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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 15.72   0.0 -0.55 1.27 8.33
OMEGA HEALTHCARE INVESTORS 36.11   25.8 1.40 2.64 7.47
IRON MOUNTAIN 35.84   28.2 1.27 2.44 6.90
AT&T 30.79   10.7 2.87 2.04 6.36
MAIN STREET CAPITAL 38.52   13.7 2.81 2.40 6.26
PACWEST BANCORP 39.39   10.6 3.71 2.40 6.18
EPR PROPERTIES 77.92   23.8 3.27 4.50 5.90
ALTRIA GROUP 54.71   14.9 3.68 3.20 5.86
COVANTA HOLDING 17.42   15.2 1.15 1.00 5.78
VENTAS 59.52   52.7 1.13 3.17 5.49
BP 44.13   15.7 2.81 2.44 5.42
WP CAREY & CO 78.13   23.4 3.34 4.13 5.41
ROYAL DUTCH SHELL A 68.62   27.1 2.59 3.76 5.35
LTC PROPERTIES 44.47   11.4 3.89 2.28 5.27
UMPQUA 17.15   12.1 1.42 0.84 5.02
OCCIDENTAL PETROLEUM 62.00   11.5 5.39 3.12 4.95
DOMINION RESOURCES 76.29   20.4 3.73 3.67 4.91
LEXINGTON REALTY TRUST 9.15   10.0 0.92 0.41 4.62
HEALTHCARE TRUST OF AMERICA 27.63   27.4 1.01 1.24 4.59
VALLEY NATIONAL BANCORP 10.35   13.8 0.75 0.44 4.37
DUKE ENERGY 89.68   23.9 3.75 3.71 4.18
KINDER MORGAN 20.08   29.5 0.68 1.00 3.99
REALTY INCOME 69.92   55.5 1.26 2.71 3.99
TORONTO-DOMINION BANK 55.48   12.0 4.64 2.22 3.92
CHEVRON 118.28   15.3 7.74 4.76 3.90
REGIONS FINANCIAL 15.38   9.9 1.56 0.56 3.67
COCA-COLA 47.98   30.6 1.57 1.60 3.38
BB&T 49.84   12.6 3.94 1.62 3.29
CYRUSONE 56.39   704.9 0.08 1.84 3.28
KIMBERLY-CLARK 124.40   24.5 5.08 4.12 3.16
FEDERAL REALTY INVESTMENT TRUST 133.12   41.9 3.18 4.08 3.15
PEPSICO 126.92   14.3 8.86 3.71 2.93
PORTLAND GENERAL ELECTRIC 51.19   21.6 2.37 1.45 2.90
T. ROWE PRICE GROUP 109.76   15.1 7.25 3.04 2.85
JPMORGAN CHASE 113.55   12.3 9.26 3.20 2.82
CATERPILLAR 137.73   13.5 10.22 3.44 2.42
GENERAL DYNAMICS 180.73   16.2 11.19 4.08 2.30
BOEING 375.46   21.0 17.88 8.22 2.19
WAL-MART STORES 103.53   45.4 2.28 2.12 2.07
BROWN-FORMAN 68.83   36.0 1.92 0.63 0.91
OWENS & MINOR 3.40   0.0 -7.32 0.01 0.29
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 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 September 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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