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Defensive Dividend Portfolio
Woolrich Fleece
Defensive Dividend Portfolio
Woolrich Fleece
Portfolio Value
$ 100.24K
Performance
0.25%
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.
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
$100,244.17
0.25%Support our platform
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Top Holdings
View All →Complete breakdown of the expert's current portfolio holdings and performance metrics
| Thesis | ||||||
|---|---|---|---|---|---|---|
 Merck & Co., Inc.$MRK · 69 shares | $97.76 | $99.72 | +$135.24 | +2.00% | $6,880.68 | |
 CME Group Inc.$CME · 23 shares | $273.09 | $270.87 | -$51.06 | -0.81% | $6,230.01 | |
 Exxon Mobil Corporation$XOM · 48 shares | $117.08 | $116.51 | -$27.36 | -0.49% | $5,592.48 | |
 Kimberly-Clark Corporation$KMB · 53 shares | $105.18 | $102.96 | -$117.66 | -2.11% | $5,456.88 | |
 Consolidated Edison, Inc.$ED · 56 shares | $100.16 | $96.61 | -$198.80 | -3.54% | $5,410.16 | |
 McDonald's Corporation$MCD · 16 shares | $309.35 | $311.02 | +$26.72 | +0.54% | $4,976.32 | |
 Essex Property Trust, Inc.$ESS · 19 shares | $261.20 | $255.42 | -$109.87 | -2.21% | $4,852.93 | |
 Microsoft Corporation$MSFT · 10 shares | $472.12 | $483.16 | +$110.40 | +2.34% | $4,831.60 | |
 Duke Energy Corporation$DUK · 35 shares | $122.80 | $116.51 | -$220.15 | -5.12% | $4,077.85 | |
 QUALCOMM Incorporated$QCOM · 23 shares | $163.30 | $174.80 | +$264.50 | +7.04% | $4,020.40 |
Breakdown
View All →Portfolio distribution by economic sectors, industries, and countries
Sectors
Healthcare
17.17 %
Technology
12.56 %
Real Estate
12.16 %
Industrials
11.76 %
Consumer Cyclical
10.17 %
Consumer Defensive
10.02 %
Utilities
9.46 %
Financial Services
6.21 %
Energy
5.58 %
Others
4.90 %
10
Sectors
Recent Transactions
View All →Latest portfolio activity and trades
Consolidated Edison, Inc.
EDBUY•$100 each•56.00 shares
$5,609
23 nov 2025
Duke Energy Corporation
DUKBUY•$123 each•35.00 shares
$4,298
23 nov 2025
Microsoft Corporation
MSFTBUY•$472 each•10.00 shares
$4,721
23 nov 2025
Cisco Systems, Inc.
CSCOBUY•$76 each•48.00 shares
$3,653
23 nov 2025
QUALCOMM Incorporated
QCOMBUY•$163 each•23.00 shares
$3,756
23 nov 2025
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