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The Retiree's Dividend Portfolio - John's May Update: Selling Kimco Preferred Series L For Better Opportunities

Published Tue, 30 Jun 2020 08:21:51 -0400 on Seeking Alpha

Seeking AlphaRetirementThe Retiree's Dividend Portfolio - John's May Update: Selling Kimco Preferred Series L For Better OpportunitiesJun. 30, 2020 8:21 AM ET|| Includes: ABBV, APLE, BAC, BAC.PA, BAC.PB, BAC.PC, BAC.PE, BAC.PK, BAC.PL, BAC.PM, BAC.PN, BACRP, BME, BML.PG, BML.PH, BML.PJ, BML.PL, BP, BPAQF, BRX, CDUAF, CDUTF, CDUUF, CLDT, CNAUF, CNUTF, CONE, CVS, CVX, D, DLR, DLR.PC, DLR.PG, DLR.PI, DLR.PJ, DLR.PK, DLR.PL, DRUA, DUK, DUK.PA, DUKB, DUKH, EAFAX, EPR, EPR.PC, EPR.PE, EPR.PG, EV, GD, HTA, IRM, JNJ, JPM, JPM.PC, JPM.PD, JPM.PG, JPM.PH, JPS, KIM, KIM.PL, KIM.PM, KMI, KRG, LTC, LVS, MAIN, MO, O, OMI, OXY, OZK, PACW, PEP, PFE, PFF, PK, PONAX, RF, RF.PA, RF.PB, RF.PC, RPT, RPT.PD, SCE.PB, SCE.PC, SCE.PD, SCE.PE, STAG, STAG.PC, T, T.PA, TBB, TBC, TD, TORDF, TROW, UMPQ, UTF, VER, VER.PF, VLO, VLY, VLYPO, VLYPP, VTR, WBA, WPC, WRKby: Matthew UteschMatthew Utesch Dividend investing, dividend growth investing, long only, REITsSummaryJohn's retirement accounts generated a total of $1,064.77 of dividend income for May 2020 vs. $1,115.93 of dividend income for May of 2019.
John's Traditional IRA had a balance of $241,715.44 as of May 31st, 2020 vs. $254,523.78 on May 31st, 2019. The estimated annualized yield is 5.25%.
John's Roth IRA had a balance of $141,864.87 as of May 31st, 2020 vs. $167,652.07 on May 31st, 2019. The estimated annualized yield is 5.85%.
A total of two companies paid an increased dividend or issued a special dividend during the month of May.
A total of two companies suspended or decreased their dividend that was payable during the month of May.
Although this article covers the results for the month of May, I did want to discuss a trade made during the month of June where we sold shares of Kimco (KIM.PL) Preferred Series L. As much as I would like to take credit for the timing of selling this holding I can honestly say it was lucky timing that we decided to sell it when we did.

Source: Charles Schwab
This sale... Read more

Stock name Last trade   P/E Earnings/Share Dividend/Share Dividend yield
KITE REALTY GROUP TRUST 15.92   0.0 -0.27 1.27 8.07
IRON MOUNTAIN 34.14   28.4 1.20 2.44 7.29
ALTRIA GROUP 44.46   13.2 3.36 3.36 7.23
OCCIDENTAL PETROLEUM 45.40   9.0 5.05 3.16 6.81
RAMCO-GERSHENSON PROPERTIES TRUST 13.49   89.9 0.15 0.88 6.66
PACWEST BANCORP 38.27   9.9 3.86 2.40 6.49
BP 37.67   14.3 2.64 2.44 6.45
ABBVIE 70.83   26.0 2.72 4.28 6.28
BLACKROCK HEALTH SCIENCES TRUST 38.18   0.0 0.00 0.00 6.26
EPR PROPERTIES 77.15   22.8 3.38 4.50 5.84
MAIN STREET CAPITAL 43.18   16.8 2.57 2.46 5.69
BRIXMOR PROPERTY GROUP 19.68   16.5 1.19 1.12 5.68
ISHARES S&P US PREFERRED STOCK INDEX FUND 37.21   0.0 0.00 2.08 5.60
KIMCO REALTY 20.39   25.5 0.80 1.12 5.57
AT&T 38.38   16.1 2.38 2.04 5.43
LAS VEGAS SANDS 60.15   24.1 2.50 3.08 5.22
KINDER MORGAN 20.42   20.6 0.99 1.00 4.94
STAG INDUSTRIAL 29.50   47.6 0.62 1.43 4.93
DOMINION RESOURCES 78.54   53.8 1.46 3.67 4.77
LTC PROPERTIES 49.71   18.6 2.67 2.28 4.63
HEALTHCARE TRUST OF AMERICA 28.29   27.5 1.03 1.26 4.45
DUKE ENERGY 94.96   21.0 4.52 3.78 4.02
TORONTO-DOMINION BANK 56.54   11.9 4.74 2.22 4.02
CHEVRON 121.42   15.7 7.72 4.76 3.91
REGIONS FINANCIAL 16.25   10.1 1.61 0.62 3.87
PFIZER 37.28   17.0 2.19 1.44 3.85
REALTY INCOME 74.49   56.9 1.31 2.72 3.69
DIGITAL REALTY 126.53   116.1 1.09 4.32 3.38
CVS CAREMARK 63.90   17.9 3.57 2.00 3.14
EATON VANCE 46.61   13.7 3.41 1.40 3.09
JOHNSON & JOHNSON 130.43   21.6 6.03 3.80 2.93
PEPSICO 137.29   15.2 9.02 3.82 2.81
JPMORGAN CHASE 117.91   12.0 9.79 3.60 2.74
T. ROWE PRICE GROUP 118.12   14.9 7.95 3.04 2.58
CYRUSONE 74.17   0.0 -0.69 2.00 2.53
BANK OF AMERICA 29.67   10.6 2.80 0.72 2.45
GENERAL DYNAMICS 189.41   16.8 11.25 4.08 2.17
OWENS & MINOR 7.10   0.0 -4.79 0.01 0.12

KITE REALTY GROUP TRUST - KRG
KITE REALTY GROUP TRUST - KRG  


Older articles featuring Kite Realty Group Trust (KRG):
Dividends By The Numbers In June 2020 And 2020-Q2
REITs Hit By 'Second Wave' Of Dividend Cuts
The Retiree's Dividend Portfolio - John's April Update: The Impact Of Dividend Cuts
Shopping Center REITs - Dividend Outlook 2021
REITs Rally Despite Mounting Dividend Cuts
The Retiree's Dividend Portfolio - John's January Update: Markets Aren't Immune To The Coronavirus
SDIV: 3 Factors Why Underperformance Will Continue In Global X SuperDividend ETF
The Retiree's Dividend Portfolio - John's Year-End Review
Dividend Champions For January 2020
The Retiree's Dividend Portfolio - John's November Update: Complete Portfolio Overview

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