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Dividend & Income

Established dividend payers across defensive and cyclical sectors.

The real Portfolio Manager rendering a sample book. Same components and live data members see. Only the share counts are illustrative.

Market value
$62,244
One week
-2.0%
Thesis health
2 broken · 1 on watch · 2 intact

Positions

Illustrative share counts. Market values use current covered prices.

HoldingSharesPriceValueThesis
JNJ40$266$10,634Broken
KO200$89$17,734Intact
JPM30$356$10,681Intact
PG60$145$8,707Warn
XOM90$161$14,488Broken

Your Portfolio Risk vs S&P 500

3 Years ending Sep 1, 2026

Risk = annualized standard deviation. Return = annualized.

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Sample book for illustration. Share counts are illustrative. For informational purposes only. Not investment advice.