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Shelby Sheep profile

Dividend Guardian

Shelby Sheep

Portfolio Value
$ 104.83K
Performance
4.83%
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$175.15
+$2,787.36
+49.60%$8,407.20
Merck & Co., Inc. logo
Merck & Co., Inc.$MRK · 69 shares
$97.76$120.95
+$1,600.11
+23.72%$8,345.55
Johnson & Johnson logo
Johnson & Johnson$JNJ · 33 shares
$203.90$242.18
+$1,263.24
+18.77%$7,991.94
CME Group Inc. logo
CME Group Inc.$CME · 23 shares
$273.09$295.23
+$509.22
+8.11%$6,790.29
Consolidated Edison, Inc. logo
Consolidated Edison, Inc.$ED · 56 shares
$100.16$112.49
+$690.48
+12.31%$6,299.44
Snap-on Incorporated logo
Snap-on Incorporated$SNA · 17 shares
$335.90$357.29
+$363.63
+6.37%$6,073.93
Union Pacific Corporation logo
Union Pacific Corporation$UNP · 25 shares
$226.22$240.21
+$349.75
+6.18%$6,005.25
Comcast Corporation logo
Comcast Corporation$CMCSA · 180 shares
$27.35$28.73
+$248.40
+5.05%$5,171.40
Kimberly-Clark Corporation logo
Kimberly-Clark Corporation$KMB · 53 shares
$105.18$96.99
-$434.34
-7.79%$5,140.21
McDonald's Corporation logo
McDonald's Corporation$MCD · 16 shares
$309.35$308.84
-$8.24
-0.17%$4,941.36

Breakdown

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Sectors

Healthcare

18.88 %

Industrials

11.52 %

Real Estate

11.25 %

Utilities

10.40 %

Technology

9.85 %

Consumer Cyclical

9.38 %

Consumer Defensive

9.29 %

Energy

8.02 %

Financial Services

6.48 %

Others

4.93 %

10
Sectors

Recent Transactions

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Latest Letters

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