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Sauk trail investments - New Portfolio

Sauk trail investments
Individual Investor
Ranked #66,031 out of 832,956 TipRanks' Investors
Success Rate
75%
98 out of 130
profitable transactions
Average Return
15.69%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.91%
6-Month Return▲ 14.08%
12-Month Return▲ 27.69%
YTD Return▲ 24.74%
Total Return▲ 104.78%

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%
▲ 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
▲ 10.96%
▲ 2.38%
▼ 0.89%
Oct 2025
▼ 3.57%
▲ 0.19%
▲ 5.68%
Nov 2025
▼ 3.92%
▼ 1.01%
▼ 1.24%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▲ 10.96%▲ 2.38%▼ 0.89%
▼ 3.57%▲ 0.19%▲ 5.68%
▼ 3.92%▼ 1.01%▼ 1.24%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Orchid Island Capital
8.88%
▲ 8.73%
9
Buy
Oct 19, 2025
Pfizer
6.27%
▼ 4.52%
14
Buy
Oct 19, 2025
Roundhill N-100 0DTE Covered Call Strategy ETF
21.12%
▲ 2.67%
3
Buy
Oct 13, 2025
BHP Group Ltd
▲ 8.04%
6
Close
Sep 28, 2025
Frontline
▲ 58.05%
12
Close
Sep 28, 2025
MPLX
17.68%
▲ 46.07%
15
Buy
Sep 28, 2025
Shell
▲ 22.10%
9
Close
Sep 28, 2025
Verizon
13.46%
▲ 12.57%
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
▼ 35.87%
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
17.5%
▲ 13.29%
4
Buy
Sep 28, 2025
Franklin Limited Duration Income Trust
▲ 10.83%
3
Close
Jan 26, 2025
ARMOUR Residential REIT
▼ 2.23%
3
Close
Jan 26, 2025
AGNC Investment
15.08%
▲ 23.77%
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