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The Retiree's Dividend Portfolio - John's October Update: Caution For The Market's Optimism

Published Tue, 01 Dec 2020 15:10:57 -0500 on Seeking Alpha

Seeking AlphaRetirementThe Retiree's Dividend Portfolio - John's October Update: Caution For The Market's OptimismDec. 1, 2020 3:10 PM ET|| Includes: AFL, APLE, BP, BPAQF, BRX, CDUAF, CDUTF, CDUUF, CLDT, CNAUF, CNUTF, CONE, CVS, CVX, D, DLR, DLR.PC, 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, MS, MS.PA, MS.PE, MS.PF, MS.PI, MS.PK, MS.PL, NRZ, NRZ.PA, NRZ.PB, NRZ.PC, O, OXY, OZK, PACW, PEP, PFF, PFXF, PK, PONAX, POR, RF, RF.PA, RF.PB, RF.PC, RPT, RPT.PD, STAG, STAG.PC, T, T.PA, T.PC, TBB, TBC, TD, TDBKF, TFC, TFC.PF, TFC.PG, TFC.PH, TFC.PI, TNTOF, TNTTF, 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 $1,638.05 of dividend income for October 2020 vs. $1,994.35 of dividend income for October 2019.
John's Traditional IRA had a balance of $235,999.57 as of October 31, 2020, vs. $280,882.02 on October 31, 2019. The estimated annualized YOC is 4.38%.
John's Roth IRA had a balance of $145,552.67 as of October 31, 2020, vs. $181,781.45 on October 31, 2019. The estimated annualized YOC is 4.06%.
Six companies in John's portfolio increased their dividend or issued a special dividend during the month of October.
No companies suspended or decreased its dividend that was payable during the month of October.
October Summary
I like to start my articles by reviewing a basic summary of how much income John and Jane have generated in their Traditional IRA and Roth IRA for each respective month. Additionally, I will be creating additional tables and graphs that track the amount of cash available at the end of the month in John and Jane's accounts (this will take some time as I plan to go back through the last three years of statements so... 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
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
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
MORGAN STANLEY 44.32   9.7 4.59 1.40 3.21
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

NEW RESIDENTIAL INVESTMENT - NRZ
NEW RESIDENTIAL INVESTMENT - NRZ  


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