VF Dividend Retirement - New Portfolio
Portfolio Gain
1-Month Returnâ–²1.22%
6-Month Returnâ–¼0.57%
12-Month Returnâ–²13.34%
YTD Returnâ–²10.30%
Total Returnâ–²35.04%
Best Trade
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
TipRanks Averageâ–¼ 0.82%â–² 16.06%â–² 15.50%â–¼ 5.57%â–¼ 4.52%â–² 11.68%â–² 3.10%â–¼ 8.57%
S&P 500â–¼ 4.94%â–² 10.51%â–² 5.26%â–¼ 1.03%â–² 0.03%â–² 2.68%â–¼ 0.33%â–¼ 0.91%
Investor Portfolioâ–¼ 3.85%â–² 4.74%â–¼ 1.36%â–² 3.31%â–² 1.57%â–² 0.19%â–¼ 5.58%â–² 1.59%
Recent Activity
| Company Name | % of Portfolio | Return | No. of Transactions | Last Transaction | â–¼Date | |
|---|---|---|---|---|---|---|
BALLBall | 7.91% | â–²20.57% | 7 | Sell | Oct 21, 2026 | |
HONHoneywell International | — | ▲4.59% | 6 | Close | Oct 21, 2026 | |
PDIPIMCO Dynamic | — | ▲9.75% | 6 | Close | Oct 21, 2026 | |
PCNPimco Corporate Income Fund PIMCO Corporate & Income Strategy Fund | — | ▲1.54% | 4 | Close | Oct 21, 2026 | |
BACBank of America | 4.63% | â–²53.84% | 7 | Sell | Oct 21, 2026 | |
CCICrown Castle | — | ▼14.87% | 3 | Close | Oct 21, 2026 | |
RWTRedwood | — | ▼45.29% | 9 | Close | Oct 21, 2026 | |
ACREAres Commercial | — | ▼41.77% | 7 | Close | Oct 21, 2026 | |
ABRArbor Realty | — | ▼73.15% | 5 | Close | Oct 21, 2026 | |
JNJJohnson & Johnson | 2.41% | â–²44.92% | 4 | Buy | Oct 21, 2026 | |
SONSonoco Products | 0.88% | â–²5.04% | 4 | Sell | Oct 21, 2026 | |
LLYEli Lilly & Co | 6.25% | â–²100.40% | 3 | Buy | Oct 21, 2026 | |
MSFTMicrosoft | 2.3% | â–²30.30% | 3 | Buy | Oct 21, 2026 | |
GOODGladstone Commercial | 1.71% | â–¼2.82% | 7 | Sell | Oct 21, 2026 | |
BCCBoise Cascade | 3.06% | â–¼14.47% | 4 | Buy | Oct 21, 2026 | |
MFICMidCap Financial Investment Corporation | — | ▼21.29% | 2 | Close | Oct 21, 2026 | |
ORealty Income | 2.01% | â–²3.94% | 3 | Buy | Oct 21, 2026 | |
METMetlife | 0.98% | â–²13.88% | 2 | Buy | Oct 21, 2026 | |
GPIQGoldman Sachs Nasdaq 100 Core Premium Income ETF | 2.87% | â–¼2.88% | 2 | Buy | Oct 21, 2026 | |
AADXApplied Aerospace & Defense | 0.59% | â–¼20.15% | 2 | Buy | Oct 21, 2026 |