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VF Dividend Retirement - New Portfolio

VF Dividend Retirement
Individual Investor
Ranked #54,590 out of 769,291 TipRanks' Investors
Success Rate
73%
69 out of 94
profitable transactions
Average Return
14.21%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.52%
6-Month Return▲ 10.90%
12-Month Return▲ 27.09%
YTD Return▲ 16.08%
Total Return▲ 24.82%

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

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 4.65%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.23%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.27%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 5.77%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.55%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.13%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 3.28%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 2.78%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.65%
▲ 11.46%▲ 5.06%▲ 4.23%
▼ 2.25%▲ 3.53%▼ 0.27%
▲ 25.72%▲ 1.21%▲ 5.77%
▼ 4.22%▲ 2.34%▲ 2.55%
▲ 7.82%▲ 2.10%▲ 2.13%
▲ 5.70%▼ 0.89%▼ 3.28%
▲ 37.60%▲ 4.40%▲ 2.78%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Pimco Corporate Income Fund PIMCO Corporate & Income Strategy Fund
0.62%
▲ 6.87%
3
Buy
Nov 12, 2024
Cubesmart
3.14%
▲ 9.06%
3
Buy
Nov 12, 2024
Ares Commercial
0.76%
▼ 1.85%
4
Buy
Nov 12, 2024
Arbor Realty
1.82%
▲ 7.66%
3
Sell
Nov 12, 2024
Redwood
1.92%
▼ 2.74%
5
Buy
Oct 21, 2024
Bank of America
6.91%
▲ 36.72%
3
Sell
Sep 12, 2024
First American Financial
2.41%
▲ 10.71%
3
Sell
Sep 12, 2024
LyondellBasell
0.75%
▼ 11.78%
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
3.63%
▲ 51.70%
2
Buy
Aug 16, 2024
AbbVie
1.65%
▲ 4.44%
2
Buy
Aug 16, 2024
Duke Energy
▲ 32.11%
2
Close
Aug 16, 2024
Tyson Foods
▲ 19.49%
2
Close
Aug 16, 2024
Ball
11.11%
▲ 2.44%
3
Sell
Aug 15, 2024
Apollo Tactical Income Fund, Inc.
▲ 29.22%
2
Close
Aug 15, 2024
Cummins
1.33%
▲ 42.23%
2
Buy
Aug 15, 2024
Dow Inc
1.01%
▼ 14.83%
2
Buy
Aug 15, 2024
Johnson & Johnson
1.17%
▼ 4.08%
2
Buy
Aug 15, 2024