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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 15.50   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
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
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
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
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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