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Shelby Sheep profile

Dividend Guardian

Shelby Sheep

Portfolio Value
$ 106.79K
Performance
6.79%
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$113.02
+$1,052.94
+15.61%$7,798.38
Johnson & Johnson logo
Johnson & Johnson$JNJ · 33 shares
$203.90$225.65
+$717.75
+10.67%$7,446.45
Exxon Mobil Corporation logo
Exxon Mobil Corporation$XOM · 48 shares
$117.08$151.26
+$1,640.64
+29.19%$7,260.48
Union Pacific Corporation logo
Union Pacific Corporation$UNP · 25 shares
$226.22$264.74
+$962.88
+17.03%$6,618.38
CME Group Inc. logo
CME Group Inc.$CME · 23 shares
$273.09$286.36
+$305.21
+4.86%$6,586.28
Snap-on Incorporated logo
Snap-on Incorporated$SNA · 17 shares
$335.90$367.75
+$541.45
+9.48%$6,251.75
Consolidated Edison, Inc. logo
Consolidated Edison, Inc.$ED · 56 shares
$100.16$107.41
+$406.00
+7.24%$6,014.96
Public Storage logo
Public Storage$PSA · 18 shares
$269.51$308.57
+$702.99
+14.49%$5,554.17
Kimberly-Clark Corporation logo
Kimberly-Clark Corporation$KMB · 53 shares
$105.18$97.10
-$428.24
-7.68%$5,146.30
Essex Property Trust, Inc. logo
Essex Property Trust, Inc.$ESS · 19 shares
$261.20$267.34
+$116.66
+2.35%$5,079.46

Breakdown

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Sectors

Healthcare

17.41 %

Technology

13.44 %

Real Estate

12.28 %

Industrials

12.05 %

Utilities

9.65 %

Consumer Defensive

9.12 %

Consumer Cyclical

8.52 %

Energy

6.82 %

Financial Services

6.43 %

Others

4.28 %

10
Sectors

Recent Transactions

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Latest Letters

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