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VF Dividend Retirement - New Portfolio

VF Dividend Retirement
Individual Investor
Ranked #170,860 out of 810,248 TipRanks' Investors
Success Rate
63%
65 out of 103
profitable transactions
Average Return
11.95%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.23%
6-Month Return▲ 2.18%
12-Month Return▲ 4.05%
YTD Return▲ 4.76%
Total Return▲ 24.31%

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

23.15%0-23.15%
▲ 5.10%
▼ 2.41%
▼ 7.29%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 1.58%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.24%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.91%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 3.86%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 3.50%
May 2025
▲ 6.24%
▲ 5.14%
▲ 3.64%
Jun 2025
▲ 23.15%
▲ 3.12%
▲ 2.76%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 7.29%
▲ 6.03%▲ 2.69%▲ 1.58%
▼ 12.86%▼ 1.27%▲ 0.24%
▼ 1.80%▼ 5.57%▼ 2.91%
▲ 1.84%▼ 0.87%▼ 3.86%
▲ 12.20%▲ 6.28%▲ 3.50%
▲ 6.24%▲ 5.14%▲ 3.64%
▲ 23.15%▲ 3.12%▲ 2.76%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Industrial Logistics Properties
0.52%
▲ 33.58%
4
Sell
Jul 16, 2025
Ball
11.04%
▲ 0.95%
4
Buy
Jul 01, 2025
Honeywell International
1.87%
▲ 10.65%
3
Buy
Jul 01, 2025
PIMCO Dynamic
3.28%
▲ 22.70%
3
Sell
Jul 01, 2025
Cubesmart
2.88%
▼ 3.40%
4
Buy
Jul 01, 2025
Redwood
3.08%
▼ 8.11%
6
Buy
Jul 01, 2025
First American Financial
2.24%
▲ 1.25%
4
Buy
Jul 01, 2025
Gladstone Commercial
2.29%
▲ 3.60%
3
Buy
Jul 01, 2025
LyondellBasell
0.89%
▼ 11.56%
2
Buy
Jul 01, 2025
Karat Packaging Inc
0.78%
▼ 4.66%
2
Buy
Jul 01, 2025
Pimco Corporate Income Fund PIMCO Corporate & Income Strategy Fund
0.58%
▲ 3.78%
3
Buy
Nov 12, 2024
Ares Commercial
0.52%
▼ 29.00%
4
Buy
Nov 12, 2024
Arbor Realty
1.57%
▼ 4.41%
3
Sell
Nov 12, 2024
Bank of America
7.4%
▲ 45.13%
3
Sell
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
3.62%
▲ 47.99%
2
Buy
Aug 16, 2024
AbbVie
1.85%
▲ 18.91%
2
Buy
Aug 16, 2024
Duke Energy
▲ 32.11%
2
Close
Aug 16, 2024