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 15.28   10.8 1.42 2.00 12.94
MESABI TRUST 29.16   8.6 3.37 0.84 12.20
MACQUARIE INFRASTRUCTURE 41.26   27.9 1.48 4.00 9.54
ARBOR REALTY TRUST 12.15   9.1 1.34 1.12 9.07
TANGER FACTORY OUTLET CENTERS 16.39   19.1 0.86 1.42 8.61
IRON MOUNTAIN 30.15   24.9 1.21 2.44 8.04
WESTLAKE CHEMICAL PARTNERS LP 23.85   14.8 1.61 1.78 7.48
BUCKEYE PARTNERS LP 41.31   0.0 -0.62 3.00 7.23
ALTRIA GROUP 49.45   15.1 3.28 3.20 6.46
AT&T 33.26   12.4 2.68 2.04 6.05
BP 39.28   13.4 2.94 2.44 6.00
EPR PROPERTIES 74.99   20.0 3.74 4.50 5.96
HELMERICH & PAYNE 50.04   75.8 0.66 2.84 5.54
SIMON PROPERTY GROUP 160.14   20.9 7.65 8.20 5.04
SCHLUMBERGER 38.63   26.5 1.46 2.00 4.94
WP CAREY & CO 84.82   26.9 3.15 4.14 4.87
LTC PROPERTIES 47.04   12.1 3.89 2.28 4.85
EXXON MOBIL 75.48   17.4 4.34 3.48 4.51
SOUTHERN COMPANY 55.79   17.1 3.27 2.48 4.42
VERIZON COMM 57.22   14.8 3.88 2.41 4.19
LEGGETT PLATT 39.27   18.4 2.14 1.60 4.14
CARDINAL HEALTH 45.07   450.7 0.10 1.92 4.05
WASHINGTON TRUST BANCORP 50.98   12.7 4.00 2.04 3.93
REALTY INCOME 69.92   52.2 1.34 2.72 3.86
RYDER SYSTEM 57.43   10.6 5.40 2.24 3.81
GENERAL MILLS 53.05   18.3 2.90 1.96 3.69
OLD REPUBLIC INTERNATIONAL 22.93   8.8 2.59 0.80 3.48
ARCHER-DANIELS-MIDLAND 40.31   13.8 2.91 1.40 3.35
EMERSON ELECTRIC 64.67   17.6 3.67 1.96 2.98
CUMMINS 169.29   11.0 15.43 5.24 2.66
TEXAS INSTRUMENTS 117.18   21.3 5.51 3.08 2.57
JOHNSON CONTROLS 41.06   16.0 2.56 1.04 2.49
JOHNSON CONTROLS INTERNATIONAL 41.06   16.0 2.56 1.04 2.49
CLOROX 159.58   26.1 6.12 4.24 2.42
UNITED TECHNOLOGIES 130.10   20.0 6.49 2.94 2.21
AIR PRODUCTS & CHEMICALS 226.43   29.5 7.67 4.64 2.04
HORMEL FOODS 41.20   22.5 1.83 0.84 2.04
DOVER 95.46   26.2 3.64 1.92 1.93
APPLE 203.35   17.1 11.89 3.08 1.50