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Sauk Trail Capital - New Portfolio

Michael Reen

Sauk Trail Capital
Individual Investor
Ranked #351,217 out of 788,370 TipRanks' Investors
Success Rate
61%
17 out of 28
profitable transactions
Average Return
0.45%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.34%
6-Month Return-
12-Month Return-
YTD Return▲ 1.34%
Total Return▲ 1.34%

Best Trade

Opened at
Closed at-
Gain▲ 7.08%

Bio

Self-Derived dividend focused diversified portfolio aiming to allow for 40k in yearly dividend payouts starting in 2030

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
Sep 2024
▲ 9.99%
▼ 0.89%
Oct 2024
▲ 26.03%
▲ 5.96%
Nov 2024
▲ 5.97%
▼ 2.41%
Dec 2024
▲ 5.25%
▲ 2.69%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 1.34%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%
▲ 9.99%▼ 0.89%
▲ 26.03%▲ 5.96%
▲ 5.97%▼ 2.41%
▲ 5.25%▲ 2.69%
▼ 9.08%▲ 1.42%▲ 1.34%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
MPLX
14.18%
▼ 1.32%
2
Buy
Feb 16, 2025
NEOS Nasdaq 100 High Income ETF
12.81%
▼ 0.92%
2
Buy
Feb 16, 2025
AGNC Investment
13.88%
▲ 2.21%
2
Buy
Feb 16, 2025
Alliance Resource
4.12%
▲ 0.44%
2
Buy
Feb 16, 2025
BHP Group Ltd
5.41%
▲ 1.30%
2
Buy
Feb 16, 2025
Aberdeen Global Income Fund Inc
12.8%
▲ 1.25%
2
Buy
Feb 16, 2025
Frontline
4.01%
▼ 6.58%
2
Buy
Feb 16, 2025
Fortescue Metals Group
2.01%
▼ 3.47%
2
Buy
Feb 16, 2025
BlackRock Corporate High Yield Fund Inc
0.01%
▲ 0.25%
2
Buy
Feb 16, 2025
Neuberger Berman High Yield Strategies Fund Inc
16.68%
▲ 1.11%
2
Buy
Feb 16, 2025
Orchid Island Capital
0.59%
▲ 4.51%
2
Buy
Feb 16, 2025
Pfizer
1.97%
▲ 2.28%
2
Buy
Feb 16, 2025
Shell
▲ 3.66%
2
Close
Feb 16, 2025
Verizon
11.38%
▲ 5.41%
2
Buy
Feb 16, 2025
BW LPG Ltd
0.16%
▼ 3.92%
1
Open
Feb 16, 2025