Dividend-News

Daily dividend news for investors in dividend stocks


John's August Dividend Increases And Income Tracker - Retirement Accounts

Published Tue, 09 Oct 2018 10:32:02 -0400 on Seeking Alpha

Investment Thesis August marks the sixth month that I have been tracking John's retirement accounts in an article. I apologize to readers for the tardiness of this article and I am working to get September's series caught up by the end of the week. Since the beginning of January 2018, his portfolio has produced the following results:
$10,011.01/Dividend Income through August 31, 2018. On February 1, 2018, we began tracking the active tracking active trades which have provided a total realized gain of $8,119.90 through August 31, 2018. If we combine trading income and dividends, we can approximate an average monthly income of $2,140.18/mo. Although this may sound repetitive, I would like to include a disclaimer that this article is based on an actual portfolio for clients of mine. The goal is to build a portfolio of dividend-paying stocks, bonds, etc. that will continue to produce a growing and long-lasting income stream and simultaneously preserve capital. Capital appreciation is the least important characteristic of this portfolio. It is important that you do your own research when creating a portfolio that meets your needs!
A Rising Ten-Year Treasury Opens Up New Doors September, historically, is consistently known as one of the most terrible months when it comes to returns of the Dow, but so far, October seems to be far more concerning after we saw the ten-year Treasury yield finish up just under 3.2%.
10-Year Treasury Rate data by YCharts
For those... Read more

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
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
COVANTA HOLDING 14.92   7.1 2.09 1.00 6.69
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
ROYAL DUTCH SHELL A 68.62   27.1 2.59 3.76 5.35
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
VALLEY NATIONAL BANCORP 10.03   16.2 0.62 0.44 4.47
ABBVIE 84.76   17.5 4.84 4.28 4.35
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
CHEVRON 111.72   15.0 7.43 4.48 3.98
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
KIMBERLY-CLARK 114.95   25.0 4.60 4.00 3.58
BB&T 46.34   12.5 3.71 1.62 3.55
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
JPMORGAN CHASE 101.68   12.6 8.07 3.20 3.20
T. ROWE PRICE GROUP 91.21   12.6 7.21 2.80 3.10
CRACKER BARREL OLD COUNTRY STORE 169.44   16.4 10.33 5.00 2.95
CATERPILLAR 128.15   20.5 6.26 3.44 2.72
GENERAL DYNAMICS 158.99   15.6 10.22 3.72 2.28
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
CREDIT SUISSE GROUP 11.90   0.0 -0.16 0.25 2.11
BOEING 350.36   20.4 17.13 8.22 1.94
BROWN-FORMAN 68.83   36.0 1.92 0.63 0.91
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
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
5 Dividend Increases: June 25-29, 2018

More