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Sauk trail investments - New Portfolio

Sauk trail investments
Individual Investor
Ranked #46,932 out of 852,106 TipRanks' Investors
Success Rate
80%
104 out of 130
profitable transactions
Average Return
18.36%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.41%
6-Month Return▲ 16.00%
12-Month Return▲ 22.96%
YTD Return▲ 7.21%
Total Return▲ 118.42%

Best Trade

Opened at
Closed at
Gain▲ 279.74%

Bio

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

Performance

12.88%0-12.88%
▲ 7.60%
▲ 2.30%
▲ 4.68%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 5.23%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 1.33%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.89%
Oct 2025
▼ 3.58%
▲ 0.19%
▲ 4.88%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.99%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 7.44%
Jan 2026
▲ 0.50%
▼ 0.21%
Feb 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 7.60%▲ 2.30%▲ 4.68%
▲ 2.76%▲ 2.05%▲ 5.23%
▲ 12.88%▲ 3.56%▲ 1.33%
▲ 10.96%▲ 2.38%▼ 0.89%
▼ 3.58%▲ 0.19%▲ 4.88%
▼ 0.10%▲ 0.08%▼ 0.99%
▲ 4.06%▲ 1.47%▲ 7.44%
▲ 0.50%▼ 0.21%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Orchid Island Capital
9.07%
▲ 16.12%
9
Buy
Oct 19, 2025
Pfizer
6.55%
▲ 2.76%
14
Buy
Oct 19, 2025
Roundhill N-100 0DTE Covered Call Strategy ETF
18.91%
▲ 6.61%
3
Buy
Oct 13, 2025
BHP Group Ltd
▲ 8.04%
6
Close
Sep 28, 2025
Frontline
▲ 58.05%
12
Close
Sep 28, 2025
MPLX
18.02%
▲ 51.87%
15
Buy
Sep 28, 2025
Shell
▲ 22.10%
9
Close
Sep 28, 2025
Verizon
14.57%
▲ 26.43%
11
Buy
Sep 28, 2025
Fortescue Metals Group
▼ 7.38%
10
Close
Sep 28, 2025
BlackRock Corporate High Yield Fund Inc
▲ 6.52%
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
17.25%
▲ 16.65%
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
15.62%
▲ 33.60%
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