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VF Dividend Retirement - New Portfolio

VF Dividend Retirement
Individual Investor
Ranked #54,545 out of 769,002 TipRanks' Investors
Success Rate
73%
69 out of 94
profitable transactions
Average Return
13.34%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.19%
6-Month Return▲ 8.47%
12-Month Return▲ 26.06%
YTD Return▲ 15.15%
Total Return▲ 23.81%

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
▲ 5.70%
▼ 0.89%
▼ 3.28%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 1.96%
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%
▲ 5.70%▼ 0.89%▼ 3.28%
▲ 23.63%▲ 3.84%▲ 1.96%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Pimco Corporate Income Fund PIMCO Corporate & Income Strategy Fund
0.63%
▲ 6.64%
3
Buy
Nov 12, 2024
Cubesmart
3.15%
▲ 8.41%
3
Buy
Nov 12, 2024
Ares Commercial
0.77%
▼ 2.68%
4
Buy
Nov 12, 2024
Arbor Realty
1.83%
▲ 8.48%
3
Sell
Nov 12, 2024
Redwood
1.92%
▼ 3.97%
5
Buy
Oct 21, 2024
Bank of America
6.9%
▲ 35.54%
3
Sell
Sep 12, 2024
First American Financial
2.39%
▲ 10.70%
3
Sell
Sep 12, 2024
LyondellBasell
0.75%
▼ 12.12%
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
Allstate
3.66%
▲ 47.08%
2
Buy
Aug 16, 2024
AbbVie
1.62%
▲ 2.02%
2
Buy
Aug 16, 2024
Duke Energy
▲ 32.11%
2
Close
Aug 16, 2024
Tyson Foods
▲ 19.49%
2
Close
Aug 16, 2024
Ball
11.04%
▲ 1.75%
3
Sell
Aug 15, 2024
Apollo Tactical Income Fund, Inc.
▲ 29.22%
2
Close
Aug 15, 2024
Cummins
1.33%
▲ 39.18%
2
Buy
Aug 15, 2024
Dow Inc
1.01%
▼ 16.50%
2
Buy
Aug 15, 2024
Johnson & Johnson
1.19%
▼ 5.56%
2
Buy
Aug 15, 2024