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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:

Allocation

Top Stocks
11.04% BALL
9.29% ORI
6.90% BAC
4.86% PKG
3.75% EXR
64.16% Others
By Assets
95.85% Stocks
3.52% ETFs
0.63% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
31.22% Financial
19.21% Consumer Cyclical
19.03% Real Estate
13.52% Industrials
5.51% Healthcare
11.50% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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BALL
Ball
$60.83
$0.41
(0.68%)
premium
4 Buy
4 Hold
0 Sell
Moderate Buy
premium
$17.88B
12.41%
ILPT
Industrial Logistics Properties
$3.66
$0
(0%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$253.33M
22.61%
ROK
Rockwell Automation
$278.30
$1.78
(0.64%)
premium
5 Buy
6 Hold
4 Sell
Hold
premium
$31.40B
3.97%
HON
Honeywell International
$226.09
$0.58
(0.26%)
premium
8 Buy
10 Hold
0 Sell
Moderate Buy
premium
$148.39B
17.87%
ORI
Old Republic International
$38.22
$0.49
(1.3%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$9.50B
31.65%
PDI
PIMCO Dynamic
$19.19
$0.01
(0.05%)
premium
premium
9.10%
PCN
PCN
< FUND >
Pimco Corporate Income Fund PIMCO Corporate & Income Strategy Fund
$13.97
$0.03
(0.22%)
premium
premium
$760.06M
14.50%
CUBE
Cubesmart
$48.60
$0.29
(0.6%)
premium
3 Buy
9 Hold
0 Sell
Hold
premium
$11.14B
24.09%
EXR
Extra Space Storage
$166.88
$1.84
(1.11%)
premium
4 Buy
7 Hold
1 Sell
Hold
premium
$36.51B
30.14%
BAC
Bank of America
$46.46
$0.4
(0.87%)
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$356.10B
55.29%
CCI
Crown Castle
$104.50
$0.13
(0.12%)
premium
3 Buy
9 Hold
0 Sell
Hold
premium
$45.40B
0.74%
RWT
Redwood
$7.11
$0.09
(1.28%)
premium
6 Buy
2 Hold
0 Sell
Strong Buy
premium
$941.74M
2.48%
ARCC
Ares Capital
$21.78
$0.01
(0.05%)
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$14.10B
10.38%
ACRE
Ares Commercial
$7.16
$0.06
(0.85%)
premium
0 Buy
3 Hold
2 Sell
Moderate Sell
premium
$388.89M
-28.50%
ADM
Archer Daniels Midland
$53.19
$0.17
(0.32%)
premium
0 Buy
3 Hold
1 Sell
Hold
premium
$25.36B
-27.41%
CMI
Cummins
$368.86
$7.91
(2.19%)
premium
3 Buy
6 Hold
2 Sell
Hold
premium
$49.64B
61.28%
ABR
Arbor Realty
$14.50
$0.11
(0.75%)
premium
2 Buy
2 Hold
2 Sell
Hold
premium
$2.78B
19.85%
DOW
Dow Inc
$44.81
$0.88
(2%)
premium
4 Buy
9 Hold
0 Sell
Moderate Buy
premium
$30.56B
-15.08%
JNJ
Johnson & Johnson
$155.50
$2.39
(1.56%)
premium
6 Buy
8 Hold
0 Sell
Moderate Buy
premium
$368.37B
1.32%
ALL
Allstate
$203.48
$6.19
(3.14%)
premium
13 Buy
2 Hold
1 Sell
Strong Buy
premium
$52.06B
46.18%
ETN
Eaton
$370.95
$10.49
(2.91%)
premium
10 Buy
6 Hold
0 Sell
Moderate Buy
premium
$143.73B
58.78%
PRU
Prudential Financial
$126.26
$2.15
(1.73%)
premium
2 Buy
7 Hold
0 Sell
Hold
premium
$44.36B
31.72%
ABBV
AbbVie
$171.73
$3.97
(2.37%)
premium
13 Buy
7 Hold
0 Sell
Moderate Buy
premium
$294.35B
20.93%
SON
Sonoco Products
$50.15
$0.18
(0.36%)
premium
3 Buy
1 Hold
1 Sell
Moderate Buy
premium
$4.83B
-9.23%
KMB
Kimberly Clark
$137.03
$0.66
(0.48%)
premium
6 Buy
6 Hold
2 Sell
Moderate Buy
premium
$45.22B
12.19%
LLY
Eli Lilly & Co
$749.92
$3.49
(0.46%)
premium
17 Buy
1 Hold
0 Sell
Strong Buy
premium
$692.74B
27.14%
WM
Waste Management
$221.53
$2.75
(1.26%)
premium
9 Buy
9 Hold
0 Sell
Moderate Buy
premium
$87.92B
27.43%
TXRH
Texas Roadhouse
$192.56
$0.85
(0.44%)
premium
10 Buy
11 Hold
0 Sell
Moderate Buy
premium
$12.92B
75.02%
MSFT
Microsoft
$412.87
$1.79
(0.43%)
premium
27 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.11T
11.37%
PKG
Packaging
$245.30
$1.2
(0.49%)
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$21.40B
59.02%
STWD
Starwood Property
$19.91
$0.16
(0.81%)
premium
4 Buy
2 Hold
0 Sell
Moderate Buy
premium
$6.66B
-0.90%
SPYI
SPYI
< ETF >
NEOS S&P 500 High Income ETF
$51.77
$0.12
(0.23%)
premium
4K Buy
3K Hold
325 Sell
Moderate Buy
premium
$2.27B
7.92%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$59.91
$0.43
(0.72%)
premium
1K Buy
604 Hold
49 Sell
Moderate Buy
premium
$36.72B
9.28%
KMI
Kinder Morgan
$28.54
$0.54
(1.93%)
premium
6 Buy
6 Hold
0 Sell
Moderate Buy
premium
$62.38B
61.94%
FAF
First American Financial
$66.42
$0.01
(0.02%)
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$6.82B
14.66%
GOOD
Gladstone Commercial
$17.03
$0.23
(1.37%)
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
$759.57M
35.76%
BCC
Boise Cascade
$140.36
$2.95
(2.15%)
premium
3 Buy
2 Hold
1 Sell
Moderate Buy
premium
$5.31B
19.97%
R
Ryder System
$161.21
$1.33
(0.83%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$6.74B
49.71%
MFIC
MidCap Financial Investment Corporation
$13.82
$0.05
(0.36%)
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
3.69%
O
Realty Income
$57.39
$0.51
(0.9%)
premium
3 Buy
8 Hold
0 Sell
Moderate Buy
premium
$50.04B
6.22%
LYB
LyondellBasell
$82.80
$0.32
(0.39%)
premium
5 Buy
8 Hold
0 Sell
Moderate Buy
premium
$26.70B
-13.79%