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My 4% Dividend Yield Portfolio: Q1'19 Summary And Plans For The Coming Months

Published Wed, 27 Mar 2019 21:00:31 -0400 on Seeking Alpha

Another quarter has passed and it is time to summarize the status of my portfolio.
Market overview: The summary of the fourth quarter took place around Christmas day, hence it was at the peak of the December selloff. This summary is coming after a massive correction in the markets, and it was not only a rally in the Equity markets but also in the long-term Bonds market.
Here is a chart of the iShares 20+ Year Treasury Bond ETF (TLT) which gained a massive momentum since December as the yield curve assumingly got flattened.
It is not clear yet what the bond market signals. Yields of long-term bonds had definitely gone down as massive amounts of money moved to bonds and the 10-years treasury yield is lower than the 3-months yield. But I tend to see the short-term yield as being driven by the Fed’s policy while the long-term yield is being driven by supply and demand.
The concerns about the flattening yield curve got people to recall the time period of late 2006-early 2007 when the 3-months treasury yield was higher than the 10-years' yield.
When looking at the chart that compares the two yield curves it is pretty clear that we are not in a similar situation. Back then, the inverted yield curves phenomena took place during a time period of constant interest rate hikes and the inversion took place in July 2006, when the short-term interest rate got to its peak at 5.25 percent. This situation of inverted yields was held for more than 200 straight days. It is very... Read more

Stock name Last trade   P/E Earnings/Share Dividend/Share Dividend yield
TANGER FACTORY OUTLET CENTERS 16.50   21.4 0.77 1.42 8.35
SABRA HEALTHCARE REIT 22.49   204.4 0.11 1.80 8.28
BHP BILLITON PLC 44.50   0.0 0.00 3.12 7.08
OMEGA HEALTHCARE INVESTORS 41.16   32.4 1.27 2.64 6.57
ENBRIDGE 34.70   19.7 1.76 2.21 6.38
PHILIP MORRIS INTERNATIONAL 74.90   14.9 5.03 4.68 6.12
MAIN STREET CAPITAL 43.18   16.8 2.57 2.46 5.69
AT&T 38.38   16.1 2.38 2.04 5.43
NATIONAL HEALTH INVESTORS 82.87   23.1 3.59 4.20 5.14
VENTAS 71.17   51.6 1.38 3.17 4.41
HCP 34.61   17.0 2.04 1.48 4.27
SOUTHERN COMPANY 59.99   14.0 4.28 2.48 4.19
CHEVRON 121.42   15.7 7.72 4.76 3.91
REALTY INCOME 74.49   56.9 1.31 2.72 3.69
EATON 87.30   17.0 5.14 2.84 3.27
CUMMINS 165.05   10.1 16.38 5.24 3.20
CRACKER BARREL OLD COUNTRY STORE 162.02   17.8 9.12 5.20 3.15
UNILEVER 61.67   0.0 0.00 1.77 2.95
JOHNSON & JOHNSON 130.43   21.6 6.03 3.80 2.93
WISCONSIN ENERGY 91.55   26.5 3.46 2.36 2.61
CYRUSONE 74.17   0.0 -0.69 2.00 2.53
HORMEL FOODS 44.00   24.3 1.81 0.84 1.92

TANGER FACTORY OUTLET CENTERS - SKT
TANGER FACTORY OUTLET CENTERS - SKT  


Older articles featuring Tanger Factory Outlet Centers (SKT):
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My Dividend Growth Portfolio 2019 Review: 36 Holdings, 3 Buys, 1 Sell, 3.61% Yield, $10,000 In Dividends
5%+ Dividend Yield Portfolio: Is Strong Good Enough? (Dec 2019 Review)
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