$STAPLE
Dividend
Defensive
Income
Staple Dividend
Sleep-well-at-night income.
5 holdings·Free to follow·1 followers·Inception 2021-06-23
Min. investment $100
+37.89%
1Y return
Returns
1D
+1.00%
1W
+0.60%
1M
-4.53%
3M
-2.05%
6M
+12.31%
1Y
+40.55%
+40.55%/yr
3Y
+25.18%
+7.77%/yr
5Y
+57.86%
+9.55%/yr
10Y
+60.88%
+4.87%/yr
MAX
+87.35%
+5.87%/yr
Returns before the live inception date are backtested from the constituents' historical prices using the fund's versioned weights, and are clearly labeled on the chart.
Holdings
| Symbol | Company | Weight |
|---|---|---|
| KO | The Coca-Cola Company | 22.0% |
| PG | Procter & Gamble | 22.0% |
| JNJ | Johnson & Johnson | 20.0% |
| WMT | Walmart Inc. | 18.0% |
| SCHD | Schwab US Dividend Equity ETF | 18.0% |
Strategy
Thesis
Defensive consumer staples and healthcare with durable dividends.
Methodology
Dividend durability screen; low turnover. Free to follow.
Manager
MB
Marcus Boyd
Thematic growth investor. AI, semis, and software.
Marcus invests behind secular technology shifts with concentrated, high-conviction baskets.
Fee
Free to follow
This fund is free to follow.
Not investment advice. Managers are independent individuals. Past and backtested performance does not guarantee future results. Investing involves risk, including loss of principal. Read full disclosures.