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VF Dividend Retirement - New Portfolio

VF Dividend Retirement
Individual Investor
Ranked #175,995 out of 775,923 TipRanks' Investors
Success Rate
61%
57 out of 94
profitable transactions
Average Return
9.10%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.91%
6-Month Return▲ 4.71%
12-Month Return▲ 10.96%
YTD Return▲ 10.29%
Total Return▲ 18.59%

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

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 4.23%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.27%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 5.77%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.55%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.13%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 3.27%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 5.24%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 7.23%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 4.23%
▼ 2.25%▲ 3.53%▼ 0.27%
▲ 25.71%▲ 1.21%▲ 5.77%
▼ 4.22%▲ 2.34%▲ 2.55%
▲ 7.82%▲ 2.10%▲ 2.13%
▲ 5.38%▼ 0.89%▼ 3.27%
▲ 43.22%▲ 5.96%▲ 5.24%
▲ 3.34%▼ 1.56%▼ 7.23%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Pimco Corporate Income Fund PIMCO Corporate & Income Strategy Fund
0.64%
▲ 4.16%
3
Buy
Nov 12, 2024
Cubesmart
2.94%
▼ 4.27%
3
Buy
Nov 12, 2024
Ares Commercial
0.73%
▼ 12.41%
4
Buy
Nov 12, 2024
Arbor Realty
1.84%
▲ 2.17%
3
Sell
Nov 12, 2024
Redwood
1.94%
▼ 7.39%
5
Buy
Oct 21, 2024
Bank of America
6.96%
▲ 30.70%
3
Sell
Sep 12, 2024
First American Financial
2.4%
▲ 5.54%
3
Sell
Sep 12, 2024
LyondellBasell
0.7%
▼ 20.41%
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
3.7%
▲ 44.30%
2
Buy
Aug 16, 2024
AbbVie
1.76%
▲ 6.78%
2
Buy
Aug 16, 2024
Duke Energy
▲ 32.11%
2
Close
Aug 16, 2024
Tyson Foods
▲ 19.49%
2
Close
Aug 16, 2024
Ball
10.75%
▼ 5.73%
3
Sell
Aug 15, 2024
Apollo Tactical Income Fund, Inc.
▲ 29.22%
2
Close
Aug 15, 2024
Cummins
1.34%
▲ 36.16%
2
Buy
Aug 15, 2024
Dow Inc
0.95%
▼ 24.08%
2
Buy
Aug 15, 2024
Johnson & Johnson
1.17%
▼ 10.17%
2
Buy
Aug 15, 2024