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John's November Retirement Accounts - The Dividend Growth Investor Vs. Bear Market

Published Wed, 26 Dec 2018 14:19:01 -0500 on Seeking Alpha

Investment Thesis
The story of David Vs. Goliath is one of the most well-known parables to come from the Bible and the lessons from it transcend language and culture barriers across the world. In the end, it was David's agility and precision that helped him overcome Goliath.
It would be difficult to fault an investor for feeling like they are up against Goliath at the moment, after all, there are a number of macroeconomic events that are all converging at once that have contributed to the rapid fall of the Dow, S&P 500, and the Nasdaq Composite.
^DJI data by YCharts
Like David, we have taken the last year to fortify John's account against such volatility. While the principal balance is down, the potential for income remains the same as we have seen little reason to be concerned with the positions in John's portfolio. In a sense, John's slingshot is the sturdy nature of his portfolio and the income it generates.
Background
John is an investor who has been retired for nearly one year and depends on his retirement accounts to provide the additional funds he needs to live the lifestyle he wants in retirement. All of the funds in these accounts come from saving money from his own paycheck over the last 35+ years since his employer did not offer a 401k or similar option.
The plan is to create a conservative dividend growth portfolio for John that will provide him with a dependable stream of income that comes from dividends and... Read more

Stock name Last trade   P/E Earnings/Share Dividend/Share Dividend yield
KITE REALTY GROUP TRUST 15.49   0.0 -0.27 1.27 8.22
IRON MOUNTAIN 30.54   25.2 1.21 2.44 7.99
ALTRIA GROUP 50.53   15.4 3.28 3.20 6.47
PACWEST BANCORP 37.63   9.8 3.86 2.40 6.46
BP 39.23   13.3 2.94 2.44 6.21
AT&T 32.79   12.2 2.68 2.04 6.13
OCCIDENTAL PETROLEUM 51.01   9.6 5.31 3.16 6.11
EPR PROPERTIES 73.23   19.6 3.74 4.50 6.00
MAIN STREET CAPITAL 41.95   14.5 2.89 2.46 5.81
COVANTA HOLDING 17.54   0.0 -0.35 1.00 5.64
ROYAL DUTCH SHELL A 68.62   27.1 2.59 3.76 5.35
UMPQUA 16.80   10.4 1.62 0.84 5.09
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
KINDER MORGAN 20.42   20.6 0.99 1.00 4.78
DOMINION RESOURCES 76.85   36.6 2.10 3.67 4.74
VENTAS 68.90   54.7 1.26 3.17 4.65
HEALTHCARE TRUST OF AMERICA 27.89   27.3 1.02 1.24 4.46
LEXINGTON REALTY TRUST 9.64   8.8 1.10 0.41 4.27
DUKE ENERGY 88.45   21.5 4.11 3.78 4.16
VALLEY NATIONAL BANCORP 10.64   11.1 0.96 0.44 4.08
REALTY INCOME 70.10   52.3 1.34 2.72 3.89
TORONTO-DOMINION BANK 59.09   12.6 4.71 2.26 3.85
CHEVRON 125.04   17.3 7.23 4.76 3.83
REGIONS FINANCIAL 14.79   9.5 1.56 0.56 3.75
BB&T 50.65   12.5 4.04 1.62 3.26
CYRUSONE 58.21   129.4 0.45 1.84 3.13
FEDERAL REALTY INVESTMENT TRUST 130.32   41.4 3.15 4.08 3.11
COCA-COLA 51.39   32.7 1.57 1.60 3.07
PEPSICO 132.88   14.7 9.02 3.82 2.86
T. ROWE PRICE GROUP 108.47   14.3 7.57 3.04 2.79
JPMORGAN CHASE 114.67   11.7 9.79 3.60 2.78
PORTLAND GENERAL ELECTRIC 55.72   22.6 2.47 1.54 2.78
CATERPILLAR 136.23   12.7 10.73 4.12 2.53
BOEING 377.36   21.6 17.48 8.22 2.22
GENERAL DYNAMICS 183.18   16.5 11.10 4.08 2.18
BANK OF AMERICA 29.40   10.5 2.80 0.60 2.06
BROWN-FORMAN 68.83   36.0 1.92 0.63 0.91
OWENS & MINOR 2.64   0.0 -7.68 0.01 0.33
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):
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
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