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VF Dividend Retirement - New Portfolio

VF Dividend Retirement
Individual Investor
Ranked #129,398 out of 806,636 TipRanks' Investors
Success Rate
66%
68 out of 103
profitable transactions
Average Return
11.54%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.00%
6-Month Return▲ 3.77%
12-Month Return▲ 10.09%
YTD Return▲ 4.53%
Total Return▲ 24.03%

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

12.86%0-12.86%
▲ 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
▲ 1.83%
▼ 0.87%
▼ 3.86%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 3.50%
May 2025
▲ 6.24%
▲ 5.14%
▲ 3.64%
Jun 2025
▲ 0.02%
▲ 1.21%
▲ 2.53%
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%
▲ 1.83%▼ 0.87%▼ 3.86%
▲ 12.20%▲ 6.28%▲ 3.50%
▲ 6.24%▲ 5.14%▲ 3.64%
▲ 0.02%▲ 1.21%▲ 2.53%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ball
10.93%
▲ 0.47%
4
Buy
Jul 01, 2025
Industrial Logistics Properties
0.86%
▲ 9.32%
3
Sell
Jul 01, 2025
Honeywell International
1.99%
▲ 18.62%
3
Buy
Jul 01, 2025
PIMCO Dynamic
3.26%
▲ 21.29%
3
Sell
Jul 01, 2025
Cubesmart
2.99%
▲ 1.10%
4
Buy
Jul 01, 2025
Redwood
3.1%
▼ 6.90%
6
Buy
Jul 01, 2025
First American Financial
2.33%
▲ 5.85%
4
Buy
Jul 01, 2025
Gladstone Commercial
2.45%
▲ 10.55%
3
Buy
Jul 01, 2025
LyondellBasell
0.86%
▼ 14.33%
2
Buy
Jul 01, 2025
Karat Packaging Inc
0.8%
▼ 1.52%
2
Buy
Jul 01, 2025
Pimco Corporate Income Fund PIMCO Corporate & Income Strategy Fund
0.59%
▲ 4.16%
3
Buy
Nov 12, 2024
Ares Commercial
0.55%
▼ 24.74%
4
Buy
Nov 12, 2024
Arbor Realty
1.41%
▼ 13.75%
3
Sell
Nov 12, 2024
Bank of America
7.44%
▲ 46.56%
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
3.65%
▲ 49.73%
2
Buy
Aug 16, 2024
AbbVie
1.83%
▲ 17.27%
2
Buy
Aug 16, 2024
Duke Energy
▲ 32.11%
2
Close
Aug 16, 2024