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The Retirees' Dividend Portfolio - John And Jane's March Taxable Account Update - Tax Season

Published Thu, 11 Apr 2019 12:48:33 -0400 on Seeking Alpha

Is it just me, or does everybody love Tax Season?
I can think nothing I love more than searching for useless pieces of paper that help the government interpret how much money I owe. Nonetheless, taxes are a necessary evil and I'll consider it a reasonable price for the privilege of living in such a wonderful country.
Now that I put my two cents in, this is the time of year where John and Jane get to interpret the impact of their income, investments, and any other taxable events for the year. Fortunately for them, I take taxes quite seriously because poor stewardship/planning can result in major taxable events that can really leave an individual with a bad taste in their mouth. For example, when both John and Jane were working, they reached a point where they could no longer contribute to their Roth IRAs because they made more than the contribution limits allowed. At the same time, John and Jane's financial advisor failed to let them know that they could still contribute to their traditional IRAs. In failing to do this, John and Jane missed two full years of potential contributions that could've at least lowered/reduced their taxable liability.
2018 was a year full of changes as we converted John and Jane's Taxable Portfolio from the mutual fund-based portfolio to one that is more focused on dividend stocks, floating rate loans/debt securities, and fixed income investments primarily consisting of certificates of deposit (CDs). The capital gains associated with these mutual... 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

NEW RESIDENTIAL INVESTMENT - NRZ
NEW RESIDENTIAL INVESTMENT - NRZ  


Older articles featuring New Residential Investment (NRZ):
Dividend Cuts And Overdue Rent: REIT Earnings Recap
REITs Rally Despite Mounting Dividend Cuts
5%+ Dividend Yield Portfolio: Bracing For The Retest (April 2020 Review)
Helicopter Fed: Attractive mREITs, Bond CEFs, Huge Yields, Discounted Prices
The Retirees' Dividend Portfolio: John And Jane's March Taxable Account Update
5%+ Dividend Yield Portfolio: Buying When Things Go On Sale (Mar 2020 Review)
Opportunities In The Remaining High-Yield 2x Leveraged ETNs
99 Dividend Dog 10%+Yields At $5-$15 Prices For March
Annaly Capital's BV, Dividend, And Valuation Versus 20 mREIT Peers (Post Q4 2019 Earnings - Attractive Valuation)
50 Top U.S. REITs By Gains And Yield By March Broker Targets

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