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Sauk trail investments - New Portfolio

Sauk trail investments
Individual Investor
Ranked #133,689 out of 731,395 TipRanks' Investors
Success Rate
60%
36 out of 60
profitable transactions
Average Return
8.56%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.85%
6-Month Return▲ 15.25%
12-Month Return▲ 21.52%
YTD Return▲ 2.24%
Total Return▲ 54.81%

Best Trade

Opened at
Closed at-
Gain▲ 248.98%

Bio

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

Performance

14.08%0-14.08%
▼ 4.52%
▼ 4.74%
▲ 1.94%
Sep 2023
▼ 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
▼ 9.51%
▼ 2.49%
▼ 1.98%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▲ 1.94%
▼ 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%
▼ 9.51%▼ 2.49%▼ 1.98%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Frontline
11.54%
▲ 71.89%
6
Buy
Apr 07, 2024
MPLX
19.08%
▲ 20.61%
6
Buy
Apr 07, 2024
Pfizer
1.48%
▼ 15.88%
6
Buy
Apr 07, 2024
Shell
10.62%
▲ 18.81%
5
Buy
Apr 07, 2024
Cadiz
6.56%
▼ 27.18%
3
Buy
Apr 07, 2024
Pitney Bowes
1.13%
▲ 23.76%
5
Buy
Apr 07, 2024
Verizon
19.58%
▲ 8.65%
5
Buy
Apr 07, 2024
Sunoco
5.6%
▲ 13.14%
3
Buy
Apr 07, 2024
Fortescue Metals Group
1.24%
▲ 1.65%
3
Buy
Apr 07, 2024
Ford Motor
▲ 8.89%
4
Close
Feb 14, 2024
BHP Group Ltd
23.18%
▲ 3.43%
4
Buy
Dec 10, 2023
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
▲ 13.29%
2
Close
May 15, 2023
BCE
▼ 4.78%
2
Close
May 15, 2023
Electric Last Mile Solutions
▼ 92.96%
2
Close
May 15, 2023
Euronav
▲ 44.43%
2
Close
May 15, 2023