Daily dividend news for investors in dividend stocks
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 |