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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 15.49   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
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
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
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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