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John And Jane's October Dividend Increases And Income Tracker - Taxable Account

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
MESABI TRUST 28.82   8.6 3.37 0.84 12.11
MACQUARIE INFRASTRUCTURE 41.31   27.9 1.48 4.00 9.62
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
IRON MOUNTAIN 30.54   25.2 1.21 2.44 7.99
TRANSMONTAIGNE PARTNERS 40.99   24.2 1.69 0.00 7.86
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
ALTRIA GROUP 50.53   15.4 3.28 3.20 6.47
BP 39.23   13.3 2.94 2.44 6.21
AT&T 32.79   12.2 2.68 2.04 6.13
ENBRIDGE 35.83   22.2 1.61 2.20 6.08
EPR PROPERTIES 73.23   19.6 3.74 4.50 6.00
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
LTC PROPERTIES 47.42   12.2 3.89 2.28 4.85
EXXON MOBIL 74.99   17.3 4.34 3.48 4.61
SOUTHERN COMPANY 56.13   17.2 3.27 2.48 4.46
CARDINAL HEALTH 44.99   449.9 0.10 1.92 4.27
VERIZON COMM 57.21   14.7 3.88 2.41 4.20
LEGGETT PLATT 39.54   18.5 2.14 1.60 4.07
WASHINGTON TRUST BANCORP 51.18   12.8 4.00 2.04 4.00
REALTY INCOME 70.10   52.3 1.34 2.72 3.89
GENERAL MILLS 53.28   18.4 2.90 1.96 3.71
ARCHER-DANIELS-MIDLAND 40.25   13.8 2.91 1.40 3.47
OLD REPUBLIC INTERNATIONAL 23.17   9.0 2.59 0.80 3.45
EMERSON ELECTRIC 65.29   17.8 3.67 1.96 3.03
JM SMUCKER 115.89   25.6 4.53 3.40 2.94
CUMMINS 172.80   11.2 15.43 5.24 2.69
TEXAS INSTRUMENTS 117.26   21.3 5.51 3.08 2.63
JOHNSON CONTROLS 41.17   16.1 2.56 1.04 2.47
JOHNSON CONTROLS INTERNATIONAL 41.17   16.1 2.56 1.04 2.47
CLOROX 161.86   26.4 6.12 4.24 2.41
UNITED TECHNOLOGIES 131.30   20.2 6.49 2.94 2.21
HORMEL FOODS 41.79   22.8 1.83 0.84 2.04
APPLE 202.59   17.0 11.89 3.08 1.51
WESTLAKE CHEMICAL 68.15   11.4 5.97 1.00 1.44
SPECTRA ENERGY PARTNERS LP 35.40   0.0 0.00 0.00 0.00