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Sauk trail investments - New Portfolio

Sauk trail investments
Individual Investor
Ranked #84,430 out of 822,356 TipRanks' Investors
Success Rate
75%
95 out of 127
profitable transactions
Average Return
14.07%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.42%
6-Month Return▲ 23.24%
12-Month Return▲ 8.72%
YTD Return▲ 19.17%
Total Return▲ 95.64%

Best Trade

Opened at
Closed at
Gain▲ 279.72%

Bio

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

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 0.99%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 0.32%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 2.20%
May 2025
▲ 9.25%
▲ 5.14%
▲ 0.21%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 4.68%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 5.23%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 1.33%
Sep 2025
▲ 4.13%
▲ 1.04%
▼ 1.17%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 0.99%
▲ 0.80%▼ 0.87%▼ 0.32%
▲ 11.63%▲ 6.28%▲ 2.20%
▲ 9.25%▲ 5.14%▲ 0.21%
▲ 7.60%▲ 2.30%▲ 4.68%
▲ 2.76%▲ 2.05%▲ 5.23%
▲ 12.88%▲ 3.56%▲ 1.33%
▲ 4.13%▲ 1.04%▼ 1.17%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Roundhill N-100 0DTE Covered Call Strategy ETF
22.33%
▲ 0.67%
2
Buy
Oct 05, 2025
BHP Group Ltd
▲ 8.04%
6
Close
Sep 28, 2025
Frontline
▲ 58.05%
12
Close
Sep 28, 2025
MPLX
16.27%
▲ 31.28%
15
Buy
Sep 28, 2025
Orchid Island Capital
8.73%
▲ 4.77%
8
Buy
Sep 28, 2025
Pfizer
6.43%
▼ 4.62%
13
Buy
Sep 28, 2025
Shell
▲ 22.11%
9
Close
Sep 28, 2025
Verizon
13.8%
▲ 13.16%
11
Buy
Sep 28, 2025
Fortescue Metals Group
▼ 7.38%
10
Close
Sep 28, 2025
BlackRock Corporate High Yield Fund Inc
▲ 6.53%
9
Close
Sep 28, 2025
Aberdeen Global Income Fund Inc
▼ 35.85%
2
Close
Sep 28, 2025
Neuberger Berman High Yield Strategies Fund Inc
▲ 14.32%
2
Close
Sep 28, 2025
NEOS Nasdaq 100 High Income ETF
17.9%
▲ 12.87%
4
Buy
Sep 28, 2025
Franklin Limited Duration Income Trust
▲ 10.82%
3
Close
Jan 26, 2025
ARMOUR Residential REIT
▼ 2.22%
3
Close
Jan 26, 2025
AGNC Investment
14.53%
▲ 16.21%
1
Open
Jan 26, 2025
Cadiz
▼ 4.25%
8
Close
Nov 10, 2024
Volkswagen
▼ 12.82%
2
Close
Nov 10, 2024
Tellurian
▲ 27.56%
4
Close
Oct 08, 2024
Global X MLP ETF
▲ 4.62%
2
Close
Sep 22, 2024