John's August Dividend Increases And Income Tracker - Retirement Accounts

Investment Thesis August marks the sixth month that I have been tracking John's retirement accounts in an article. I apologize to readers for the tardiness of this article and I am working to get September's series caught up by the end of the week. Since the beginning of January 2018, his portfolio has produced the following results:
$10,011.01/Dividend Income through August 31, 2018. On February 1, 2018, we began tracking the active tracking active trades which have provided a total realized gain of $8,119.90 through August 31, 2018. If we combine trading income and dividends, we can approximate an average monthly income of $2,140.18/mo. Although this may sound repetitive, I would like to include a disclaimer that this article is based on an actual portfolio for clients of mine. The goal is to build a portfolio of dividend-paying stocks, bonds, etc. that will continue to produce a growing and long-lasting income stream and simultaneously preserve capital. Capital appreciation is the least important characteristic of this portfolio. It is important that you do your own research when creating a portfolio that meets your needs!
A Rising Ten-Year Treasury Opens Up New Doors September, historically, is consistently known as one of the most terrible months when it comes to returns of the Dow, but so far, October seems to be far more concerning after we saw the ten-year Treasury yield finish up just under 3.2%.
10-Year Treasury Rate data by YCharts
For those... Read more