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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:

Portfolio Gain

1-Month Return▼ 0.75%
6-Month Return▲ 0.26%
12-Month Return▲ 10.92%
YTD Return▲ 0.99%
Total Return▲ 20.00%

Best Trade

Opened at
Closed at-
Gain▲ 94.77%

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

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 5.77%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.55%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.13%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 3.13%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 5.24%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 7.18%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 2.22%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 1.20%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 5.77%
▼ 13.14%▲ 2.34%▲ 2.55%
▲ 2.93%▲ 2.10%▲ 2.13%
▲ 9.99%▼ 0.89%▼ 3.13%
▲ 26.03%▲ 5.96%▲ 5.24%
▲ 5.97%▼ 2.41%▼ 7.18%
▲ 5.25%▲ 2.69%▲ 2.22%
▼ 9.08%▲ 1.42%▼ 1.20%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Karat Packaging Inc
0.45%
▼ 1.21%
1
Open
Jan 28, 2025
Pimco Corporate Income Fund PIMCO Corporate & Income Strategy Fund
0.66%
▲ 8.43%
3
Buy
Nov 12, 2024
Cubesmart
2.89%
▼ 5.03%
3
Buy
Nov 12, 2024
Ares Commercial
0.57%
▼ 29.07%
4
Buy
Nov 12, 2024
Arbor Realty
1.61%
▼ 10.90%
3
Sell
Nov 12, 2024
Redwood
1.85%
▼ 9.50%
5
Buy
Oct 21, 2024
Bank of America
7.09%
▲ 32.60%
3
Sell
Sep 12, 2024
First American Financial
2.43%
▲ 6.55%
3
Sell
Sep 12, 2024
LyondellBasell
0.74%
▼ 16.66%
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
3.56%
▲ 38.41%
2
Buy
Aug 16, 2024
AbbVie
2.03%
▲ 24.05%
2
Buy
Aug 16, 2024
Duke Energy
▲ 32.10%
2
Close
Aug 16, 2024
Tyson Foods
▲ 19.49%
2
Close
Aug 16, 2024
Ball
9.93%
▼ 13.24%
3
Sell
Aug 15, 2024
Apollo Tactical Income Fund, Inc.
▲ 29.22%
2
Close
Aug 15, 2024
Cummins
1.41%
▲ 42.86%
2
Buy
Aug 15, 2024
Dow Inc
0.95%
▼ 24.90%
2
Buy
Aug 15, 2024