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Sauk Trail Capital - New Portfolio

PerformancePortfolio Details

Michael Reen

Sauk Trail Capital
Individual Investor
Ranked #145,033 out of 861,174 TipRanks' Investors
Success Rate
83%
43 out of 52
profitable transactions
Average Return
6.91%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.34%
6-Month Return▲ 10.91%
12-Month Return▲ 20.93%
YTD Return▲ 8.79%
Total Return▲ 18.99%

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

16.06%0-16.06%
▲ 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
▼ 1.33%
▼ 0.86%
▲ 2.43%
Feb 2026
▲ 0.52%
▼ 4.94%
▼ 2.86%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 3.43%
Apr 2026
▲ 2.08%
▼ 0.09%
▼ 0.73%
May 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 10.96%▲ 2.38%▲ 2.10%
▼ 3.68%▲ 0.19%▲ 1.52%
▼ 0.10%▲ 0.08%▼ 0.67%
▲ 4.06%▲ 1.47%▲ 6.48%
▼ 1.33%▼ 0.86%▲ 2.43%
▲ 0.52%▼ 4.94%▼ 2.86%
▲ 16.06%▲ 10.51%▲ 3.43%
▲ 2.08%▼ 0.09%▼ 0.73%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
MPLX
MPLX
22.97%
▲ 10.33%
4
Buy
Apr 26, 2026
QQQI
NEOS Nasdaq 100 High Income ETF
27.31%
▲ 10.89%
5
Buy
Apr 26, 2026
AGNC
AGNC Investment
0%
▲ 23.96%
4
Sell
Apr 26, 2026
ORC
Orchid Island Capital
21.72%
▲ 0.01%
6
Buy
Apr 26, 2026
PFE
Pfizer
8.24%
▲ 5.64%
6
Buy
Apr 26, 2026
VZ
Verizon
9.58%
▲ 25.19%
4
Sell
Apr 26, 2026
QDTE
Roundhill N-100 0DTE Covered Call Strategy ETF
5.03%
▲ 6.52%
4
Sell
Apr 26, 2026
SLRC
SLR Investment Corp.
2.35%
▲ 4.13%
3
Buy
Apr 26, 2026
PRGO
Perrigo Company
1.68%
▼ 5.92%
3
Buy
Apr 26, 2026
USAC
USA Compression
1.13%
▲ 11.19%
3
Buy
Apr 26, 2026
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
BWLP
BW LPG Ltd
―
▲ 7.11%
3
Close
Nov 30, 2025
SHEL
Shell
―
▲ 2.60%
2
Close
Feb 16, 2025