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VF Dividend Retirement - New Portfolio

VF Dividend Retirement
Individual Investor
Ranked #180,245 out of 788,370 TipRanks' Investors
Success Rate
61%
58 out of 95
profitable transactions
Average Return
9.11%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
9.93% BALL
9.45% ORI
7.09% BAC
4.39% PKG
3.74% EXR
65.40% Others
By Assets
95.62% Stocks
3.72% ETFs
0.66% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
31.83% Financial
18.43% Real Estate
17.95% Consumer Cyclical
13.59% Industrials
6.71% Healthcare
11.49% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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BALL
Ball
$51.35
$0.9
(1.78%)
premium
7 Buy
4 Hold
1 Sell
Moderate Buy
premium
$15.06B
-16.67%
ILPT
Industrial Logistics Properties
$3.81
$0.16
(4.03%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$262.59M
-1.80%
ROK
Rockwell Automation
$295.22
$7.96
(2.63%)
premium
9 Buy
5 Hold
2 Sell
Moderate Buy
premium
$34.28B
5.96%
HON
Honeywell International
$211.94
$0.59
(0.28%)
premium
8 Buy
8 Hold
0 Sell
Moderate Buy
premium
$137.36B
5.25%
ORI
Old Republic International
$36.49
$0.07
(0.19%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$9.23B
27.36%
PDI
PIMCO Dynamic
$19.56
$0.04
(0.2%)
premium
premium
1.40%
PCN
PCN
< FUND >
Pimco Corporate Income Fund PIMCO Corporate & Income Strategy Fund
$13.75
$0.01
(0.07%)
premium
premium
$748.09M
2.38%
CUBE
Cubesmart
$41.81
$0.17
(0.4%)
premium
3 Buy
5 Hold
0 Sell
Moderate Buy
premium
$9.55B
-4.74%
EXR
Extra Space Storage
$155.95
$0.01
(<0.01%)
premium
2 Buy
8 Hold
0 Sell
Hold
premium
$34.39B
10.29%
BAC
Bank of America
$44.81
$0.49
(1.08%)
premium
18 Buy
2 Hold
0 Sell
Strong Buy
premium
$344.77B
33.32%
CCI
Crown Castle
$92.19
$0.96
(1.05%)
premium
3 Buy
4 Hold
1 Sell
Hold
premium
$39.65B
-14.62%
RWT
Redwood
$6.44
$0.01
(0.16%)
premium
3 Buy
4 Hold
0 Sell
Moderate Buy
premium
$852.10M
4.88%
ARCC
Ares Capital
$23.28
$0.12
(0.51%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$15.71B
16.82%
ACRE
Ares Commercial
$4.96
$0.03
(0.6%)
premium
0 Buy
4 Hold
1 Sell
Hold
premium
$273.74M
-34.77%
ADM
Archer Daniels Midland
$48.19
$1.64
(3.52%)
premium
0 Buy
6 Hold
2 Sell
Hold
premium
$22.28B
-13.31%
CMI
Cummins
$366.92
$15.65
(4.09%)
premium
4 Buy
8 Hold
0 Sell
Moderate Buy
premium
$52.85B
39.58%
ABR
Arbor Realty
$12.00
$1.84
(13.29%)
premium
0 Buy
1 Hold
1 Sell
Moderate Sell
premium
$2.61B
-6.54%
DOW
Dow Inc
$39.51
$0.08
(0.2%)
premium
6 Buy
9 Hold
0 Sell
Moderate Buy
premium
$27.86B
-28.99%
JNJ
Johnson & Johnson
$162.30
$2.62
(1.64%)
premium
6 Buy
8 Hold
0 Sell
Moderate Buy
premium
$384.45B
1.15%
ALL
Allstate
$185.66
$3.52
(1.86%)
premium
11 Buy
2 Hold
1 Sell
Moderate Buy
premium
$50.10B
15.90%
ETN
Eaton
$297.37
$11.45
(3.71%)
premium
10 Buy
5 Hold
0 Sell
Moderate Buy
premium
$122.05B
8.52%
PRU
Prudential Financial
$109.50
$1.63
(1.47%)
premium
1 Buy
9 Hold
1 Sell
Hold
premium
$39.34B
1.09%
ABBV
AbbVie
$202.08
$1.2
(0.6%)
premium
13 Buy
5 Hold
0 Sell
Moderate Buy
premium
$354.62B
14.33%
SON
Sonoco Products
$46.83
$0.59
(1.28%)
premium
5 Buy
0 Hold
1 Sell
Moderate Buy
premium
$4.54B
-18.71%
KMB
Kimberly Clark
$140.26
$1.29
(0.93%)
premium
4 Buy
8 Hold
2 Sell
Hold
premium
$46.09B
14.80%
LLY
Eli Lilly & Co
$873.68
$0.56
(0.06%)
premium
16 Buy
1 Hold
0 Sell
Strong Buy
premium
$827.87B
13.52%
WM
Waste Management
$228.03
$1.09
(0.48%)
premium
11 Buy
7 Hold
0 Sell
Moderate Buy
premium
$92.13B
10.03%
TXRH
Texas Roadhouse
$169.13
$2.44
(1.42%)
premium
9 Buy
9 Hold
0 Sell
Moderate Buy
premium
$11.45B
15.12%
MSFT
Microsoft
$408.21
$7.92
(1.9%)
premium
29 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.09T
-0.83%
PKG
Packaging
$207.92
$1.76
(0.84%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$18.83B
20.05%
STWD
Starwood Property
$19.90
$0.19
(0.95%)
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$6.77B
-0.15%
SPYI
SPYI
< ETF >
NEOS S&P 500 High Income ETF
$51.65
$0.68
(1.3%)
premium
4K Buy
3K Hold
285 Sell
Moderate Buy
premium
$3.09B
7.19%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$59.13
$0.58
(0.97%)
premium
1K Buy
568 Hold
50 Sell
Moderate Buy
premium
$39.72B
4.17%
KMI
Kinder Morgan
$26.41
$0.18
(0.68%)
premium
6 Buy
7 Hold
0 Sell
Moderate Buy
premium
$59.08B
53.01%
FAF
First American Financial
$63.42
$0.23
(0.36%)
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$6.51B
10.89%
GOOD
Gladstone Commercial
$15.72
$0.1
(0.63%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$704.06M
25.56%
BCC
Boise Cascade
$107.00
$9.48
(8.14%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$4.47B
-15.44%
R
Ryder System
$164.95
$1.12
(0.67%)
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$6.99B
46.47%
MFIC
MidCap Financial Investment Corporation
$14.60
$0.09
(0.61%)
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
2.60%
O
Realty Income
$57.09
$0.57
(1.01%)
premium
3 Buy
7 Hold
0 Sell
Moderate Buy
premium
$49.47B
8.08%
LYB
LyondellBasell
$76.96
$0.65
(0.84%)
premium
5 Buy
11 Hold
1 Sell
Hold
premium
$25.20B
-21.70%
KRT
Karat Packaging Inc
$30.99
$0.88
(2.76%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$638.17M
13.35%