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.
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|
|COHEN & STEERS INFRA FUND||27.26||0.0||0.00||0.00||6.88|
|RAMCO-GERSHENSON PROPERTIES TRUST||13.49||89.9||0.15||0.88||6.66|
|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|
|LAS VEGAS SANDS||60.15||24.1||2.50||3.08||5.22|
|HEALTHCARE TRUST OF AMERICA||28.29||27.5||1.03||1.26||4.45|
|VALLEY NATIONAL BANCORP||11.17||11.5||0.97||0.44||4.01|
|WALGREENS BOOTS ALLIANCE||55.56||10.9||5.10||1.83||3.22|
|PORTLAND GENERAL ELECTRIC||55.76||24.9||2.24||1.54||2.79|
|T. ROWE PRICE GROUP||118.12||14.9||7.95||3.04||2.58|
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