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Sauk trail investments - New Portfolio

Sauk trail investments
Individual Investor
Ranked #177,459 out of 781,107 TipRanks' Investors
Success Rate
61%
69 out of 113
profitable transactions
Average Return
8.52%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.05%
6-Month Return▲ 0.74%
12-Month Return▲ 18.06%
YTD Return▲ 5.33%
Total Return▲ 73.48%

Best Trade

Opened at
Closed at-
Gain▲ 178.03%

Bio

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

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 2.57%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 4.68%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.13%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.09%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 3.38%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 1.08%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.14%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 5.33%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 2.57%
▲ 8.13%▲ 1.21%▲ 4.68%
▼ 13.14%▲ 2.34%▲ 1.13%
▲ 2.93%▲ 2.10%▲ 2.09%
▲ 10.00%▼ 0.89%▼ 3.38%
▲ 26.04%▲ 5.96%▲ 1.08%
▲ 5.93%▼ 2.41%▼ 4.14%
▲ 6.90%▲ 1.96%▲ 5.33%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Orchid Island Capital
0.49%
▲ 0.55%
6
Buy
Dec 01, 2024
MPLX
14.14%
▲ 36.16%
13
Sell
Nov 24, 2024
BlackRock Corporate High Yield Fund Inc
0%
▲ 4.09%
7
Sell
Nov 24, 2024
NEOS Nasdaq 100 High Income ETF
13.95%
▲ 3.30%
2
Buy
Nov 24, 2024
Frontline
4.02%
▲ 16.58%
10
Buy
Nov 10, 2024
Cadiz
▼ 4.25%
8
Close
Nov 10, 2024
Verizon
10.62%
▲ 4.65%
10
Buy
Nov 10, 2024
Volkswagen
▼ 12.82%
2
Close
Nov 10, 2024
ARMOUR Residential REIT
0%
▼ 2.38%
2
Sell
Nov 10, 2024
Tellurian
▲ 27.56%
4
Close
Oct 08, 2024
Shell
4.82%
▲ 9.92%
7
Buy
Sep 29, 2024
Pfizer
1.93%
▼ 8.96%
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
2.15%
▼ 15.61%
9
Sell
Sep 02, 2024
BCE
▲ 9.00%
4
Close
Sep 02, 2024
Franklin Limited Duration Income Trust
11.74%
▲ 10.98%
2
Buy
Jul 07, 2024
Aberdeen Global Income Fund Inc
13.37%
▲ 12.87%
1
Open
Jun 09, 2024
Neuberger Berman High Yield Strategies Fund Inc
16.89%
▲ 3.87%
1
Open
Jun 09, 2024
BHP Group Ltd
5.89%
▼ 9.88%
5
Sell
May 07, 2024