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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 15.50   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
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
COVANTA HOLDING 17.05   14.8 1.15 1.00 5.95
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
ABBVIE 79.51   22.2 3.58 4.28 5.37
ROYAL DUTCH SHELL A 68.62   27.1 2.59 3.76 5.35
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
KINDER MORGAN 20.13   30.5 0.66 0.80 4.02
CHEVRON 122.89   15.9 7.74 4.76 3.87
REALTY INCOME 73.25   58.1 1.26 2.71 3.73
BB&T 44.87   11.5 3.91 1.62 3.59
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
KIMBERLY-CLARK 121.91   30.2 4.03 4.12 3.38
JPMORGAN CHASE 98.93   11.0 8.98 3.20 3.21
CRACKER BARREL OLD COUNTRY STORE 161.11   17.8 9.06 5.00 3.13
T. ROWE PRICE GROUP 98.22   13.6 7.25 3.04 3.08
PEPSICO 120.85   13.7 8.80 3.71 3.07
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
CATERPILLAR 131.38   12.9 10.22 3.44 2.65
BOEING 370.46   20.7 17.88 8.22 2.27
GENERAL DYNAMICS 166.62   14.9 11.19 4.08 2.24
CREDIT SUISSE GROUP 11.39   0.0 -0.16 0.25 2.16
WAL-MART STORES 98.17   43.1 2.28 2.12 2.16
BROWN-FORMAN 68.83   36.0 1.92 0.63 0.91
OWENS & MINOR 4.26   0.0 -7.32 0.01 0.23
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

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