Sauk Trail Capital - New Portfolio
Portfolio Gain
1-Month Returnâ–²0.78%
6-Month Returnâ–²4.58%
12-Month Returnâ–²15.22%
YTD Returnâ–²14.26%
Total Returnâ–²24.97%
Best Trade
Bio
Self-Derived dividend focused diversified portfolio aiming to allow for 40k in yearly dividend payouts starting in 2030
Performance
TipRanks Averageâ–¼ 0.82%â–² 16.06%â–² 15.50%â–¼ 5.57%â–¼ 4.52%â–² 11.68%â–² 3.10%â–¼ 4.04%
S&P 500â–¼ 4.94%â–² 10.51%â–² 5.26%â–¼ 1.03%â–² 0.03%â–² 2.68%â–¼ 0.33%â–¼ 0.91%
Investor Portfolioâ–¼ 2.98%â–² 3.43%â–¼ 0.25%â–¼ 1.41%â–² 0.18%â–² 7.53%â–¼ 1.52%â–² 0.48%
Recent Activity
| Company Name | % of Portfolio | Return | No. of Transactions | Last Transaction | â–¼Date | |
|---|---|---|---|---|---|---|
MPLXMPLX | 35.06% | â–²15.24% | 6 | Buy | Sep 06, 2026 | |
QQQINEOS Nasdaq 100 High Income ETF | 25.99% | â–²8.55% | 8 | Sell | Sep 06, 2026 | |
ORCOrchid Island Capital | — | ▲0.09% | 9 | Close | Sep 06, 2026 | |
PFEPfizer | 14.49% | â–²23.66% | 8 | Buy | Sep 06, 2026 | |
VZVerizon | 12.97% | â–²10.63% | 6 | Buy | Sep 06, 2026 | |
QDTERoundhill N-100 0DTE Covered Call Strategy ETF | 7.85% | â–²5.06% | 6 | Buy | Sep 06, 2026 | |
SLRCSLR Investment Corp. | — | ▼15.87% | 4 | Close | Sep 06, 2026 | |
PRGOPerrigo Company | — | ▲29.05% | 4 | Close | Sep 06, 2026 | |
IIPRInnovative Industrial Properties | 3.33% | â–¼6.08% | 2 | Sell | Sep 06, 2026 | |
CHCTCommunity Healthcare | 0.31% | â–¼12.93% | 1 | Open | Sep 06, 2026 | |
AGNCAGNC Investment | — | ▲19.02% | 5 | Close | Jun 07, 2026 | |
USACUSA Compression | — | ▲11.52% | 5 | Close | Jun 07, 2026 | |
ARLPAlliance Resource | — | ▼3.66% | 3 | Close | Nov 30, 2025 | |
BHPLFBHP Group Ltd | — | ▲5.04% | 3 | Close | Nov 30, 2025 | |
FCOAberdeen Global Income Fund Inc | — | ▼43.19% | 3 | Close | Nov 30, 2025 | |
FROFrontline | — | ▲34.04% | 3 | Close | Nov 30, 2025 | |
FSUGYFortescue Metals Group | — | ▲22.24% | 3 | Close | Nov 30, 2025 | |
HYTBlackRock Corporate High Yield Fund Inc | — | ▲3.07% | 3 | Close | Nov 30, 2025 | |
NHSNeuberger Berman High Yield Strategies Fund Inc | — | ▲5.93% | 3 | Close | Nov 30, 2025 | |
BWLPBW LPG Ltd | — | ▲7.04% | 3 | Close | Nov 30, 2025 |