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Sauk trail investments - New Portfolio

Sauk trail investments
Individual Investor
Ranked #37,841 out of 857,147 TipRanks' Investors
Success Rate
80%
104 out of 130
profitable transactions
Average Return
19.80%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.65%
6-Month Return▲ 17.38%
12-Month Return▲ 28.04%
YTD Return▲ 11.85%
Total Return▲ 128.62%

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%
▲ 2.76%
▲ 2.05%
▲ 5.23%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 1.66%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.89%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 4.88%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.99%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 7.44%
Jan 2026
▼ 1.18%
▼ 0.86%
▲ 5.88%
Feb 2026
▲ 4.28%
▼ 3.58%
▼ 1.67%
Mar 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 2.76%▲ 2.05%▲ 5.23%
▲ 12.88%▲ 3.56%▲ 1.66%
▲ 10.96%▲ 2.38%▼ 0.89%
▼ 3.68%▲ 0.19%▲ 4.88%
▼ 0.10%▲ 0.08%▼ 0.99%
▲ 4.06%▲ 1.47%▲ 7.44%
▼ 1.18%▼ 0.86%▲ 5.88%
▲ 4.28%▼ 3.58%▼ 1.67%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Orchid Island Capital
8.57%
▲ 9.99%
9
Buy
Oct 19, 2025
Pfizer
6.84%
▲ 5.12%
14
Buy
Oct 19, 2025
Roundhill N-100 0DTE Covered Call Strategy ETF
17.81%
▲ 2.21%
3
Buy
Oct 13, 2025
BHP Group Ltd
▲ 7.99%
6
Close
Sep 28, 2025
Frontline
▲ 58.05%
12
Close
Sep 28, 2025
MPLX
19.04%
▲ 60.58%
15
Buy
Sep 28, 2025
Shell
▲ 22.11%
9
Close
Sep 28, 2025
Verizon
16.5%
▲ 40.54%
11
Buy
Sep 28, 2025
Fortescue Metals Group
▼ 7.35%
10
Close
Sep 28, 2025
BlackRock Corporate High Yield Fund Inc
▲ 6.53%
9
Close
Sep 28, 2025
Aberdeen Global Income Fund Inc
▼ 35.87%
2
Close
Sep 28, 2025
Neuberger Berman High Yield Strategies Fund Inc
▲ 14.29%
2
Close
Sep 28, 2025
NEOS Nasdaq 100 High Income ETF
16.55%
▲ 12.44%
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
14.68%
▲ 24.52%
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