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

Published Thu, 06 Dec 2018 08:42:40 -0500 on Seeking Alpha

Investment Thesis
October marks the eighth month that I have been tracking John's retirement accounts in an article. Since the beginning of January 2018, his portfolio has produced $11,048.30/Dividend Income through September 30, 2018.
For those new to this series, John is a recently retired investor whose retirement is entirely self-funded in the form of Taxable, Roth, and Traditional IRA Savings (for the record, he does receive social security). The allocation of this portfolio is focused on creating a consistent income stream that produces a steadily growing income regardless of chaotic market conditions.
This article will specifically focus on a review of John's account and the changes we have made to it during the month of October. There were a number of stocks that increased paid dividends even as we continue to see difficult market conditions impact the overall value of the portfolio. It is also important to document this because we are trying to show that a dividend growth portfolio is based on the growth and consistency of the yield as a way to reduce overall risk and dependency on capital fluctuations. By doing this, we believe John will live a more comfortable and well-funded retirement since his withdrawals will be less influenced by erratic market fluctuations.
Although this may sound repetitive, I would like to include a disclaimer that this article is based on an actual portfolio for a client of mine. The goal is to build a portfolio of... Read more

Stock name Last trade   P/E Earnings/Share Dividend/Share Dividend yield
KITE REALTY GROUP TRUST 15.92   0.0 -0.27 1.27 8.07
IRON MOUNTAIN 34.14   28.4 1.20 2.44 7.29
ALTRIA GROUP 44.46   13.2 3.36 3.36 7.23
OCCIDENTAL PETROLEUM 45.40   9.0 5.05 3.16 6.81
OMEGA HEALTHCARE INVESTORS 41.16   32.4 1.27 2.64 6.57
PACWEST BANCORP 38.27   9.9 3.86 2.40 6.49
BP 37.67   14.3 2.64 2.44 6.45
COVANTA HOLDING 17.42   0.0 -0.27 1.00 5.85
EPR PROPERTIES 77.15   22.8 3.38 4.50 5.84
MAIN STREET CAPITAL 43.18   16.8 2.57 2.46 5.69
AT&T 38.38   16.1 2.38 2.04 5.43
ROYAL DUTCH SHELL A 68.62   27.1 2.59 3.76 5.35
UMPQUA 16.81   10.4 1.62 0.84 5.10
KINDER MORGAN 20.42   20.6 0.99 1.00 4.94
DOMINION RESOURCES 78.54   53.8 1.46 3.67 4.77
WP CAREY & CO 88.72   31.4 2.83 4.14 4.73
LTC PROPERTIES 49.71   18.6 2.67 2.28 4.63
HEALTHCARE TRUST OF AMERICA 28.29   27.5 1.03 1.26 4.45
VENTAS 71.17   51.6 1.38 3.17 4.41
LEXINGTON REALTY TRUST 10.09   8.4 1.20 0.41 4.10
DUKE ENERGY 94.96   21.0 4.52 3.78 4.02
TORONTO-DOMINION BANK 56.54   11.9 4.74 2.22 4.02
VALLEY NATIONAL BANCORP 11.17   11.5 0.97 0.44 4.01
CHEVRON 121.42   15.7 7.72 4.76 3.91
REGIONS FINANCIAL 16.25   10.1 1.61 0.62 3.87
REALTY INCOME 74.49   56.9 1.31 2.72 3.69
BB&T 52.79   13.1 4.04 1.80 3.51
CATERPILLAR 131.75   12.3 10.74 4.12 3.16
KIMBERLY-CLARK 133.58   25.8 5.18 4.12 3.14
FEDERAL REALTY INVESTMENT TRUST 135.76   40.4 3.36 4.20 3.00
COCA-COLA 55.11   33.6 1.64 1.60 2.94
PEPSICO 137.29   15.2 9.02 3.82 2.81
PORTLAND GENERAL ELECTRIC 55.76   24.9 2.24 1.54 2.79
JPMORGAN CHASE 117.91   12.0 9.79 3.60 2.74
T. ROWE PRICE GROUP 118.12   14.9 7.95 3.04 2.58
CYRUSONE 74.17   0.0 -0.69 2.00 2.53
BOEING 375.63   44.0 8.54 8.22 2.22
GENERAL DYNAMICS 189.41   16.8 11.25 4.08 2.17
WAL-MART STORES 116.92   26.3 4.44 2.12 1.83
BROWN-FORMAN 68.83   36.0 1.92 0.63 0.91
OWENS & MINOR 7.10   0.0 -4.79 0.01 0.12
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):
The Retiree's Dividend Portfolio - John's September Update: Complete Portfolio Overview
The Hottest High-Yield Sector This Fall
The Retiree's Dividend Portfolio - John's August Update: Portfolio Value Reaches A Record High
Dividend Challenger Highlights: Week Of September 22
Dividend Challenger Highlights: Week Of September 15
The Retiree's Dividend Portfolio - John's June Update: Why We Dropped Boeing
The Stunning Story Of Retail eREITs And Why Total Return Matters Even For Dividend Growth Investors - Part II
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

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