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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 15.49   0.0 -0.27 1.27 8.22
IRON MOUNTAIN 30.54   25.2 1.21 2.44 7.99
ALTRIA GROUP 50.53   15.4 3.28 3.20 6.47
PACWEST BANCORP 37.63   9.8 3.86 2.40 6.46
ABBVIE 68.54   19.6 3.49 4.28 6.26
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
COVANTA HOLDING 17.54   0.0 -0.35 1.00 5.64
ROYAL DUTCH SHELL A 68.62   27.1 2.59 3.76 5.35
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
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
CHEVRON 125.04   17.3 7.23 4.76 3.83
REGIONS FINANCIAL 14.79   9.5 1.56 0.56 3.75
BB&T 50.65   12.5 4.04 1.62 3.26
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
KIMBERLY-CLARK 137.54   27.1 5.08 4.12 2.97
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
T. ROWE PRICE GROUP 108.47   14.3 7.57 3.04 2.79
JPMORGAN CHASE 114.67   11.7 9.79 3.60 2.78
PORTLAND GENERAL ELECTRIC 55.72   22.6 2.47 1.54 2.78
CATERPILLAR 136.23   12.7 10.73 4.12 2.53
BOEING 377.36   21.6 17.48 8.22 2.22
GENERAL DYNAMICS 183.18   16.5 11.10 4.08 2.18
CREDIT SUISSE GROUP 12.24   15.1 0.81 0.26 2.09
WAL-MART STORES 114.72   39.7 2.89 2.12 1.85
BROWN-FORMAN 68.83   36.0 1.92 0.63 0.91
OWENS & MINOR 2.64   0.0 -7.68 0.01 0.33
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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