AVGO - The Retiree's Dividend Portfolio - Jane's July Update: Dividends Continue Increasing While Account Balances Level Off
- Jane's retirement accounts generated a total of $2,146.30 of dividend income for July 2021 vs. $2,006.36 of dividend income for July 2020.
- Jane's Traditional IRA had a balance of $418.7K as of July 31, 2021 vs. $299.3K on July 31, 2020. The estimated annualized yield is 4.94%.
- Jane's Roth IRA had a balance of $199.8K as of July 31, 2021 vs. $136.2K on July 31, 2020. The estimated annualized yield is 4.28%.
- Four companies paid an increased dividend or issued a special dividend during the month of July.
- I have included the new tables for tracking month-end cash balance and unrealized gain/loss for both the Traditional and Roth IRAs.
For further details see:
The Retiree's Dividend Portfolio - Jane's July Update: Dividends Continue Increasing While Account Balances Level Off