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VF Dividend Retirement - New Portfolio

VF Dividend Retirement
Individual Investor
Ranked #399,130 out of 826,208 TipRanks' Investors
Success Rate
54%
59 out of 110
profitable transactions
Average Return
7.50%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.74%
6-Month Return▲ 4.26%
12-Month Return▼ 1.58%
YTD Return▲ 0.41%
Total Return▲ 19.15%

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

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 2.91%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 3.86%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 3.50%
May 2025
▲ 9.25%
▲ 5.14%
▲ 3.64%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 0.62%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.05%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 1.04%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 3.75%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 2.91%
▲ 0.80%▼ 0.87%▼ 3.86%
▲ 11.63%▲ 6.28%▲ 3.50%
▲ 9.25%▲ 5.14%▲ 3.64%
▲ 7.60%▲ 2.30%▼ 0.62%
▲ 2.76%▲ 2.05%▲ 4.05%
▲ 12.88%▲ 3.56%▼ 1.04%
▲ 10.96%▲ 2.38%▼ 3.75%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ball
9.15%
▼ 15.92%
5
Buy
Sep 13, 2025
Ares Commercial
0.39%
▼ 29.83%
5
Sell
Sep 13, 2025
NEOS S&P 500 High Income ETF
1.62%
▲ 30.46%
3
Sell
Sep 13, 2025
Realty Income
1.78%
▲ 0.61%
2
Buy
Sep 13, 2025
LyondellBasell
0.76%
▼ 26.79%
3
Buy
Sep 13, 2025
MSC Industrial
1.14%
▼ 7.58%
1
Open
Sep 13, 2025
Bank of America
7.96%
▲ 60.99%
4
Sell
Sep 07, 2025
Redwood
2.55%
▼ 16.67%
7
Sell
Sep 07, 2025
Dow Inc
▼ 50.96%
3
Close
Sep 07, 2025
Waste Management
2.32%
▲ 6.26%
3
Buy
Sep 07, 2025
Gladstone Commercial
2.01%
▼ 10.89%
4
Buy
Sep 07, 2025
Boise Cascade
1.63%
▼ 29.93%
3
Buy
Sep 07, 2025
Industrial Logistics Properties
0.51%
▲ 26.12%
4
Sell
Jul 16, 2025
Honeywell International
1.74%
▲ 5.99%
3
Buy
Jul 01, 2025
PIMCO Dynamic
3.27%
▲ 21.94%
3
Sell
Jul 01, 2025
Cubesmart
2.72%
▼ 10.99%
4
Buy
Jul 01, 2025
First American Financial
2.4%
▲ 5.48%
4
Buy
Jul 01, 2025
Karat Packaging Inc
0.69%
▼ 17.36%
2
Buy
Jul 01, 2025
Pimco Corporate Income Fund PIMCO Corporate & Income Strategy Fund
0.63%
▲ 11.05%
3
Buy
Nov 12, 2024
Arbor Realty
1.36%
▼ 18.10%
3
Sell
Nov 12, 2024