Published Wed, 12 Dec 2018 08:18:41 -0500 on Seeking Alpha
Investment Thesis This article marks the 13th month that I've been keeping track of John and Jane's Taxable portfolio. While this is the 13th month since I started managing the portfolio, it is only the 11th month of the 2018 calendar year, so we still have one more month before we can get an accurate snapshot of how this method has worked in 2018 (dividend payments in 2017 were light largely because we were transitioning the portfolio from mutual funds to individual stocks).
For those unfamiliar with the series, John and Jane are two real people who I have decided to help manage their retirement portfolios. John is already retired and collecting social security along with other benefits while Jane is still working with aspirations of retiring in the next few years. Because of these retirees' current life goals we are focusing on creating a portfolio of stocks that will provide a steady stream of growing dividend income that will supplement their income during retirement.
By doing this, it is our intent that John and Jane will never need to sell any shares from their Taxable portfolio (unless they want to) because the income generated will prevent them from needing to sell shares as a means of "funding their retirement."
Although this may sound repetitive, I would like to include a disclaimer that this article is based on an actual portfolio for clients of mine. The goal is to build a portfolio of dividend-paying stocks, bonds, etc., that will... Read more
|Stock name||Last trade||P/E||Earnings/Share||Dividend/Share||Dividend yield|
|NEW RESIDENTIAL INVESTMENT||15.04||10.6||1.42||2.00||13.01|
|ARBOR REALTY TRUST||12.11||9.0||1.34||1.12||9.22|
|TANGER FACTORY OUTLET CENTERS||16.26||18.9||0.86||1.42||8.57|
|WESTLAKE CHEMICAL PARTNERS LP||23.91||14.8||1.61||1.78||7.47|
|BUCKEYE PARTNERS LP||41.35||0.0||-0.62||3.00||7.26|
|HELMERICH & PAYNE||50.62||76.7||0.66||2.84||5.61|
|SIMON PROPERTY GROUP||159.39||20.8||7.65||8.20||5.06|
|WP CAREY & CO||84.92||27.0||3.15||4.14||4.89|
|WASHINGTON TRUST BANCORP||51.18||12.8||4.00||2.04||4.00|
|OLD REPUBLIC INTERNATIONAL||23.17||9.0||2.59||0.80||3.45|
|JOHNSON CONTROLS INTERNATIONAL||41.17||16.1||2.56||1.04||2.47|
|SPECTRA ENERGY PARTNERS LP||35.40||0.0||0.00||0.00||0.00|
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