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Sauk trail investments - New Portfolio

Sauk trail investments
Individual Investor
Ranked #77,425 out of 736,444 TipRanks' Investors
Success Rate
67%
47 out of 70
profitable transactions
Average Return
12.57%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.35%
6-Month Return▲ 16.11%
12-Month Return▲ 36.38%
YTD Return▲ 10.35%
Total Return▲ 67.09%

Best Trade

Opened at
Closed at-
Gain▲ 324.16%

Bio

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

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▲ 0.35%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 6.21%
Nov 2023
▲ 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
▲ 6.81%
▲ 4.78%
▲ 7.94%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▲ 0.35%
▲ 9.22%▲ 9.13%▲ 6.21%
▲ 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%
▲ 6.81%▲ 4.78%▲ 7.94%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
MPLX
18.31%
▲ 11.59%
8
Buy
May 21, 2024
BHP Group Ltd
13.22%
▲ 6.51%
5
Sell
May 07, 2024
Pitney Bowes
2.48%
▲ 36.26%
7
Buy
May 07, 2024
Verizon
20.19%
▲ 6.58%
7
Buy
May 07, 2024
BlackRock Corporate High Yield Fund Inc
8.66%
▼ 0.73%
1
Open
May 07, 2024
Frontline
13.23%
▲ 108.92%
7
Sell
May 05, 2024
Pfizer
3.86%
▼ 4.49%
7
Buy
May 05, 2024
Cadiz
▼ 23.98%
4
Close
May 05, 2024
Sunoco
▲ 11.01%
4
Close
May 05, 2024
Fortescue Metals Group
4.77%
▲ 5.43%
4
Buy
May 05, 2024
Global X MLP ETF
5.18%
▼ 1.34%
1
Open
May 05, 2024
Shell
10.1%
▲ 18.53%
5
Buy
Apr 07, 2024
Ford Motor
▲ 8.89%
4
Close
Feb 14, 2024
Star Bulk Carriers
▲ 1.74%
3
Close
Dec 10, 2023
AT&T
▲ 3.03%
4
Close
Dec 10, 2023
Eagle Bulk Shipping
▼ 11.80%
3
Close
Jun 05, 2023
LyondellBasell
▲ 1.00%
2
Close
Jun 05, 2023
Antero Midstream
▲ 13.01%
2
Close
May 15, 2023
Alerian MLP ETF
▲ 13.30%
2
Close
May 15, 2023
BCE
▼ 4.78%
2
Close
May 15, 2023