Update 3/29/2019
2018 is a tough year for income investors. We are in transition. Our income stocks are over bought and good bonds are still too expensive. Yet stuff costs more and the 2018 portfolio is searching for a yield of 5% without having to depend on call option income.
2018 is a tough year for income investors. We are in transition. Our income stocks are over bought and good bonds are still too expensive. Yet stuff costs more and the 2018 portfolio is searching for a yield of 5% without having to depend on call option income.
See the results and holdings below:
| 3/29/2019 | ||||||
| 2018 Dividend Stocks | ||||||
| VALUE | BASIS | Yield on Basis | Dividend Income | Yield on Value | % Gain | |
| $86,254 | $85,173 | 5.12% | $4,357 | 5.05% | 1.27% | |
| Holdings | ||||||
| Symbol | Price | Basis | Date Acquired | Annual Dividend | Dividend Yield | % Gain |
| XOM | $80.80 | $86.78 | 1/3/2018 | $3.28 | 4.06% | -6.89% |
| XOM | $80.80 | $76.69 | 5/2/2018 | $3.28 | 4.06% | 5.36% |
| T | $31.36 | $37.82 | 1/26/2018 | $2.04 | 6.51% | -17.08% |
| T | $31.36 | $32.35 | 5/2/2018 | $2.04 | 6.51% | -3.06% |
| T | $31.36 | $30.88 | 11/5/2018 | $2.04 | 6.51% | 1.55% |
| NHI | $78.55 | $68.42 | 5/2/2018 | $4.20 | 5.35% | 14.81% |
| CM | $79.07 | $87.20 | 5/2/2018 | $4.21 | 5.32% | -9.32% |
| MO | $57.43 | $55.96 | 5/2/2018 | $3.20 | 5.57% | 2.63% |
| ETN | $80.56 | $81.06 | 10/11/2018 | $2.84 | 3.53% | -0.62% |
| ETN | $80.56 | $75.80 | 11/6/2018 | $2.84 | 3.53% | 6.28% |
| LVS | $60.96 | $51.96 | 11/21/2018 | $3.08 | 5.05% | 17.32% |
| MAIN | $37.20 | $37.86 | 11/21/2018 | $2.40 | 6.45% | -1.74% |
| MFC | $16.91 | $16.19 | 11/21/2018 | $0.76 | 4.50% | 4.45% |
| WDC | $48.06 | $46.90 | 11/21/2018 | $2.00 | 4.16% | 2.47% |
| WY | $26.34 | $26.58 | 11/21/2018 | $1.36 | 5.16% | -0.90% |
| MIC | $41.22 | $39.28 | 11/21/2018 | $4.00 | 9.70% | 4.94% |
| Notes: Data Source MarketXLS | ||||||
