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John's April Dividend Income Tracker - Retirement Accounts

Published Mon, 21 May 2018 17:41:42 -0400 on Seeking Alpha

Investment Thesis April marks the second 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 April 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. John has also officially retired and so his portfolio is focused on generating income and capital preservation.
Like the article on the taxable account, John And Jane - April 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. The last difference between John's retirement accounts and his taxable portfolio is that there will be some active trading done within the retirement portfolio.
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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
OMEGA HEALTHCARE INVESTORS 37.33   26.7 1.40 2.64 7.14
IRON MOUNTAIN 35.17   27.7 1.27 2.44 6.96
PACWEST BANCORP 35.86   9.6 3.72 2.40 6.73
AT&T 30.77   10.7 2.87 2.04 6.57
MAIN STREET CAPITAL 37.41   13.3 2.81 2.40 6.45
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
VALLEY NATIONAL BANCORP 9.36   12.5 0.75 0.44 4.70
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
EXXON MOBIL 79.92   16.4 4.88 3.28 4.08
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
CRACKER BARREL OLD COUNTRY STORE 161.11   17.8 9.06 5.00 3.13
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
MCCORMICK 143.93   20.5 7.01 2.28 1.60
APPLE 188.74   15.5 12.16 2.92 1.53
ORACLE 52.74   19.1 2.76 0.96 1.44
STEPAN 86.17   17.8 4.83 1.00 1.17
VISA 153.03   33.0 4.64 1.00 0.65
OWENS & MINOR 4.26   0.0 -7.32 0.01 0.23
AMAZON.COM 1774.26   88.1 20.13 0.00 0.00
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):
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John's November Retirement Accounts - The Dividend Growth Investor Vs. Bear Market
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