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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
MESABI TRUST 30.20   0.0 0.00 3.56 17.94
NEW RESIDENTIAL INVESTMENT 16.87   5.9 2.86 2.00 12.03
MACQUARIE INFRASTRUCTURE 40.57   25.8 1.57 4.00 9.83
BUCKEYE PARTNERS LP 33.55   0.0 -0.40 3.00 8.93
ARBOR REALTY TRUST 13.90   9.3 1.50 1.08 7.94
TRANSMONTAIGNE PARTNERS 40.99   24.2 1.69 0.00 7.86
WESTLAKE CHEMICAL PARTNERS LP 22.63   15.0 1.51 1.73 7.64
TANGER FACTORY OUTLET CENTERS 19.06   43.3 0.44 1.42 7.57
IRON MOUNTAIN 35.84   28.2 1.27 2.44 6.90
AT&T 30.79   10.7 2.87 2.04 6.36
ENBRIDGE 37.83   32.6 1.16 2.22 5.95
EPR PROPERTIES 77.92   23.8 3.27 4.50 5.90
ALTRIA GROUP 54.71   14.9 3.68 3.20 5.86
BP 44.13   15.7 2.81 2.44 5.42
WP CAREY & CO 78.13   23.4 3.34 4.13 5.41
LTC PROPERTIES 44.47   11.4 3.89 2.28 5.27
SIMON PROPERTY GROUP 178.15   22.6 7.87 8.20 4.72
SOUTHERN COMPANY 52.23   23.8 2.19 2.48 4.62
HELMERICH & PAYNE 60.90   0.0 -0.01 2.84 4.40
CARDINAL HEALTH 46.58   0.0 -0.08 1.91 4.21
VERIZON COMM 57.08   14.7 3.88 2.41 4.13
REALTY INCOME 69.92   55.5 1.26 2.71 3.99
EXXON MOBIL 81.76   16.8 4.88 3.28 3.96
OLD REPUBLIC INTERNATIONAL 21.20   17.2 1.23 0.80 3.83
GENERAL MILLS 50.68   19.9 2.55 1.96 3.79
WASHINGTON TRUST BANCORP 50.94   12.7 4.00 1.88 3.74
LEGGETT PLATT 42.90   19.0 2.26 1.52 3.55
ARCHER-DANIELS-MIDLAND 42.78   13.4 3.20 1.40 3.28
JOHNSON CONTROLS 37.10   15.1 2.46 1.04 2.84
JOHNSON CONTROLS INTERNATIONAL 37.10   15.1 2.46 1.04 2.84
JM SMUCKER 122.36   22.1 5.54 3.40 2.80
CUMMINS 166.17   12.6 13.19 4.56 2.75
EMERSON ELECTRIC 72.53   20.2 3.59 1.96 2.69
TEXAS INSTRUMENTS 118.43   21.5 5.51 3.08 2.68
CLOROX 154.22   25.5 6.05 3.84 2.49
UNITED TECHNOLOGIES 139.59   21.5 6.49 2.94 2.15
HORMEL FOODS 39.81   22.8 1.75 0.84 2.08
APPLE 207.16   17.0 12.16 2.92 1.43
WESTLAKE CHEMICAL 73.72   9.7 7.62 1.00 1.34
SPECTRA ENERGY PARTNERS LP 35.40   0.0 0.00 0.00 0.00