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

Published Thu, 08 Nov 2018 13:27:12 -0500 on Seeking Alpha

Investment Thesis September marks the seventh month that I have been tracking John's retirement accounts in an article. 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. Over the last month, we have seen challenging market conditions as stocks from nearly every industry have been negatively impacted. Fortunately, John has a number of real estate investment trusts (REITs) and utility stocks that have helped provide stability for his portfolio and helped reduce the paper losses when compared to his wife Jane's retirement account.
^SPGREIT data by YCharts
As you can see, REITs and utilities as a whole have outperformed the Dow Jones and the S&P 500 over the course of the last month. Utilities were clearly the strongest performer followed by REITs (which quickly leveled off around -3%). The Dow Jones and the S&P 500 continued to fall during the month of October and have continued to struggle even as REITs and Utilities have continued to perform well.
Because of this, we saw reduced paper losses in John's retirement accounts when compared with the paper losses in Jane's retirement accounts. If we compare... 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
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
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
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
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
John's August Dividend Increases And Income Tracker - Retirement Accounts
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
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