Sauk trail investments - New Portfolio

Sauk trail investments
Individual Investor
Ranked #112,959 out of 765,277 TipRanks' Investors
Success Rate
65%
68 out of 105
profitable transactions
Average Return
8.83%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.94%
6-Month Return▲ 5.30%
12-Month Return▲ 23.05%
YTD Return▲ 13.04%
Total Return▲ 71.16%

Best Trade

Opened at
Closed at-
Gain▲ 196.82%

Bio

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

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 1.65%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.82%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.57%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 4.68%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.64%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.09%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 3.10%
Oct 2024
▲ 12.58%
▲ 1.42%
▼ 0.09%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 1.65%
▲ 11.46%▲ 5.06%▲ 7.82%
▼ 2.25%▲ 3.53%▼ 2.57%
▲ 25.72%▲ 1.21%▲ 4.68%
▼ 4.21%▲ 2.34%▲ 1.64%
▲ 7.82%▲ 2.10%▲ 2.09%
▲ 6.02%▼ 0.89%▼ 3.10%
▲ 12.58%▲ 1.42%▼ 0.09%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Tellurian
▲ 27.56%
4
Close
Oct 08, 2024
Shell
4.94%
▲ 11.22%
7
Buy
Sep 29, 2024
MPLX
12.14%
▲ 18.61%
11
Buy
Sep 22, 2024
Orchid Island Capital
0.08%
▼ 9.26%
3
Open
Sep 22, 2024
Pfizer
1.98%
▼ 5.08%
11
Sell
Sep 22, 2024
Cadiz
7.53%
▼ 4.01%
7
Open
Sep 22, 2024
Verizon
10.96%
▲ 8.63%
9
Buy
Sep 22, 2024
Global X MLP ETF
▲ 4.62%
2
Close
Sep 22, 2024
BlackRock Corporate High Yield Fund Inc
5.66%
▲ 2.89%
5
Buy
Sep 22, 2024
Volkswagen
0.2%
▼ 7.00%
1
Open
Sep 22, 2024
ARMOUR Residential REIT
0.63%
▼ 5.67%
1
Open
Sep 22, 2024
Pitney Bowes
▲ 58.94%
11
Close
Sep 02, 2024
Fortescue Metals Group
2.23%
▼ 10.60%
9
Sell
Sep 02, 2024
BCE
▲ 9.00%
4
Close
Sep 02, 2024
Frontline
4.53%
▲ 27.91%
9
Buy
Aug 11, 2024
Franklin Limited Duration Income Trust
11.67%
▲ 5.65%
2
Buy
Jul 07, 2024
Aberdeen Global Income Fund Inc
13.44%
▲ 12.09%
1
Open
Jun 09, 2024
Neuberger Berman High Yield Strategies Fund Inc
17.83%
▲ 6.12%
1
Open
Jun 09, 2024
BHP Group Ltd
6.17%
▼ 2.89%
5
Sell
May 07, 2024
Sunoco
▲ 11.01%
4
Close
May 05, 2024