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The Retiree's Dividend Portfolio - John's August Update: The Light At The End Of The Tunnel For REITs

Published Mon, 05 Oct 2020 04:51:38 -0400 on Seeking Alpha

Seeking AlphaRetirementThe Retiree's Dividend Portfolio - John's August Update: The Light At The End Of The Tunnel For REITsOct. 5, 2020 4:51 AM ET|| Includes: AFL, APLE, BP, BPAQF, BRX, CDUAF, CDUTF, CDUUF, CLDT, CNAUF, CNUTF, CONE, CVS, CVX, D, DLR, DLR.PC, DLR.PG, 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, OXY, OZK, PACW, PEP, PFF, PFH, PFXF, PK, PONAX, POR, PRS, PRU, RF, RF.PA, RF.PB, RF.PC, RPT, RPT.PD, 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 $945.47 of dividend income for August 2020 vs. $1,113.32 of dividend income for AugustĀ 2019.
John's Traditional IRA had a balance of $249,108.92 as of August 31, 2020, vs. $266,344.62 on August 31, 2019. The estimated annualized YOC is 4.36%.
John's Roth IRA had a balance of $147,568.60 as of August 31, 2020, vs. $175,694.42 on August 31, 2019. The estimated annualized YOC is 4.20%.
No companies in John's portfolio increased their dividend or issued a special dividend during the month of August.
One company suspended or decreased its dividend that was payable during the month of August.
August 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 retiree's liquid cash fluctuates on a regular basis.
Traditional IRA - Dividend Income
August 2019 - $695.78 of dividend income August 2020 - $527.93 of dividend income Roth IRA -... 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
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
PRUDENTIAL FINANCIAL 88.22   9.0 9.82 4.00 4.61
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
VENTAS 71.17   51.6 1.38 3.17 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
WALGREENS BOOTS ALLIANCE 55.56   10.9 5.10 1.83 3.22
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
PORTLAND GENERAL ELECTRIC 55.76   24.9 2.24 1.54 2.79
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
GENERAL DYNAMICS 189.41   16.8 11.25 4.08 2.17
AFLAC 51.47   12.6 4.10 1.08 2.12

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


Older articles featuring Kite Realty Group Trust (KRG):
The Retiree's Dividend Portfolio - John's October Update: Caution For The Market's Optimism
Dividend Hikes Lift REITs
The Retiree's Dividend Portfolio - John's July Update: The Roth IRA Shows Weakness
Dividend Cuts And Overdue Rent: REIT Earnings Recap
Dividend Cuts And Overdue Rent: Previewing REIT Earnings Season
Dividends By The Numbers In June 2020 And 2020-Q2
The Retiree's Dividend Portfolio - John's May Update: Selling Kimco Preferred Series L For Better Opportunities
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

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