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The Retiree's Dividend Portfolio - John's July Update: The Roth IRA Shows Weakness
Published Thu, 27 Aug 2020 07:28:05 -0400 on Seeking Alpha
Seeking AlphaRetirementThe Retiree's Dividend Portfolio - John's July Update: The Roth IRA Shows WeaknessAug. 27, 2020 7:28 AM ET|| Includes: AFL, APLE, BAC, BAC.PA, BAC.PB, BAC.PC, BAC.PE, BAC.PK, BAC.PL, BAC.PM, BAC.PN, BACRP, 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, JPM, JPM.PC, JPM.PD, JPM.PG, JPM.PH, KMI, KRG, LTC, LVS, MAIN, MO, O, OMI, OXY, OZK, PACW, PEP, PFF, PFXF, 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, T.PC, 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 $1,568.09 of dividend income for July 2020 vs. $1912.99 of dividend income for July of 2019.
John's Traditional IRA had a balance of $248,089.53 as of July 31, 2020, vs. $265,509.02 on July 31, 2019. The estimated annualized yield is 4.65%.
John's Roth IRA had a balance of $143,344.55 as of July 31, 2020, vs. $175,911.43 on July 31, 2019. The estimated annualized yield is 4.49%.
A total of three companies paid an increased dividend or issued a special dividend during the month of July.
A total of six companies suspended or decreased their dividend that was payable during the month of July.
July Summary
I have decided to begin John and Jane's Retirement Account articles with the basic summary of how much income each retiree has generated in their Traditional IRA and Roth IRA for each respective month. Additionally, I have decided that I want to begin tracking the cash balance of each account more closely so that readers can see how each retirees' liquid cash fluctuates on a regular basis.
Traditional IRA - Dividend... 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 | |||||||
| COHEN & STEERS INFRA FUND | 27.26 | 0.0 | 0.00 | 0.00 | 6.88 | |||||||
| 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 | |||||||
| VEREIT | 9.77 | 40.7 | 0.24 | 0.55 | 5.86 | |||||||
| 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 | |||||||
| 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 | |||||||
| UMPQUA | 16.81 | 10.4 | 1.62 | 0.84 | 5.10 | |||||||
| 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 | |||||||
| VALERO ENERGY | 83.70 | 13.8 | 6.06 | 3.60 | 4.41 | |||||||
| 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 | |||||||
| VALLEY NATIONAL BANCORP | 11.17 | 11.5 | 0.97 | 0.44 | 4.01 | |||||||
| CHEVRON | 121.42 | 15.7 | 7.72 | 4.76 | 3.91 | |||||||
| REGIONS FINANCIAL | 16.25 | 10.1 | 1.61 | 0.62 | 3.87 | |||||||
| 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 | |||||||
| 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 | |||||||
| AFLAC | 51.47 | 12.6 | 4.10 | 1.08 | 2.12 | |||||||
| OWENS & MINOR | 7.10 | 0.0 | -4.79 | 0.01 | 0.12 |