Sauk Trail Capital - New Portfolio

Michael Reen

Sauk Trail Capital
Individual Investor
Ranked #422,417 out of 794,370 TipRanks' Investors
Success Rate
32%
9 out of 28
profitable transactions
Average Return
-4.05%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.80%
6-Month Return-
12-Month Return-
YTD Return▼ 2.89%
Total Return▼ 2.89%

Best Trade

Opened at
Closed at-
Gain▲ 11.99%

Bio

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

Performance

26.01%0-26.01%
▲ 2.93%
▲ 2.10%
Sep 2024
▲ 10.00%
▼ 0.89%
Oct 2024
▲ 26.01%
▲ 5.96%
Nov 2024
▲ 5.33%
▼ 2.41%
Dec 2024
▲ 5.87%
▲ 2.69%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.78%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.46%
Mar 2025
▲ 0.58%
▲ 0.28%
▼ 0.68%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%
▲ 10.00%▼ 0.89%
▲ 26.01%▲ 5.96%
▲ 5.33%▼ 2.41%
▲ 5.87%▲ 2.69%
▼ 12.86%▼ 1.27%▼ 0.78%
▼ 1.80%▼ 5.57%▼ 1.46%
▲ 0.58%▲ 0.28%▼ 0.68%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
MPLX
14.8%
▼ 0.38%
2
Buy
Feb 16, 2025
NEOS Nasdaq 100 High Income ETF
11.89%
▼ 8.79%
2
Buy
Feb 16, 2025
AGNC Investment
12.9%
▼ 5.54%
2
Buy
Feb 16, 2025
Alliance Resource
4.31%
▲ 1.72%
2
Buy
Feb 16, 2025
BHP Group Ltd
5.18%
▼ 4.38%
2
Buy
Feb 16, 2025
Aberdeen Global Income Fund Inc
13.61%
▲ 5.33%
2
Buy
Feb 16, 2025
Frontline
3.74%
▼ 14.53%
2
Buy
Feb 16, 2025
Fortescue Metals Group
1.72%
▼ 18.72%
2
Buy
Feb 16, 2025
BlackRock Corporate High Yield Fund Inc
0.01%
▼ 1.91%
2
Buy
Feb 16, 2025
Neuberger Berman High Yield Strategies Fund Inc
16.97%
▲ 0.68%
2
Buy
Feb 16, 2025
Orchid Island Capital
0.5%
▼ 12.83%
2
Buy
Feb 16, 2025
Pfizer
1.91%
▼ 3.94%
2
Buy
Feb 16, 2025
Shell
▲ 3.66%
2
Close
Feb 16, 2025
Verizon
12.31%
▲ 10.29%
2
Buy
Feb 16, 2025
BW LPG Ltd
0.14%
▼ 10.90%
1
Open
Feb 16, 2025