EPR
EPR Properties
stock NYSE

As I get more toward retirement (3-8 years from now), I am looking to replace my income with investment income. I plan to move as much as I can (given I will have to pay taxes on some of the investment income in pre-tax accounts) into my Roth and my spouse's existing Roth accounts. Mine has been open for over 5 years, and my spouse's only about 18 months. My rationale is that the dividend income from the Roth would be tax-free. As a starting point, I used the following prompt in a variety of the current AI sites. "I have 1.5 million dollars.  Build me a portfolio of great dividend paying stocks, with excellent potential for capital appreciation, and choose stocks that stagger their dividend pay dates so dividends are receive each month.  Show the portfolio, the sector, the yield, and the months that you get a payout.  What would you estimate that the income from such a portfolio would yield each month?" My questions are, "am I missing something from a strategy perspective?" and "are there any klunkers in the portfolio recommendations?" From the portfolios below, I already have some JNJ, O, ABBV, VZ, AVGO, XOM, AAPL, MO, T, and PRU. Thank you in advance for your thoughts.
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|Company|Ticker|Claude|Grok|ChatGPT|Gemini|Perplexity|
|J&J|JNJ|1|1|1|1|1|
|Proctor &Gamble|PG|1|1| |1| |
|Realty income Trust|O|1|1|1|1|1|
|Coca Cola|KO|1| | |1| |
|Abbvie|ABBV|1| | | | |
|Verizon|VZ|1|1| | | |
|Broadcom|AVGO|1|1| |1| |
|Air Products|APD|1| | | | |
|Texas Instruments|TXN|1| | | |1|
|Bristol Myers|BMY|1| | | | |
|Exxon|XOM|1| | | | |
|JP Morgan|JPM|1| | |1| |
|United Healtcare|UNH|1| | | | |
|Home depot|HD|1| | | | |
|Lowes|LOW| |1| | | |
|Apple|AAPL| |1| | | |
|Microsoft|MSFT| |1| |1| |
|Chevron|CVX| |1| |1| |
|Altria|MO| |1| | |1|
|Phillip Morris|PM| |1| | | |
|Pepsico|PEP| |1| | |1|
|AT&T|T| | |1| | |
|3M|MMM| | |1|1| |
|Main|Main| | |1|1|1|
|EPR Reit|EPR| | |1| | |
|Union Pacific|UNP| | | | |1|
|Vici Properties|VICI| | | | |1|
|Genuine Parts|GPC| | | | |1|
|Prudential|PRU| | | | |1|
|NextEra|NEE| | | | |1|
| | | | | | | |
|Proj. Income|Month|3930|4288|5125|4500|5084|
| |Annual|47160|51450|61500|54000|61005 |

As I get more toward retirement (3-8 years from now), I am looking to replace my income with investment income. I plan to move as much as I can (given I will have to pay taxes on some of the investment income in pre-tax accounts) into my Roth and my spouse's existing Roth accounts. Mine has been open for over 5 years, and my spouse's only about 18 months. My rationale is that the dividend income from the Roth would be tax-free. As a starting point, I used the following prompt in a variety of the current AI sites. "I have 1.5 million dollars.  Build me a portfolio of great dividend paying stocks, with excellent potential for capital appreciation, and choose stocks that stagger their dividend pay dates so dividends are receive each month.  Show the portfolio, the sector, the yield, and the months that you get a payout.  What would you estimate that the income from such a portfolio would yield each month?" My questions are, "am I missing something from a strategy perspective?" and "are there any klunkers in the portfolio recommendations?" From the portfolios below, I already have some JNJ, O, ABBV, VZ, AVGO, XOM, AAPL, MO, T, and PRU. Thank you in advance for your thoughts.
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|Company|Ticker|Claude|Grok|ChatGPT|Gemini|Perplexity|
|J&J|JNJ|1|1|1|1|1|
|Proctor &Gamble|PG|1|1| |1| |
|Realty income Trust|O|1|1|1|1|1|
|Coca Cola|KO|1| | |1| |
|Abbvie|ABBV|1| | | | |
|Verizon|VZ|1|1| | | |
|Broadcom|AVGO|1|1| |1| |
|Air Products|APD|1| | | | |
|Texas Instruments|TXN|1| | | |1|
|Bristol Myers|BMY|1| | | | |
|Exxon|XOM|1| | | | |
|JP Morgan|JPM|1| | |1| |
|United Healtcare|UNH|1| | | | |
|Home depot|HD|1| | | | |
|Lowes|LOW| |1| | | |
|Apple|AAPL| |1| | | |
|Microsoft|MSFT| |1| |1| |
|Chevron|CVX| |1| |1| |
|Altria|MO| |1| | |1|
|Phillip Morris|PM| |1| | | |
|Pepsico|PEP| |1| | |1|
|AT&T|T| | |1| | |
|3M|MMM| | |1|1| |
|Main|Main| | |1|1|1|
|EPR Reit|EPR| | |1| | |
|Union Pacific|UNP| | | | |1|
|Vici Properties|VICI| | | | |1|
|Genuine Parts|GPC| | | | |1|
|Prudential|PRU| | | | |1|
|NextEra|NEE| | | | |1|
| | | | | | | |
|Proj. Income|Month|3930|4288|5125|4500|5084|
| |Annual|47160|51450|61500|54000|61005 |