2025
VZ
Verizon
13.91%
▲ 21.16%
3
Buy
Nov 30, 2025
BWLP
BW LPG Ltd
―
▲ 7.11%
3
Close
Nov 30, 2025
SHEL
Shell
―
▲ 2.60%
2
Close
Feb 16, 2025