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
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
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
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
SCHLUMBERGER 44.24   30.3 1.46 2.00 4.36
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
RYDER SYSTEM 67.19   13.0 5.17 2.16 3.29
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
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
AIR PRODUCTS & CHEMICALS 199.42   26.0 7.66 4.64 2.36
UNITED TECHNOLOGIES 139.59   21.5 6.49 2.94 2.15
HORMEL FOODS 39.81   22.8 1.75 0.84 2.08
DOVER 97.26   26.7 3.64 1.92 1.99
APPLE 207.16   17.0 12.16 2.92 1.43