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Sauk trail investments - New Portfolio

Sauk trail investments
Individual Investor
Ranked #98,018 out of 826,206 TipRanks' Investors
Success Rate
73%
95 out of 130
profitable transactions
Average Return
13.96%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.52%
6-Month Return▲ 13.81%
12-Month Return▲ 13.60%
YTD Return▲ 19.51%
Total Return▲ 96.20%

Best Trade

Opened at
Closed at
Gain▲ 279.72%

Bio

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

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 0.99%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 0.33%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 2.20%
May 2025
▲ 9.25%
▲ 5.14%
▲ 0.20%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 4.68%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 5.23%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 1.33%
Sep 2025
▲ 10.09%
▲ 2.05%
▼ 0.88%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 0.99%
▲ 0.80%▼ 0.87%▼ 0.33%
▲ 11.63%▲ 6.28%▲ 2.20%
▲ 9.25%▲ 5.14%▲ 0.20%
▲ 7.60%▲ 2.30%▲ 4.68%
▲ 2.76%▲ 2.05%▲ 5.23%
▲ 12.88%▲ 3.56%▲ 1.33%
▲ 10.09%▲ 2.05%▼ 0.88%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Orchid Island Capital
8.72%
▲ 5.15%
9
Buy
Oct 19, 2025
Pfizer
6.19%
▼ 7.40%
14
Buy
Oct 19, 2025
Roundhill N-100 0DTE Covered Call Strategy ETF
22.54%
▲ 4.14%
3
Buy
Oct 13, 2025
BHP Group Ltd
▲ 8.04%
6
Close
Sep 28, 2025
Frontline
▲ 58.05%
12
Close
Sep 28, 2025
MPLX
16.91%
▲ 36.44%
15
Buy
Sep 28, 2025
Shell
▲ 22.11%
9
Close
Sep 28, 2025
Verizon
13.27%
▲ 10.71%
11
Buy
Sep 28, 2025
Fortescue Metals Group
▼ 7.38%
10
Close
Sep 28, 2025
BlackRock Corporate High Yield Fund Inc
▲ 6.53%
9
Close
Sep 28, 2025
Aberdeen Global Income Fund Inc
▼ 35.86%
2
Close
Sep 28, 2025
Neuberger Berman High Yield Strategies Fund Inc
▲ 14.31%
2
Close
Sep 28, 2025
NEOS Nasdaq 100 High Income ETF
18.07%
▲ 15.33%
4
Buy
Sep 28, 2025
Franklin Limited Duration Income Trust
▲ 10.82%
3
Close
Jan 26, 2025
ARMOUR Residential REIT
▼ 2.22%
3
Close
Jan 26, 2025
AGNC Investment
14.3%
▲ 15.77%
1
Open
Jan 26, 2025
Cadiz
▼ 4.25%
8
Close
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