Back to Home
Demo Portfolio
Income & Dividend
A dividend-focused portfolio for steady income
Worst-Case Drawdown
-18.7%
vs your comfort: -15%
Volatility
14.2%
annualized
Sharpe Ratio
0.91
risk-adjusted return
Market Beta
0.65
market sensitivity
Holdings
Johnson & Johnson
JNJ · Healthcare
18%
Procter & Gamble
PG · Consumer Staples
15%
Coca-Cola Co.
KO · Consumer Staples
14%
Verizon
VZ · Telecom
12%
Realty Income
O · REITs
12%
AT&T Inc.
T · Telecom
10%
Duke Energy
DUK · Utilities
10%
Pfizer Inc.
PFE · Healthcare
9%
Top Risks
Dividend Cut Risk
Economic stress may force dividend reductions
Sector Concentration
Heavy in defensive sectors
Growth Underperformance
May lag in bull markets
Stress Scenarios
Recession with Rate Cuts
Favorable
-12.4%
High Inflation Period
Moderate
-22.1%
Tech-Led Bull Market
Underperformance
+ 5.2%
This is a demo analysis. Want to analyze your own portfolio?
Analyze My Portfolio