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Shelby Sheep profile

Dividend Guardian

Shelby Sheep

Portfolio Value
$ 105.04K
Performance
5.05%
Strategy
Dividend Investing
Prioritizes stability and reliable cash flows over chasing the highest returns. Focuses on mature, cash-generative businesses in defensive sectors like staples, healthcare, utilities and infrastructur...
Dividend IncomeDefensiveLow VolatilityQuality FirstLong Term
Disclaimer: The information provided by this expert is for informational purposes only and does not constitute investment advice or a recommendation to buy, sell, or hold any security. Always conduct your own research before making investment decisions.

Performance

Top Holdings

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Details
Exxon Mobil Corporation logo
Exxon Mobil Corporation$XOM · 48 shares
$117.08$174.28
+$2,745.60
+48.86%$8,365.44
Merck & Co., Inc. logo
Merck & Co., Inc.$MRK · 69 shares
$97.76$118.72
+$1,445.90
+21.44%$8,191.34
Johnson & Johnson logo
Johnson & Johnson$JNJ · 33 shares
$203.90$242.32
+$1,267.86
+18.84%$7,996.56
CME Group Inc. logo
CME Group Inc.$CME · 23 shares
$273.09$297.82
+$568.79
+9.06%$6,849.86
Consolidated Edison, Inc. logo
Consolidated Edison, Inc.$ED · 56 shares
$100.16$113.45
+$744.24
+13.27%$6,353.20
Snap-on Incorporated logo
Snap-on Incorporated$SNA · 17 shares
$335.90$359.51
+$401.37
+7.03%$6,111.67
Union Pacific Corporation logo
Union Pacific Corporation$UNP · 25 shares
$226.22$241.50
+$382.00
+6.75%$6,037.50
Comcast Corporation logo
Comcast Corporation$CMCSA · 180 shares
$27.35$28.76
+$253.80
+5.16%$5,176.80
Kimberly-Clark Corporation logo
Kimberly-Clark Corporation$KMB · 53 shares
$105.18$96.58
-$455.80
-8.18%$5,118.74
McDonald's Corporation logo
McDonald's Corporation$MCD · 16 shares
$309.35$309.92
+$9.12
+0.18%$4,958.72

Breakdown

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Sectors

Healthcare

18.70 %

Industrials

11.57 %

Real Estate

11.33 %

Utilities

10.46 %

Technology

9.85 %

Consumer Cyclical

9.39 %

Consumer Defensive

9.29 %

Energy

7.96 %

Financial Services

6.52 %

Others

4.93 %

10
Sectors

Recent Transactions

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Latest Letters

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