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Sauk trail investments - New Portfolio

Sauk trail investments
Individual Investor
Ranked #49,811 out of 747,046 TipRanks' Investors
Success Rate
74%
61 out of 83
profitable transactions
Average Return
13.34%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.80%
6-Month Return▲ 20.31%
12-Month Return▲ 34.43%
YTD Return▲ 15.57%
Total Return▲ 75.01%

Best Trade

Opened at
Closed at-
Gain▲ 256.37%

Bio

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

Performance

19.38%0-19.38%
▲ 5.14%
▲ 4.57%
▲ 6.84%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.41%
Jan 2024
▲ 14.08%
▲ 5.22%
▼ 0.50%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.26%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 1.98%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 9.12%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.05%
Jun 2024
▲ 19.38%
▲ 2.34%
▲ 5.77%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 6.84%
▼ 1.87%▲ 1.59%▼ 0.41%
▲ 14.08%▲ 5.22%▼ 0.50%
▲ 5.05%▲ 3.27%▲ 5.26%
▼ 12.40%▼ 4.03%▼ 1.98%
▲ 11.46%▲ 5.06%▲ 9.12%
▼ 2.25%▲ 3.53%▼ 2.05%
▲ 19.38%▲ 2.34%▲ 5.77%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Frontline
5.75%
▲ 62.67%
8
Buy
Jul 07, 2024
Pfizer
2.11%
▲ 0.15%
8
Buy
Jul 07, 2024
Cadiz
0.2%
▼ 10.29%
5
Open
Jul 07, 2024
Pitney Bowes
1.76%
▲ 73.21%
8
Buy
Jul 07, 2024
Verizon
11.27%
▲ 12.90%
8
Buy
Jul 07, 2024
Fortescue Metals Group
2.06%
▼ 8.04%
5
Buy
Jul 07, 2024
BlackRock Corporate High Yield Fund Inc
4.54%
▲ 1.41%
2
Buy
Jul 07, 2024
Franklin Limited Duration Income Trust
11.92%
▲ 3.71%
2
Buy
Jul 07, 2024
Tellurian
0.91%
▼ 1.87%
1
Open
Jul 07, 2024
BCE
2.45%
▲ 5.43%
1
Open
Jul 07, 2024
Aberdeen Global Income Fund Inc
14.12%
▲ 7.71%
1
Open
Jun 09, 2024
Neuberger Berman High Yield Strategies Fund Inc
18.37%
▲ 2.81%
1
Open
Jun 09, 2024
MPLX
10.01%
▲ 18.52%
8
Buy
May 21, 2024
BHP Group Ltd
6.32%
▲ 0.95%
5
Sell
May 07, 2024
Sunoco
▲ 11.01%
4
Close
May 05, 2024
Global X MLP ETF
2.84%
▲ 5.29%
1
Open
May 05, 2024
Shell
5.36%
▲ 22.65%
5
Buy
Apr 07, 2024
Ford Motor
▲ 8.89%
4
Close
Feb 14, 2024
Star Bulk Carriers
▲ 1.73%
3
Close
Dec 10, 2023
AT&T
▲ 3.03%
4
Close
Dec 10, 2023