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Sauk trail investments - New Portfolio

Sauk trail investments
Individual Investor
Ranked #155,053 out of 770,014 TipRanks' Investors
Success Rate
63%
69 out of 110
profitable transactions
Average Return
9.38%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.34%
6-Month Return▲ 4.66%
12-Month Return▲ 20.73%
YTD Return▲ 14.74%
Total Return▲ 73.74%

Best Trade

Opened at
Closed at-
Gain▲ 197.76%

Bio

A diversified dividend-focused portfolio with good exposure to risk and conservative equities

Performance

31.73%0-31.73%
▼ 12.40%
▼ 4.03%
▼ 1.65%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.82%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.57%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 4.68%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.13%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.09%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 3.04%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 1.85%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 1.65%
▲ 11.46%▲ 5.06%▲ 7.82%
▼ 2.25%▲ 3.53%▼ 2.57%
▲ 25.72%▲ 1.21%▲ 4.68%
▼ 4.22%▲ 2.34%▲ 1.13%
▲ 7.82%▲ 2.10%▲ 2.09%
▲ 5.70%▼ 0.89%▼ 3.04%
▲ 31.73%▲ 4.73%▲ 1.85%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
MPLX
13.07%
▲ 30.68%
13
Sell
Nov 24, 2024
Orchid Island Capital
0.47%
▼ 4.53%
5
Buy
Nov 24, 2024
BlackRock Corporate High Yield Fund Inc
0%
▲ 3.29%
7
Sell
Nov 24, 2024
NEOS Nasdaq 100 High Income ETF
13.45%
▼ 0.35%
2
Buy
Nov 24, 2024
Frontline
4.63%
▲ 24.86%
10
Buy
Nov 10, 2024
Cadiz
▼ 4.25%
8
Close
Nov 10, 2024
Verizon
11.86%
▲ 15.01%
10
Buy
Nov 10, 2024
Volkswagen
▼ 12.82%
2
Close
Nov 10, 2024
ARMOUR Residential REIT
0%
▼ 4.10%
2
Sell
Nov 10, 2024
Tellurian
▲ 27.56%
4
Close
Oct 08, 2024
Shell
4.66%
▲ 7.17%
7
Buy
Sep 29, 2024
Pfizer
1.88%
▼ 9.36%
11
Sell
Sep 22, 2024
Global X MLP ETF
▲ 4.62%
2
Close
Sep 22, 2024
Pitney Bowes
▲ 58.92%
11
Close
Sep 02, 2024
Fortescue Metals Group
2.13%
▼ 15.65%
9
Sell
Sep 02, 2024
BCE
▲ 9.00%
4
Close
Sep 02, 2024
Franklin Limited Duration Income Trust
11.68%
▲ 8.80%
2
Buy
Jul 07, 2024
Aberdeen Global Income Fund Inc
13.12%
▲ 10.80%
1
Open
Jun 09, 2024
Neuberger Berman High Yield Strategies Fund Inc
17.18%
▲ 4.26%
1
Open
Jun 09, 2024
BHP Group Ltd
5.87%
▼ 4.51%
5
Sell
May 07, 2024