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VF Dividend Retirement - New Portfolio

VF Dividend Retirement
Individual Investor
Ranked #187,385 out of 781,066 TipRanks' Investors
Success Rate
60%
56 out of 94
profitable transactions
Average Return
10.44%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.76%
6-Month Return▲ 0.74%
12-Month Return▲ 13.13%
YTD Return▲ 1.39%
Total Return▲ 20.05%

Best Trade

Opened at
Closed at
Gain▲ 94.63%

Bio

A dividend portfolio built by a 30 year investor working with an average paying Teamsters union job and a stay at home wife.

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 0.27%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 5.77%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.55%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.13%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 3.13%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 5.24%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 7.50%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 1.39%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 0.27%
▲ 8.13%▲ 1.21%▲ 5.77%
▼ 13.14%▲ 2.34%▲ 2.55%
▲ 2.93%▲ 2.10%▲ 2.13%
▲ 10.00%▼ 0.89%▼ 3.13%
▲ 26.04%▲ 5.96%▲ 5.24%
▲ 5.93%▼ 2.41%▼ 7.50%
▲ 9.79%▲ 0.95%▲ 1.39%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Pimco Corporate Income Fund PIMCO Corporate & Income Strategy Fund
0.64%
▲ 5.67%
3
Buy
Nov 12, 2024
Cubesmart
2.82%
▼ 6.05%
3
Buy
Nov 12, 2024
Ares Commercial
0.67%
▼ 15.20%
4
Buy
Nov 12, 2024
Arbor Realty
1.83%
▲ 2.47%
3
Sell
Nov 12, 2024
Redwood
1.85%
▼ 8.66%
5
Buy
Oct 21, 2024
Bank of America
7.28%
▲ 37.69%
3
Sell
Sep 12, 2024
First American Financial
2.35%
▲ 4.11%
3
Sell
Sep 12, 2024
LyondellBasell
0.73%
▼ 16.30%
1
Open
Sep 12, 2024
Service Properties
▼ 39.34%
2
Close
Aug 16, 2024
KKR & Co
▲ 94.63%
2
Close
Aug 16, 2024
Cisco Systems
▼ 3.70%
2
Close
Aug 16, 2024
Allstate
3.58%
▲ 40.83%
2
Buy
Aug 16, 2024
AbbVie
1.71%
▲ 5.32%
2
Buy
Aug 16, 2024
Duke Energy
▲ 32.11%
2
Close
Aug 16, 2024
Tyson Foods
▲ 19.49%
2
Close
Aug 16, 2024
Ball
10.38%
▼ 8.28%
3
Sell
Aug 15, 2024
Apollo Tactical Income Fund, Inc.
▲ 29.22%
2
Close
Aug 15, 2024
Cummins
1.39%
▲ 41.96%
2
Buy
Aug 15, 2024
Dow Inc
0.97%
▼ 21.99%
2
Buy
Aug 15, 2024
Johnson & Johnson
1.18%
▼ 8.58%
2
Buy
Aug 15, 2024