VF Dividend Retirement - New Portfolio

VF Dividend Retirement
Individual Investor
Ranked #17,111 out of 758,358 TipRanks' Investors
Success Rate
86%
77 out of 90
profitable transactions
Average Return
13.98%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.16%
6-Month Return▲ 10.96%
12-Month Return▲ 31.27%
YTD Return▲ 15.62%
Total Return▲ 24.32%

Best Trade

Opened at
Closed at-
Gain▲ 105.42%

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

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 2.72%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.05%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.65%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.22%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.34%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 5.77%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.55%
Aug 2024
▲ 7.84%
▲ 1.66%
▲ 1.19%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 2.72%
▲ 5.05%▲ 3.27%▲ 5.05%
▼ 12.40%▼ 4.03%▼ 4.65%
▲ 11.46%▲ 5.06%▲ 4.22%
▼ 2.25%▲ 3.53%▼ 0.34%
▲ 25.76%▲ 1.21%▲ 5.77%
▼ 4.21%▲ 2.34%▲ 2.55%
▲ 7.84%▲ 1.66%▲ 1.19%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Redwood
1.05%
▲ 6.37%
4
Buy
Sep 20, 2024
Bank of America
5.96%
▲ 15.50%
3
Sell
Sep 12, 2024
Ares Commercial
0.67%
▼ 7.43%
3
Buy
Sep 12, 2024
First American Financial
2.37%
▲ 7.24%
3
Sell
Sep 12, 2024
LyondellBasell
0.88%
▲ 1.07%
1
Open
Sep 12, 2024
Service Properties
▼ 39.33%
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
2.13%
▲ 9.86%
2
Buy
Aug 16, 2024
Allstate
3.45%
▲ 41.65%
2
Buy
Aug 16, 2024
AbbVie
1.84%
▲ 15.39%
2
Buy
Aug 16, 2024
Duke Energy
▲ 32.11%
2
Close
Aug 16, 2024
Tyson Foods
▲ 19.49%
2
Close
Aug 16, 2024
Ball
12.36%
▲ 11.87%
3
Sell
Aug 15, 2024
Apollo Tactical Income Fund, Inc.
▲ 29.22%
2
Close
Aug 15, 2024
Cummins
1.19%
▲ 22.43%
2
Buy
Aug 15, 2024
Dow Inc
1.25%
▲ 0.44%
2
Buy
Aug 15, 2024
Johnson & Johnson
1.25%
▼ 0.94%
2
Buy
Aug 15, 2024
Prudential Financial
3.31%
▲ 17.98%
2
Buy
Aug 15, 2024
NEOS S&P 500 High Income ETF
1.64%
▲ 10.66%
2
Buy
Aug 15, 2024