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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 15.49   0.0 -0.27 1.27 8.22
IRON MOUNTAIN 30.54   25.2 1.21 2.44 7.99
OMEGA HEALTHCARE INVESTORS 37.36   28.3 1.32 2.64 7.18
ALTRIA GROUP 50.53   15.4 3.28 3.20 6.47
PACWEST BANCORP 37.63   9.8 3.86 2.40 6.46
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
MAIN STREET CAPITAL 41.95   14.5 2.89 2.46 5.81
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
EXXON MOBIL 74.99   17.3 4.34 3.48 4.61
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
VALLEY NATIONAL BANCORP 10.64   11.1 0.96 0.44 4.08
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
CRACKER BARREL OLD COUNTRY STORE 170.19   18.7 9.12 5.20 2.80
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
MCCORMICK 160.18   31.2 5.13 2.28 1.43
STEPAN 92.80   20.2 4.59 1.00 1.09
VISA 180.53   37.3 4.84 1.00 0.56
OWENS & MINOR 2.64   0.0 -7.68 0.01 0.33
AMAZON.COM 1964.52   82.0 23.95 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):
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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