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VF Dividend Retirement - New Portfolio

PerformancePortfolio Details

VF Dividend Retirement
Individual Investor
Ranked #149,215 out of 861,199 TipRanks' Investors
Success Rate
68%
81 out of 120
profitable transactions
Average Return
17.15%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.19%
6-Month Return▲ 14.49%
12-Month Return▲ 19.42%
YTD Return▲ 9.98%
Total Return▲ 34.65%

Best Trade

AssetCummins (CMI)
Opened at
Closed at-
Gain▲ 194.26%

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

16.06%0-16.06%
▲ 10.96%
▲ 2.38%
▼ 3.75%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 3.72%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.93%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 4.36%
Jan 2026
▼ 1.33%
▼ 0.86%
▲ 5.51%
Feb 2026
▲ 0.52%
▼ 4.94%
▼ 3.79%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 4.74%
Apr 2026
▲ 2.08%
▼ 0.09%
▼ 0.88%
May 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 10.96%▲ 2.38%▼ 3.75%
▼ 3.68%▲ 0.19%▲ 3.72%
▼ 0.10%▲ 0.08%▼ 0.93%
▲ 4.06%▲ 1.47%▲ 4.36%
▼ 1.33%▼ 0.86%▲ 5.51%
▲ 0.52%▼ 4.94%▼ 3.79%
▲ 16.06%▲ 10.51%▲ 4.74%
▲ 2.08%▼ 0.09%▼ 0.88%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
CMI
Cummins
1.73%
▲ 160.46%
3
Sell
Apr 18, 2026
BALL
Ball
8.28%
▲ 9.77%
6
Sell
Apr 17, 2026
ILPT
Industrial Logistics Properties
―
▲ 55.44%
5
Close
Apr 17, 2026
HON
Honeywell International
1.56%
▲ 11.55%
4
Sell
Apr 17, 2026
PDI
PIMCO Dynamic
2.7%
▲ 25.14%
4
Sell
Apr 17, 2026
CUBE
Cubesmart
5.99%
▼ 4.36%
5
Buy
Apr 17, 2026
BAC
Bank of America
6.64%
▲ 58.91%
5
Sell
Apr 17, 2026
ACRE
Ares Commercial
1.93%
▼ 10.04%
6
Buy
Apr 17, 2026
ABR
Arbor Realty
0.9%
▼ 31.43%
4
Sell
Apr 17, 2026
JNJ
Johnson & Johnson
1.77%
▲ 28.20%
3
Buy
Apr 17, 2026
KMB
Kimberly Clark
―
▼ 19.45%
3
Close
Apr 17, 2026
WM
Waste Management
2.48%
▲ 17.04%
4
Buy
Apr 17, 2026
GOOD
Gladstone Commercial
2.1%
▲ 4.10%
5
Buy
Apr 17, 2026
LYB
LyondellBasell
―
▲ 8.82%
4
Close
Apr 17, 2026
KRT
Karat Packaging Inc
1.02%
▲ 0.94%
3
Buy
Apr 17, 2026
MSM
MSC Industrial
1.33%
▲ 8.63%
2
Buy
Apr 17, 2026
MET
Metlife
0.76%
▲ 1.11%
1
Open
Apr 17, 2026
GPIX
Goldman Sachs S&P 500 Core Premium Income ETF
1.41%
▲ 0.94%
1
Open
Apr 17, 2026
BTC-USD
Bitcoin
―
▲ 2.27%
2
Close
Feb 21, 2026
SPYI
NEOS S&P 500 High Income ETF
1.47%
▲ 37.49%
3
Sell
Sep 13, 2025