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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 15.50   0.0 -0.55 1.27 8.20
LEXINGTON REALTY TRUST 9.13   9.9 0.92 0.41 7.78
IRON MOUNTAIN 35.17   27.7 1.27 2.44 6.96
PACWEST BANCORP 35.86   9.6 3.72 2.40 6.73
AT&T 30.77   10.7 2.87 2.04 6.57
MAIN STREET CAPITAL 37.41   13.3 2.81 2.40 6.45
COVANTA HOLDING 17.05   14.8 1.15 1.00 5.95
EPR PROPERTIES 76.39   23.4 3.27 4.50 5.92
ALTRIA GROUP 56.55   15.4 3.68 3.20 5.72
BP 43.53   15.5 2.81 2.44 5.55
ROYAL DUTCH SHELL A 68.62   27.1 2.59 3.76 5.35
WP CAREY & CO 77.93   23.3 3.34 4.13 5.30
UMPQUA 16.05   11.2 1.43 0.84 5.25
LTC PROPERTIES 45.52   11.7 3.89 2.28 5.06
VENTAS 64.70   57.3 1.13 3.17 4.94
DOMINION RESOURCES 75.94   20.4 3.73 3.67 4.86
OCCIDENTAL PETROLEUM 65.13   12.1 5.39 3.12 4.78
VALLEY NATIONAL BANCORP 9.36   12.5 0.75 0.44 4.70
HEALTHCARE TRUST OF AMERICA 28.57   28.3 1.01 1.24 4.38
REGIONS FINANCIAL 13.53   8.8 1.54 0.56 4.14
DUKE ENERGY 90.77   24.2 3.75 3.71 4.09
KINDER MORGAN 20.13   30.5 0.66 0.80 4.02
CHEVRON 122.89   15.9 7.74 4.76 3.87
REALTY INCOME 73.25   58.1 1.26 2.71 3.73
BB&T 44.87   11.5 3.91 1.62 3.59
TORONTO-DOMINION BANK 55.11   11.9 4.64 2.25 3.57
CYRUSONE 51.70   646.2 0.08 1.84 3.53
COCA-COLA 46.03   30.7 1.50 1.60 3.48
JPMORGAN CHASE 98.93   11.0 8.98 3.20 3.21
T. ROWE PRICE GROUP 98.22   13.6 7.25 3.04 3.08
PEPSICO 120.85   13.7 8.80 3.71 3.07
FEDERAL REALTY INVESTMENT TRUST 135.19   42.5 3.18 4.08 3.03
PORTLAND GENERAL ELECTRIC 52.07   22.0 2.37 1.45 2.80
CATERPILLAR 131.38   12.9 10.22 3.44 2.65
BOEING 370.46   20.7 17.88 8.22 2.27
GENERAL DYNAMICS 166.62   14.9 11.19 4.08 2.24
BANK OF AMERICA 26.84   10.3 2.61 0.60 2.22
BROWN-FORMAN 68.83   36.0 1.92 0.63 0.91
OWENS & MINOR 4.26   0.0 -7.32 0.01 0.23
SCANA 47.78   0.0 0.00 0.00 0.00

KITE REALTY GROUP TRUST - KRG
KITE REALTY GROUP TRUST - KRG  


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