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John's March Dividend Income Tracker - Retirement Accounts

Published Mon, 23 Apr 2018 10:23:56 -0400 on Seeking Alpha

Investment Thesis I want to start by apologizing to those for the lateness in publishing this article as I have been putting in a lot of hours renovating my basement (which will be the new location of my home office). Once this is done I plan to start publishing articles on a more consistent basis.
March marks the first month that I have tracked John's dividend income from his Traditional and Roth IRAs. Unlike the taxable account, we did not start making significant changes to John's retirement accounts until after the first of the year. Because of this, there are a number of stocks in John's retirement accounts that have yet to pay a dividend but this trend will quickly change as more of his stock purchases become seasoned.
John's portfolio contains a number of core holdings that are similar to his wife Jane's portfolio that I summarize in the article Jane's March Dividend Income Tracker - Retirement Accounts. The primary difference between their portfolios is that John's takes a more defensive approach by focusing on utilities, telecoms, and consumer goods.
Like the article on the taxable account, John And Jane - March Dividend Income Tracker - Taxable Account, the goal is to create a database that allows year-over-year (YoY) comparisons that demonstrate the power and simplicity of dividend investing from a retiree's perspective. In addition to documenting the past, I also like to forecast the upcoming month's dividend payments.
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Stock name Last trade   P/E Earnings/Share Dividend/Share Dividend yield
KITE REALTY GROUP TRUST 15.49   0.0 -0.27 1.27 8.22
IRON MOUNTAIN 30.54   25.2 1.21 2.44 7.99
ALTRIA GROUP 50.53   15.4 3.28 3.20 6.47
BP 39.23   13.3 2.94 2.44 6.21
AT&T 32.79   12.2 2.68 2.04 6.13
OCCIDENTAL PETROLEUM 51.01   9.6 5.31 3.16 6.11
EPR PROPERTIES 73.23   19.6 3.74 4.50 6.00
UMPQUA 16.80   10.4 1.62 0.84 5.09
WP CAREY & CO 84.92   27.0 3.15 4.14 4.89
LTC PROPERTIES 47.42   12.2 3.89 2.28 4.85
KINDER MORGAN 20.42   20.6 0.99 1.00 4.78
DOMINION RESOURCES 76.85   36.6 2.10 3.67 4.74
VENTAS 68.90   54.7 1.26 3.17 4.65
HEALTHCARE TRUST OF AMERICA 27.89   27.3 1.02 1.24 4.46
LEXINGTON REALTY TRUST 9.64   8.8 1.10 0.41 4.27
DUKE ENERGY 88.45   21.5 4.11 3.78 4.16
REALTY INCOME 70.10   52.3 1.34 2.72 3.89
TORONTO-DOMINION BANK 59.09   12.6 4.71 2.26 3.85
REGIONS FINANCIAL 14.79   9.5 1.56 0.56 3.75
CYRUSONE 58.21   129.4 0.45 1.84 3.13
FEDERAL REALTY INVESTMENT TRUST 130.32   41.4 3.15 4.08 3.11
COCA-COLA 51.39   32.7 1.57 1.60 3.07
PEPSICO 132.88   14.7 9.02 3.82 2.86
CODORUS VALLEY BANCORP 22.77   0.0 0.00 0.64 2.79
PORTLAND GENERAL ELECTRIC 55.72   22.6 2.47 1.54 2.78
BOEING 377.36   21.6 17.48 8.22 2.22
GENERAL DYNAMICS 183.18   16.5 11.10 4.08 2.18
WAL-MART STORES 114.72   39.7 2.89 2.12 1.85
ORACLE 58.12   19.3 3.01 0.96 1.64
STARBUCKS 90.30   39.1 2.31 1.44 1.60
APPLE 202.59   17.0 11.89 3.08 1.51
VISA 180.53   37.3 4.84 1.00 0.56
SCANA 47.78   0.0 0.00 0.00 0.00

KITE REALTY GROUP TRUST - KRG
KITE REALTY GROUP TRUST - KRG  


Older articles featuring Kite Realty Group Trust (KRG):
This 7.4%-Yielding Portfolio Will Survive A 2008 Repeat
The Retiree's Dividend Portfolio - John's May Update: When It Becomes Hard To Find A Good Deal
Dividend Challenger Highlights: Week Of June 23
Dividend Challenger Highlights: Week Of June 16
The Retiree's Dividend Portfolio - John's April Update: Focus On The Blended Yield
The Retiree's Dividend Portfolio - John's March Update - Let Your Dividends Do The Work
The Retiree's Dividend Portfolio - John's February Update - Game Of Thrones Edition
Do You Feel Lucky? 8 Lucky REITs That Yield 8% Plus
John's November Retirement Accounts - The Dividend Growth Investor Vs. Bear Market
John's October Dividend Increases And Income Tracker - Retirement Accounts

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