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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
OWENS & MINOR 6.94   0.0 -2.57 0.30 14.63
LEXINGTON REALTY TRUST 8.61   9.2 0.94 0.71 8.16
KITE REALTY GROUP TRUST 16.01   0.0 -0.15 1.27 7.67
OMEGA HEALTHCARE INVESTORS 37.19   26.6 1.40 2.64 7.08
PACWEST BANCORP 33.93   9.8 3.45 2.40 6.85
IRON MOUNTAIN 34.95   43.7 0.80 2.44 6.82
AT&T 31.24   5.9 5.29 2.00 6.57
COVANTA HOLDING 15.68   7.5 2.09 1.00 6.46
BP 39.29   15.2 2.59 2.44 6.24
MAIN STREET CAPITAL 37.44   10.1 3.70 2.34 6.23
EPR PROPERTIES 69.75   20.8 3.36 4.32 6.14
ALTRIA GROUP 53.92   9.6 5.62 3.20 5.93
WP CAREY & CO 70.53   26.1 2.70 4.12 5.81
ROYAL DUTCH SHELL A 68.62   27.1 2.59 3.76 5.35
LTC PROPERTIES 44.05   12.2 3.62 2.28 5.18
KINDER MORGAN 16.23   0.0 -0.02 0.80 4.99
VENTAS 62.40   30.4 2.05 3.17 4.87
UMPQUA 17.55   12.1 1.45 0.84 4.71
OCCIDENTAL PETROLEUM 64.44   12.6 5.11 3.12 4.69
VALLEY NATIONAL BANCORP 9.82   15.8 0.62 0.44 4.52
HEALTHCARE TRUST OF AMERICA 27.42   24.0 1.14 1.24 4.39
DOMINION RESOURCES 76.05   15.2 5.01 3.34 4.38
DUKE ENERGY 90.90   22.2 4.10 3.71 4.09
REALTY INCOME 66.30   55.7 1.19 2.65 4.01
TORONTO-DOMINION BANK 52.22   11.2 4.67 2.02 4.00
REGIONS FINANCIAL 14.26   9.9 1.44 0.56 3.89
CHEVRON 115.94   15.6 7.43 4.48 3.88
KIMBERLY-CLARK 113.69   24.7 4.60 4.00 3.52
BB&T 48.14   13.0 3.71 1.62 3.35
JPMORGAN CHASE 101.12   12.5 8.07 3.20 3.19
COCA-COLA 49.09   75.5 0.65 1.56 3.15
PEPSICO 115.82   33.4 3.47 3.71 3.15
CYRUSONE 59.17   53.3 1.11 1.84 3.14
FEDERAL REALTY INVESTMENT TRUST 132.80   42.3 3.14 4.08 3.04
T. ROWE PRICE GROUP 93.26   12.9 7.21 2.80 3.04
PORTLAND GENERAL ELECTRIC 49.43   21.5 2.30 1.45 2.92
CATERPILLAR 125.90   20.1 6.26 3.44 2.79
WAL-MART STORES 92.96   53.4 1.74 2.08 2.22
GENERAL DYNAMICS 167.38   16.4 10.22 3.72 2.15
BOEING 325.47   19.0 17.13 6.84 2.12
SCANA 47.96   0.0 -1.40 0.50 1.05
BROWN-FORMAN 68.83   36.0 1.92 0.63 0.91

OWENS & MINOR - OMI
OWENS & MINOR - OMI  


Older articles featuring Owens & Minor (OMI):
Healthcare Yields Of 3% To 4.8% From Top 10 WallStars In November
John's September Dividend Increases And Income Tracker - Retirement Accounts
John's August Dividend Increases And Income Tracker - Retirement Accounts
PII Dividend Growth Portfolio - 66 Holdings
John's July Dividend Increases And Income Tracker - Retirement Accounts
5 Seriously Undervalued Dividend Stocks To Buy Today
5 High-Yield Stocks With Sustainable Payout Ratios To Buy Today
John's April Dividend Income Tracker - Retirement Accounts
Dividend Fund: First-Quarter Review
While Most Dividend Growth Stocks Remain Too Expensive, Here Are 50 That Are Not - Part 1 Of 5

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