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Dividend Guardian
Shelby Sheep
Dividend Guardian
Shelby Sheep
Portfolio Value
$ 102.97K
Performance
2.97%
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...
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 infrastructure. Looks for long histories of uninterrupted dividends, resilient balance sheets and sensible payout ratios. Accepts lower upside in exchange for smoother drawdowns and a predictable stream of income.
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
Complete breakdown of the expert's current portfolio holdings and performance metrics
$102,968.08
2.97%Top Holdings
View All →Complete breakdown of the expert's current portfolio holdings and performance metrics
| Thesis | ||||||
|---|---|---|---|---|---|---|
 Merck & Co., Inc.$MRK · 69 shares | $97.76 | $108.83 | +$763.83 | +11.32% | $7,509.27 | |
 Johnson & Johnson$JNJ · 33 shares | $203.90 | $218.66 | +$487.08 | +7.24% | $7,215.78 | |
 CME Group Inc.$CME · 23 shares | $273.09 | $279.50 | +$147.43 | +2.35% | $6,428.50 | |
 Exxon Mobil Corporation$XOM · 48 shares | $117.08 | $129.89 | +$614.88 | +10.94% | $6,234.72 | |
 Snap-on Incorporated$SNA · 17 shares | $335.90 | $361.36 | +$432.82 | +7.58% | $6,143.12 | |
 Lowe's Companies, Inc.$LOW · 21 shares | $234.29 | $277.55 | +$908.46 | +18.46% | $5,828.55 | |
 Consolidated Edison, Inc.$ED · 56 shares | $100.16 | $103.81 | +$204.40 | +3.64% | $5,813.36 | |
 Union Pacific Corporation$UNP · 25 shares | $226.22 | $229.49 | +$81.75 | +1.45% | $5,737.25 | |
 Public Storage$PSA · 18 shares | $269.51 | $293.89 | +$438.84 | +9.05% | $5,290.02 | |
 Kimberly-Clark Corporation$KMB · 53 shares | $105.18 | $99.32 | -$310.58 | -5.57% | $5,263.96 |
Breakdown
View All →Portfolio distribution by economic sectors, industries, and countries
Sectors
Healthcare
17.65 %
Real Estate
12.38 %
Industrials
11.54 %
Technology
11.53 %
Consumer Cyclical
10.44 %
Utilities
9.70 %
Consumer Defensive
9.60 %
Financial Services
6.24 %
Energy
6.06 %
Others
4.86 %
10
Sectors
Recent Transactions
View All →Latest portfolio activity and trades
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