VF Dividend Retirement - New Portfolio

VF Dividend Retirement
Individual Investor
Ranked #55,006 out of 766,001 TipRanks' Investors
Success Rate
74%
67 out of 91
profitable transactions
Average Return
14.85%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.12%
6-Month Return▲ 10.31%
12-Month Return▲ 31.68%
YTD Return▲ 16.35%
Total Return▲ 25.10%

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

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 4.65%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.22%
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
▲ 6.02%
▼ 0.89%
▼ 3.27%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 3.01%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.65%
▲ 11.46%▲ 5.06%▲ 4.22%
▼ 2.25%▲ 3.53%▼ 0.27%
▲ 25.72%▲ 1.21%▲ 5.77%
▼ 4.22%▲ 2.34%▲ 2.55%
▲ 7.82%▲ 2.10%▲ 2.13%
▲ 6.02%▼ 0.89%▼ 3.27%
▲ 5.59%▲ 5.20%▲ 3.01%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Redwood
1.99%
▲ 0.54%
5
Buy
Oct 21, 2024
Bank of America
6.73%
▲ 32.81%
3
Sell
Sep 12, 2024
Ares Commercial
0.65%
▼ 2.20%
3
Buy
Sep 12, 2024
First American Financial
2.32%
▲ 7.06%
3
Sell
Sep 12, 2024
LyondellBasell
0.77%
▼ 9.12%
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
Arbor Realty
2.11%
▲ 12.02%
2
Buy
Aug 16, 2024
Allstate
3.56%
▲ 46.79%
2
Buy
Aug 16, 2024
AbbVie
1.89%
▲ 21.32%
2
Buy
Aug 16, 2024
Duke Energy
▲ 32.11%
2
Close
Aug 16, 2024
Tyson Foods
▲ 19.49%
2
Close
Aug 16, 2024
Ball
10.99%
▲ 1.48%
3
Sell
Aug 15, 2024
Apollo Tactical Income Fund, Inc.
▲ 29.22%
2
Close
Aug 15, 2024
Cummins
1.29%
▲ 37.45%
2
Buy
Aug 15, 2024
Dow Inc
1.05%
▼ 11.63%
2
Buy
Aug 15, 2024
Johnson & Johnson
1.2%
▼ 4.10%
2
Buy
Aug 15, 2024
Prudential Financial
3.31%
▲ 20.27%
2
Buy
Aug 15, 2024
NEOS S&P 500 High Income ETF
1.66%
▲ 14.70%
2
Buy
Aug 15, 2024