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Shelby Sheep profile

Dividend Guardian

Shelby Sheep

Portfolio Value
$ 106.67K
Performance
6.68%
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
Merck & Co., Inc. logo
Merck & Co., Inc.$MRK · 69 shares
$97.76$113.42
+$1,080.54
+16.02%$7,825.98
Johnson & Johnson logo
Johnson & Johnson$JNJ · 33 shares
$203.90$230.82
+$888.36
+13.20%$7,617.06
Exxon Mobil Corporation logo
Exxon Mobil Corporation$XOM · 48 shares
$117.08$152.75
+$1,712.16
+30.47%$7,332.00
CME Group Inc. logo
CME Group Inc.$CME · 23 shares
$273.09$297.64
+$564.65
+8.99%$6,845.72
Union Pacific Corporation logo
Union Pacific Corporation$UNP · 25 shares
$226.22$269.41
+$1,079.75
+19.09%$6,735.25
Snap-on Incorporated logo
Snap-on Incorporated$SNA · 17 shares
$335.90$366.38
+$518.16
+9.07%$6,228.46
Consolidated Edison, Inc. logo
Consolidated Edison, Inc.$ED · 56 shares
$100.16$107.11
+$389.20
+6.94%$5,998.16
Cisco Systems, Inc. logo
Cisco Systems, Inc.$CSCO · 48 shares
$76.10$115.53
+$1,892.64
+51.81%$5,545.44
Public Storage logo
Public Storage$PSA · 18 shares
$269.51$302.97
+$602.28
+12.42%$5,453.46
Kimberly-Clark Corporation logo
Kimberly-Clark Corporation$KMB · 53 shares
$105.18$96.70
-$449.71
-8.07%$5,124.84

Breakdown

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Sectors

Healthcare

17.45 %

Technology

13.35 %

Real Estate

12.19 %

Industrials

12.15 %

Utilities

9.70 %

Consumer Defensive

9.09 %

Consumer Cyclical

8.53 %

Energy

6.87 %

Financial Services

6.42 %

Others

4.25 %

10
Sectors

Recent Transactions

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Latest Letters

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