Dividend-News

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John And Jane - January Taxable Account Update - Taking A Fresh Approach To Dividend Investing

Published Sun, 17 Feb 2019 20:06:05 -0500 on Seeking Alpha

My goal for the new year is to improve the format of my series so that it takes less time to write (it's about as manual of a process as it can get) and to create more tables that do a better job of balancing my articles that might seem a little too wordy for the average investor. After all, the goal is to write an article that aids the average investor in their quest for creating a dividend-based stock portfolio.
In this article, I will focus on the year-over-year (YoY) changes that have taken place in my clients' portfolio. This includes a January update that looks at what companies what companies are providing the most growth in the portfolio.
Client Background
John and Jane are two real people who asked me to help manage their retirement portfolios. It is important to understand that I am not a financial advisor and merely provide guidance for my clients' account based on a friendship that goes back several years. I call them my clients' for simplicity sake, but I do not charge them for what I do. The only request I made of them was that they allow me to anonymously write about them so that I can potentially help others who are wanting to achieve the same thing.
John retired in January of 2018 and is collecting social security along with other benefits while Jane is still working with aspirations of retiring in the next two years. John and Jane have done an excellent job heading into retirement because they currently have no debt or mandatory monthly obligations... Read more

Stock name Last trade   P/E Earnings/Share Dividend/Share Dividend yield
NEW RESIDENTIAL INVESTMENT 14.98   18.0 0.83 2.00 13.28
MACQUARIE INFRASTRUCTURE 39.63   34.2 1.16 4.00 10.04
ARBOR REALTY TRUST 12.77   9.1 1.40 1.16 9.21
WESTLAKE CHEMICAL PARTNERS LP 21.72   13.6 1.60 1.83 8.44
TANGER FACTORY OUTLET CENTERS 16.50   21.4 0.77 1.42 8.35
BUCKEYE PARTNERS LP 41.22   0.0 -0.63 3.00 7.29
IRON MOUNTAIN 34.14   28.4 1.20 2.44 7.29
ALTRIA GROUP 44.46   13.2 3.36 3.36 7.23
HELMERICH & PAYNE 40.76   0.0 -0.68 2.84 6.74
BP 37.67   14.3 2.64 2.44 6.45
EPR PROPERTIES 77.15   22.8 3.38 4.50 5.84
AT&T 38.38   16.1 2.38 2.04 5.43
SCHLUMBERGER 36.90   24.6 1.50 2.00 5.34
SIMON PROPERTY GROUP 155.27   20.8 7.48 8.40 5.21
EXXON MOBIL 71.98   17.3 4.15 3.48 4.83
WP CAREY & CO 88.72   31.4 2.83 4.14 4.73
LTC PROPERTIES 49.71   18.6 2.67 2.28 4.63
WASHINGTON TRUST BANCORP 50.06   12.6 3.98 2.04 4.22
SOUTHERN COMPANY 59.99   14.0 4.28 2.48 4.19
RYDER SYSTEM 53.25   8.8 6.03 2.24 4.15
VERIZON COMM 60.43   15.8 3.83 2.46 4.04
CARDINAL HEALTH 48.48   10.8 4.51 1.92 4.01
LEGGETT PLATT 42.18   19.6 2.15 1.60 3.82
REALTY INCOME 74.49   56.9 1.31 2.72 3.69
GENERAL MILLS 54.09   18.6 2.90 1.96 3.59
MESABI TRUST 24.73   7.3 3.37 0.84 3.57
OLD REPUBLIC INTERNATIONAL 22.80   9.2 2.48 0.80 3.57
ARCHER-DANIELS-MIDLAND 41.45   17.8 2.33 1.40 3.47
CUMMINS 165.05   10.1 16.38 5.24 3.20
EMERSON ELECTRIC 64.71   18.4 3.52 1.96 3.02
CLOROX 160.20   25.3 6.34 4.24 2.68
JOHNSON CONTROLS 44.30   6.7 6.57 1.04 2.42
JOHNSON CONTROLS INTERNATIONAL 44.30   6.7 6.57 1.04 2.42
TEXAS INSTRUMENTS 130.22   23.8 5.47 3.08 2.42
UNITED TECHNOLOGIES 137.46   22.4 6.13 2.94 2.20
AIR PRODUCTS & CHEMICALS 220.67   28.6 7.72 4.64 2.17
DOVER 99.67   24.4 4.08 1.96 2.02
HORMEL FOODS 44.00   24.3 1.81 0.84 1.92
APPLE 223.08   19.0 11.73 3.08 1.42