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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 15.54   0.0 -0.15 1.27 8.19
LEXINGTON REALTY TRUST 8.77   9.3 0.94 0.71 8.10
OMEGA HEALTHCARE INVESTORS 37.43   26.7 1.40 2.64 7.15
IRON MOUNTAIN 34.84   43.6 0.80 2.44 7.02
MAIN STREET CAPITAL 36.03   9.7 3.70 2.34 6.71
BP 38.06   14.7 2.59 2.44 6.66
PACWEST BANCORP 37.03   10.7 3.45 2.40 6.61
AT&T 30.62   5.8 5.29 2.04 6.61
ALTRIA GROUP 48.26   8.6 5.62 3.20 6.54
WP CAREY & CO 68.30   25.3 2.70 4.12 5.99
LTC PROPERTIES 43.25   12.0 3.62 2.28 5.29
VENTAS 60.60   29.6 2.05 3.17 5.27
KINDER MORGAN 17.14   0.0 -0.02 0.80 4.93
DOMINION RESOURCES 67.97   13.6 5.01 3.34 4.78
UMPQUA 17.75   12.2 1.45 0.84 4.72
OCCIDENTAL PETROLEUM 65.58   12.8 5.11 3.12 4.71
HEALTHCARE TRUST OF AMERICA 26.29   23.1 1.14 1.24 4.70
EXXON MOBIL 71.63   13.2 5.44 3.28 4.57
VALLEY NATIONAL BANCORP 10.03   16.2 0.62 0.44 4.47
DUKE ENERGY 84.81   20.7 4.10 3.71 4.35
REALTY INCOME 64.77   54.4 1.19 2.65 4.13
OWENS & MINOR 7.52   0.0 -2.57 0.30 4.08
REGIONS FINANCIAL 14.78   10.3 1.44 0.56 3.81
TORONTO-DOMINION BANK 52.28   11.2 4.67 1.97 3.79
CYRUSONE 51.95   46.8 1.11 1.84 3.53
PEPSICO 108.99   31.4 3.47 3.71 3.43
COCA-COLA 47.20   72.6 0.65 1.56 3.32
FEDERAL REALTY INVESTMENT TRUST 123.00   39.2 3.14 4.08 3.31
PORTLAND GENERAL ELECTRIC 44.51   19.4 2.30 1.45 3.21
CRACKER BARREL OLD COUNTRY STORE 169.44   16.4 10.33 5.00 2.95
CODORUS VALLEY BANCORP 22.65   0.0 0.00 0.64 2.78
GENERAL DYNAMICS 158.99   15.6 10.22 3.72 2.28
STARBUCKS 63.37   19.7 3.21 1.44 2.26
WAL-MART STORES 96.25   55.3 1.74 2.08 2.19
EPR PROPERTIES 69.06   20.6 3.36 1.44 2.13
BOEING 350.36   20.4 17.13 8.22 1.94
APPLE 153.07   12.9 11.87 2.92 1.92
MCCORMICK 140.79   20.9 6.73 2.28 1.63
ORACLE 48.38   47.4 1.02 0.76 1.57
STEPAN 78.45   19.2 4.09 1.00 1.29
VISA 137.34   31.1 4.41 1.00 0.72
AMAZON.COM 1674.56   93.9 17.84 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):
Do You Feel Lucky? 8 Lucky REITs That Yield 8% Plus
John's November Retirement Accounts - The Dividend Growth Investor Vs. Bear Market
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John's September Dividend Increases And Income Tracker - Retirement Accounts
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John's August Dividend Increases And Income Tracker - Retirement Accounts
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