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VF Dividend Retirement - New Portfolio

VF Dividend Retirement
Individual Investor
Ranked #162,793 out of 793,836 TipRanks' Investors
Success Rate
60%
57 out of 95
profitable transactions
Average Return
7.09%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.52%
6-Month Return▼ 6.95%
12-Month Return▲ 2.16%
YTD Return▼ 1.60%
Total Return▲ 16.83%

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

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 2.55%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.13%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 3.15%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 5.26%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 7.24%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 1.79%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.19%
Feb 2025
▼ 1.65%
▼ 6.20%
▼ 3.52%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 2.55%
▲ 2.93%▲ 2.10%▲ 2.13%
▲ 10.00%▼ 0.89%▼ 3.15%
▲ 26.01%▲ 5.96%▲ 5.26%
▲ 5.33%▼ 2.41%▼ 7.24%
▲ 5.89%▲ 2.69%▲ 1.79%
▼ 12.86%▼ 1.27%▲ 0.19%
▼ 1.65%▼ 6.20%▼ 3.52%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Karat Packaging Inc
0.4%
▼ 11.85%
1
Open
Jan 28, 2025
Pimco Corporate Income Fund PIMCO Corporate & Income Strategy Fund
0.67%
▲ 8.31%
3
Buy
Nov 12, 2024
Cubesmart
2.96%
▼ 4.46%
3
Buy
Nov 12, 2024
Ares Commercial
0.55%
▼ 32.79%
4
Buy
Nov 12, 2024
Arbor Realty
1.61%
▼ 9.52%
3
Sell
Nov 12, 2024
Redwood
1.76%
▼ 13.06%
5
Buy
Oct 21, 2024
Bank of America
6.66%
▲ 22.83%
3
Sell
Sep 12, 2024
First American Financial
2.57%
▲ 11.32%
3
Sell
Sep 12, 2024
LyondellBasell
0.68%
▼ 23.07%
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
4.04%
▲ 55.37%
2
Buy
Aug 16, 2024
AbbVie
2.11%
▲ 26.02%
2
Buy
Aug 16, 2024
Duke Energy
▲ 32.10%
2
Close
Aug 16, 2024
Tyson Foods
▲ 19.49%
2
Close
Aug 16, 2024
Ball
10.16%
▼ 12.73%
3
Sell
Aug 15, 2024
Apollo Tactical Income Fund, Inc.
▲ 29.22%
2
Close
Aug 15, 2024
Cummins
1.23%
▲ 22.27%
2
Buy
Aug 15, 2024
Dow Inc
0.84%
▼ 32.42%
2
Buy
Aug 15, 2024