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VF Dividend Retirement - New Portfolio

VF Dividend Retirement
Individual Investor
Ranked #271,392 out of 818,587 TipRanks' Investors
Success Rate
58%
64 out of 110
profitable transactions
Average Return
10.75%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.38%
6-Month Return▲ 4.71%
12-Month Return▼ 0.35%
YTD Return▲ 4.28%
Total Return▲ 23.74%

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

27.91%0-27.91%
▼ 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
▲ 27.91%
▲ 2.30%
▼ 0.61%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 4.05%
Aug 2025
▲ 8.78%
▲ 2.32%
▼ 1.08%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 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%
▲ 27.91%▲ 2.30%▼ 0.61%
▲ 4.87%▲ 2.05%▲ 4.05%
▲ 8.78%▲ 2.32%▼ 1.08%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ball
9.41%
▼ 11.04%
5
Buy
Sep 13, 2025
Ares Commercial
0.4%
▼ 27.18%
5
Sell
Sep 13, 2025
NEOS S&P 500 High Income ETF
1.56%
▲ 26.67%
3
Sell
Sep 13, 2025
Realty Income
1.79%
▲ 3.14%
2
Buy
Sep 13, 2025
LyondellBasell
0.84%
▼ 16.97%
3
Buy
Sep 13, 2025
MSC Industrial
1.2%
▼ 0.05%
1
Open
Sep 13, 2025
Bank of America
7.34%
▲ 52.59%
4
Sell
Sep 07, 2025
Redwood
2.82%
▼ 8.11%
7
Sell
Sep 07, 2025
Dow Inc
▼ 50.96%
3
Close
Sep 07, 2025
Waste Management
2.42%
▲ 13.76%
3
Buy
Sep 07, 2025
Gladstone Commercial
2.21%
▼ 1.09%
4
Buy
Sep 07, 2025
Boise Cascade
1.85%
▼ 18.10%
3
Buy
Sep 07, 2025
Industrial Logistics Properties
0.59%
▲ 50.40%
4
Sell
Jul 16, 2025
Honeywell International
1.77%
▲ 4.63%
3
Buy
Jul 01, 2025
PIMCO Dynamic
3.42%
▲ 29.38%
3
Sell
Jul 01, 2025
Cubesmart
2.87%
▼ 4.36%
4
Buy
Jul 01, 2025
First American Financial
2.46%
▲ 10.27%
4
Buy
Jul 01, 2025
Karat Packaging Inc
0.68%
▼ 16.98%
2
Buy
Jul 01, 2025
Pimco Corporate Income Fund PIMCO Corporate & Income Strategy Fund
0.62%
▲ 11.89%
3
Buy
Nov 12, 2024
Arbor Realty
1.51%
▼ 6.33%
3
Sell
Nov 12, 2024