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Sauk trail investments - New Portfolio

Sauk trail investments
Individual Investor
Ranked #133,996 out of 803,748 TipRanks' Investors
Success Rate
63%
76 out of 120
profitable transactions
Average Return
11.33%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.22%
6-Month Return▲ 10.84%
12-Month Return▲ 15.38%
YTD Return▲ 11.41%
Total Return▲ 82.90%

Best Trade

Opened at
Closed at-
Gain▲ 223.50%

Bio

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

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 0.68%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 5.30%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 6.56%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.31%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.19%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 1.97%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 3.08%
May 2025
▲ 3.57%
▲ 1.29%
▲ 3.35%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 0.68%
▲ 5.10%▼ 2.41%▼ 5.30%
▲ 6.03%▲ 2.69%▲ 6.56%
▼ 12.86%▼ 1.27%▲ 0.31%
▼ 1.80%▼ 5.57%▼ 0.19%
▲ 1.83%▼ 0.87%▼ 1.97%
▲ 12.21%▲ 6.28%▲ 3.08%
▲ 3.57%▲ 1.29%▲ 3.35%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Frontline
4.89%
▲ 34.65%
11
Buy
Jan 26, 2025
MPLX
13.84%
▲ 40.06%
14
Buy
Jan 26, 2025
Orchid Island Capital
0.67%
▼ 3.61%
7
Buy
Jan 26, 2025
Pfizer
1.88%
▼ 11.14%
12
Buy
Jan 26, 2025
Shell
5.26%
▲ 21.05%
8
Buy
Jan 26, 2025
BlackRock Corporate High Yield Fund Inc
0.01%
▲ 7.07%
8
Buy
Jan 26, 2025
Franklin Limited Duration Income Trust
▲ 10.82%
3
Close
Jan 26, 2025
ARMOUR Residential REIT
▼ 2.22%
3
Close
Jan 26, 2025
NEOS Nasdaq 100 High Income ETF
12.26%
▲ 4.69%
3
Sell
Jan 26, 2025
AGNC Investment
11.81%
▲ 1.16%
1
Open
Jan 26, 2025
Cadiz
▼ 4.25%
8
Close
Nov 10, 2024
Verizon
11.5%
▲ 17.92%
10
Buy
Nov 10, 2024
Volkswagen
▼ 12.82%
2
Close
Nov 10, 2024
Tellurian
▲ 27.56%
4
Close
Oct 08, 2024
Global X MLP ETF
▲ 4.62%
2
Close
Sep 22, 2024
Pitney Bowes
▲ 58.93%
11
Close
Sep 02, 2024
Fortescue Metals Group
1.79%
▼ 25.48%
9
Sell
Sep 02, 2024
BCE
▲ 9.00%
4
Close
Sep 02, 2024
Aberdeen Global Income Fund Inc
13.9%
▲ 26.92%
1
Open
Jun 09, 2024
Neuberger Berman High Yield Strategies Fund Inc
16.88%
▲ 10.97%
1
Open
Jun 09, 2024