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Sauk trail investments - New Portfolio

Sauk trail investments
Individual Investor
Ranked #325,684 out of 795,507 TipRanks' Investors
Success Rate
48%
57 out of 120
profitable transactions
Average Return
3.59%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 7.90%
6-Month Return▼ 10.84%
12-Month Return▲ 4.34%
YTD Return▼ 2.43%
Total Return▲ 60.46%

Best Trade

Opened at
Closed at-
Gain▲ 151.46%

Bio

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

Performance

25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 4.79%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 4.56%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 0.77%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 5.30%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 6.56%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.31%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.19%
Mar 2025
▼ 12.15%
▼ 4.55%
▼ 8.55%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 4.79%
▲ 10.00%▼ 0.89%▼ 4.56%
▲ 25.98%▲ 5.96%▲ 0.77%
▲ 5.34%▼ 2.41%▼ 5.30%
▲ 5.99%▲ 2.69%▲ 6.56%
▼ 12.86%▼ 1.27%▲ 0.31%
▼ 1.80%▼ 5.57%▼ 0.19%
▼ 12.15%▼ 4.55%▼ 8.55%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Frontline
4.21%
▲ 4.66%
11
Buy
Jan 26, 2025
MPLX
14.09%
▲ 27.59%
14
Buy
Jan 26, 2025
Orchid Island Capital
0.64%
▼ 16.68%
7
Buy
Jan 26, 2025
Pfizer
1.84%
▼ 21.04%
12
Buy
Jan 26, 2025
Shell
4.94%
▲ 2.51%
8
Buy
Jan 26, 2025
BlackRock Corporate High Yield Fund Inc
0.01%
▼ 3.81%
8
Buy
Jan 26, 2025
Franklin Limited Duration Income Trust
▲ 10.82%
3
Close
Jan 26, 2025
ARMOUR Residential REIT
▼ 2.22%
3
Close
Jan 26, 2025
NEOS Nasdaq 100 High Income ETF
12.16%
▼ 7.56%
3
Sell
Jan 26, 2025
AGNC Investment
11.62%
▼ 11.56%
1
Open
Jan 26, 2025
Cadiz
▼ 4.25%
8
Close
Nov 10, 2024
Verizon
12.82%
▲ 19.90%
10
Buy
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
Pitney Bowes
▲ 58.92%
11
Close
Sep 02, 2024
Fortescue Metals Group
1.8%
▼ 31.50%
9
Sell
Sep 02, 2024
BCE
▲ 9.00%
4
Close
Sep 02, 2024
Aberdeen Global Income Fund Inc
13.82%
▲ 12.50%
1
Open
Jun 09, 2024
Neuberger Berman High Yield Strategies Fund Inc
17.01%
▼ 0.42%
1
Open
Jun 09, 2024