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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 14.73   0.0 -0.27 1.27 8.71
IRON MOUNTAIN 31.65   26.4 1.20 2.44 7.79
PACWEST BANCORP 33.14   8.6 3.86 2.40 7.21
ALTRIA GROUP 46.41   13.8 3.36 3.20 6.92
OCCIDENTAL PETROLEUM 44.70   8.8 5.05 3.16 6.89
OMEGA HEALTHCARE INVESTORS 40.18   31.6 1.27 2.64 6.74
BP 36.21   13.7 2.64 2.44 6.64
EPR PROPERTIES 76.08   22.5 3.38 4.50 5.96
COVANTA HOLDING 16.42   0.0 -0.27 1.00 5.88
AT&T 34.82   14.6 2.38 2.04 5.80
MAIN STREET CAPITAL 43.61   17.0 2.57 2.46 5.66
ROYAL DUTCH SHELL A 68.62   27.1 2.59 3.76 5.35
UMPQUA 15.26   9.4 1.62 0.84 5.31
KINDER MORGAN 20.20   20.4 0.99 1.00 4.97
DOMINION RESOURCES 75.94   52.0 1.46 3.67 4.77
WP CAREY & CO 88.66   31.3 2.83 4.14 4.68
LTC PROPERTIES 49.54   18.6 2.67 2.28 4.65
HEALTHCARE TRUST OF AMERICA 28.17   27.4 1.03 1.26 4.43
VENTAS 72.66   52.6 1.38 3.17 4.37
VALLEY NATIONAL BANCORP 10.47   10.8 0.97 0.44 4.26
TORONTO-DOMINION BANK 54.59   11.6 4.71 2.26 4.18
DUKE ENERGY 90.74   20.1 4.52 3.78 4.14
CHEVRON 115.18   14.9 7.72 4.76 4.04
REGIONS FINANCIAL 14.25   8.8 1.61 0.62 4.00
LEXINGTON REALTY TRUST 10.57   8.8 1.20 0.41 3.90
BB&T 45.25   11.2 4.04 1.80 3.89
REALTY INCOME 73.07   55.8 1.31 2.72 3.75
CATERPILLAR 114.06   10.6 10.74 4.12 3.50
FEDERAL REALTY INVESTMENT TRUST 130.68   38.9 3.36 4.20 3.13
JPMORGAN CHASE 108.72   11.1 9.79 3.60 2.98
COCA-COLA 53.74   32.8 1.64 1.60 2.96
KIMBERLY-CLARK 141.78   27.4 5.18 4.12 2.94
PEPSICO 132.66   14.7 9.02 3.82 2.89
T. ROWE PRICE GROUP 105.61   13.3 7.95 3.04 2.79
PORTLAND GENERAL ELECTRIC 56.65   25.3 2.24 1.54 2.75
CYRUSONE 69.59   0.0 -0.69 2.00 2.65
BOEING 356.01   41.7 8.54 8.22 2.42
GENERAL DYNAMICS 187.55   16.7 11.25 4.08 2.18
WAL-MART STORES 111.91   25.2 4.44 2.12 1.89
BROWN-FORMAN 68.83   36.0 1.92 0.63 0.91
OWENS & MINOR 4.82   0.0 -4.79 0.01 0.20
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 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
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

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