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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:

Allocation

Top Stocks
10.75% BALL
9.31% ORI
6.96% BAC
4.79% PKG
3.70% ALL
64.49% Others
By Assets
95.68% Stocks
3.67% ETFs
0.64% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
31.46% Financial
18.93% Consumer Cyclical
18.36% Real Estate
13.72% Industrials
5.87% Healthcare
11.65% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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BALL
Ball
$55.80
$0.44
(0.79%)
premium
5 Buy
3 Hold
0 Sell
Moderate Buy
premium
$16.65B
-2.45%
ILPT
Industrial Logistics Properties
$3.25
$0
(0%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$214.97M
-28.10%
ROK
Rockwell Automation
$289.79
$3.79
(1.33%)
premium
9 Buy
8 Hold
3 Sell
Moderate Buy
premium
$32.72B
-5.85%
HON
Honeywell International
$228.32
$1.44
(0.63%)
premium
9 Buy
10 Hold
0 Sell
Moderate Buy
premium
$148.46B
11.03%
ORI
Old Republic International
$36.09
$0.4
(1.12%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$9.15B
23.13%
PDI
PIMCO Dynamic
$18.37
$0.04
(0.22%)
premium
premium
2.63%
PCN
PCN
< FUND >
Pimco Corporate Income Fund PIMCO Corporate & Income Strategy Fund
$13.43
$0.11
(0.83%)
premium
premium
$730.68M
9.45%
CUBE
Cubesmart
$42.66
$0.92
(2.2%)
premium
2 Buy
6 Hold
0 Sell
Hold
premium
$9.70B
-7.46%
EXR
Extra Space Storage
$147.00
$4.65
(3.27%)
premium
3 Buy
7 Hold
1 Sell
Hold
premium
$32.42B
-6.09%
BAC
Bank of America
$44.17
$0.79
(1.82%)
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$338.91B
32.13%
CCI
Crown Castle
$90.66
$0.07
(0.08%)
premium
3 Buy
8 Hold
1 Sell
Hold
premium
$39.40B
-21.05%
RWT
Redwood
$6.77
$0.13
(1.96%)
premium
3 Buy
3 Hold
0 Sell
Moderate Buy
premium
$895.45M
-9.01%
ARCC
Ares Capital
$21.38
$0.25
(1.18%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$13.81B
8.20%
ACRE
Ares Commercial
$6.39
$0.27
(4.41%)
premium
0 Buy
3 Hold
2 Sell
Moderate Sell
premium
$348.52M
-41.80%
ADM
Archer Daniels Midland
$50.49
$1.11
(2.25%)
premium
0 Buy
5 Hold
1 Sell
Hold
premium
$24.16B
-29.34%
CMI
Cummins
$351.38
$1.68
(0.48%)
premium
4 Buy
8 Hold
1 Sell
Hold
premium
$48.20B
48.27%
ABR
Arbor Realty
$13.76
$0.05
(0.36%)
premium
1 Buy
2 Hold
2 Sell
Hold
premium
$2.60B
-12.69%
DOW
Dow Inc
$39.94
$0.84
(2.15%)
premium
5 Buy
8 Hold
0 Sell
Moderate Buy
premium
$27.96B
-27.54%
JNJ
Johnson & Johnson
$144.47
$0.89
(0.62%)
premium
5 Buy
10 Hold
0 Sell
Moderate Buy
premium
$347.83B
-7.07%
ALL
Allstate
$193.56
$3.77
(1.99%)
premium
12 Buy
2 Hold
1 Sell
Moderate Buy
premium
$51.26B
40.87%
ETN
Eaton
$338.12
$2.48
(0.74%)
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$133.63B
41.69%
PRU
Prudential Financial
$117.83
$2.36
(2.04%)
premium
2 Buy
8 Hold
0 Sell
Hold
premium
$41.95B
13.80%
ABBV
AbbVie
$175.58
$4.06
(2.37%)
premium
13 Buy
6 Hold
0 Sell
Moderate Buy
premium
$310.27B
13.32%
SON
Sonoco Products
$49.42
$0.73
(1.46%)
premium
4 Buy
1 Hold
1 Sell
Moderate Buy
premium
$4.86B
-11.98%
KMB
Kimberly Clark
$131.32
$0.13
(0.1%)
premium
6 Buy
6 Hold
2 Sell
Moderate Buy
premium
$43.79B
9.24%
LLY
Eli Lilly & Co
$767.76
$10.22
(1.35%)
premium
16 Buy
2 Hold
0 Sell
Strong Buy
premium
$728.85B
34.60%
WM
Waste Management
$205.83
$0.3
(0.15%)
premium
9 Buy
9 Hold
0 Sell
Moderate Buy
premium
$82.61B
16.32%
TXRH
Texas Roadhouse
$181.38
$1.48
(0.81%)
premium
10 Buy
12 Hold
0 Sell
Moderate Buy
premium
$12.10B
49.76%
MSFT
Microsoft
$436.60
$0.43
(0.1%)
premium
27 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.25T
16.56%
PKG
Packaging
$227.98
$1.77
(0.78%)
premium
4 Buy
2 Hold
0 Sell
Moderate Buy
premium
$20.47B
39.28%
STWD
Starwood Property
$19.39
$0.33
(1.73%)
premium
5 Buy
2 Hold
0 Sell
Moderate Buy
premium
$6.54B
-11.34%
SPYI
SPYI
< ETF >
NEOS S&P 500 High Income ETF
$51.68
$0.53
(1.04%)
premium
4K Buy
3K Hold
332 Sell
Moderate Buy
premium
$2.53B
7.51%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$58.20
$0.56
(0.97%)
premium
1K Buy
607 Hold
59 Sell
Moderate Buy
premium
$36.75B
5.59%
KMI
Kinder Morgan
$26.85
$0.61
(2.32%)
premium
6 Buy
6 Hold
0 Sell
Moderate Buy
premium
$59.65B
51.52%
FAF
First American Financial
$62.82
$1.27
(2.06%)
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
$6.47B
-3.06%
GOOD
Gladstone Commercial
$16.04
$0.13
(0.82%)
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
$709.58M
22.72%
BCC
Boise Cascade
$122.75
$0.26
(0.21%)
premium
3 Buy
2 Hold
1 Sell
Moderate Buy
premium
$4.71B
-3.39%
R
Ryder System
$155.66
$0
(0%)
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$6.58B
32.05%
MFIC
MidCap Financial Investment Corporation
$13.42
$0.05
(0.37%)
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
-1.54%
O
Realty Income
$52.79
$1.03
(1.99%)
premium
3 Buy
9 Hold
0 Sell
Hold
premium
$46.20B
-7.21%
LYB
LyondellBasell
$73.50
$0.53
(0.73%)
premium
5 Buy
8 Hold
1 Sell
Moderate Buy
premium
$23.87B
-23.48%