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Sauk trail investments - New Portfolio

Sauk trail investments
Individual Investor
Ranked #298,894 out of 775,923 TipRanks' Investors
Success Rate
55%
62 out of 113
profitable transactions
Average Return
4.36%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.39%
6-Month Return▲ 2.47%
12-Month Return▲ 7.21%
YTD Return▲ 7.45%
Total Return▲ 62.70%

Best Trade

Opened at
Closed at
Gain▲ 149.06%

Bio

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

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 7.82%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.57%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 4.68%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.13%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.09%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 3.04%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 1.11%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 5.68%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 7.82%
▼ 2.25%▲ 3.53%▼ 2.57%
▲ 25.71%▲ 1.21%▲ 4.68%
▼ 4.22%▲ 2.34%▲ 1.13%
▲ 7.82%▲ 2.10%▲ 2.09%
▲ 5.38%▼ 0.89%▼ 3.04%
▲ 43.22%▲ 5.96%▲ 1.11%
▲ 3.34%▼ 1.56%▼ 5.68%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Orchid Island Capital
0.5%
▼ 2.38%
6
Buy
Dec 01, 2024
MPLX
13.17%
▲ 25.86%
13
Sell
Nov 24, 2024
BlackRock Corporate High Yield Fund Inc
0%
▲ 2.63%
7
Sell
Nov 24, 2024
NEOS Nasdaq 100 High Income ETF
14.34%
▲ 1.72%
2
Buy
Nov 24, 2024
Frontline
3.4%
▼ 10.14%
10
Buy
Nov 10, 2024
Cadiz
▼ 4.25%
8
Close
Nov 10, 2024
Verizon
11.27%
▲ 4.42%
10
Buy
Nov 10, 2024
Volkswagen
▼ 12.82%
2
Close
Nov 10, 2024
ARMOUR Residential REIT
0%
▼ 2.69%
2
Sell
Nov 10, 2024
Tellurian
▲ 27.56%
4
Close
Oct 08, 2024
Shell
4.54%
▼ 0.09%
7
Buy
Sep 29, 2024
Pfizer
1.98%
▼ 8.78%
11
Sell
Sep 22, 2024
Global X MLP ETF
▲ 4.62%
2
Close
Sep 22, 2024
Pitney Bowes
▲ 58.92%
11
Close
Sep 02, 2024
Fortescue Metals Group
2.1%
▼ 19.74%
9
Sell
Sep 02, 2024
BCE
▲ 9.00%
4
Close
Sep 02, 2024
Franklin Limited Duration Income Trust
11.9%
▲ 6.99%
2
Buy
Jul 07, 2024
Aberdeen Global Income Fund Inc
13.81%
▲ 11.55%
1
Open
Jun 09, 2024
Neuberger Berman High Yield Strategies Fund Inc
17.39%
▲ 2.09%
1
Open
Jun 09, 2024
BHP Group Ltd
5.59%
▼ 13.12%
5
Sell
May 07, 2024