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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 15.50   0.0 -0.55 1.27 8.20
LEXINGTON REALTY TRUST 9.13   9.9 0.92 0.41 7.78
IRON MOUNTAIN 35.17   27.7 1.27 2.44 6.96
AT&T 30.77   10.7 2.87 2.04 6.57
EPR PROPERTIES 76.39   23.4 3.27 4.50 5.92
ALTRIA GROUP 56.55   15.4 3.68 3.20 5.72
BP 43.53   15.5 2.81 2.44 5.55
WP CAREY & CO 77.93   23.3 3.34 4.13 5.30
UMPQUA 16.05   11.2 1.43 0.84 5.25
LTC PROPERTIES 45.52   11.7 3.89 2.28 5.06
VENTAS 64.70   57.3 1.13 3.17 4.94
DOMINION RESOURCES 75.94   20.4 3.73 3.67 4.86
OCCIDENTAL PETROLEUM 65.13   12.1 5.39 3.12 4.78
HEALTHCARE TRUST OF AMERICA 28.57   28.3 1.01 1.24 4.38
REGIONS FINANCIAL 13.53   8.8 1.54 0.56 4.14
DUKE ENERGY 90.77   24.2 3.75 3.71 4.09
KINDER MORGAN 20.13   30.5 0.66 0.80 4.02
REALTY INCOME 73.25   58.1 1.26 2.71 3.73
TORONTO-DOMINION BANK 55.11   11.9 4.64 2.25 3.57
CYRUSONE 51.70   646.2 0.08 1.84 3.53
COCA-COLA 46.03   30.7 1.50 1.60 3.48
PEPSICO 120.85   13.7 8.80 3.71 3.07
CODORUS VALLEY BANCORP 20.80   0.0 0.00 0.64 3.05
FEDERAL REALTY INVESTMENT TRUST 135.19   42.5 3.18 4.08 3.03
PORTLAND GENERAL ELECTRIC 52.07   22.0 2.37 1.45 2.80
BOEING 370.46   20.7 17.88 8.22 2.27
GENERAL DYNAMICS 166.62   14.9 11.19 4.08 2.24
WAL-MART STORES 98.17   43.1 2.28 2.12 2.16
STARBUCKS 72.30   32.1 2.25 1.44 2.00
APPLE 188.74   15.5 12.16 2.92 1.53
ORACLE 52.74   19.1 2.76 0.96 1.44
VISA 153.03   33.0 4.64 1.00 0.65
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):
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
John's September Dividend Increases And Income Tracker - Retirement Accounts
Dividend Sensei's Portfolio Update 57: The 11 Stocks I'm Buying During This Correction
Get On Board Before This 'Dividend King' Leaves The Station
John's August Dividend Increases And Income Tracker - Retirement Accounts
10 Dividend Growth Stocks For September 2018
John's July Dividend Increases And Income Tracker - Retirement Accounts
The Rose 93 Stock July Portfolio Update: Delightful Spicy Dividends Up 60.2% From 2017

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