Dividend Dynasty
Submitted by @DividendDiane · 7 holdings · Total value: $100.0k
Overall score: 76/100 · Grade: B
Score breakdown
- Strength: 74/100 — quality and fundamentals of holdings
- Diversity: 72/100 — spread across sectors and asset types
- Exposure: 82/100 — balance and risk management
Analysis
Quality dividend payers and a REIT add reliable yield across staples, healthcare and communications.
Well spread across defensive sectors, though it skews to income and lacks growth or international exposure.
Income-first, low-beta book built for steady cash flow. Covered-call ETF caps upside but smooths volatility.
Top holdings
- SCHD — Schwab US Dividend ETF (30.0%, Diversified)
- JEPI — JPMorgan Equity Premium (20.0%, Diversified)
- O — Realty Income (12.0%, Real Estate)
- KO — Coca-Cola (10.0%, Consumer)
- PG — Procter & Gamble (10.0%, Consumer)