EBGEF - The Retiree's Dividend Portfolio - Jane's March Update: Performance 12 Months After COVID

• Jane's retirement accounts generated a total of $2,269.89 of dividend income for March 2021 vs. $1,803.85 of dividend income for March 2020.
• Jane's Traditional IRA had a balance of $387,170.36 as of March 31, 2021, vs. $244,749.85 on March 31, 2020. The estimated annualized yield is 4.99%.
• Jane's Roth IRA had a balance of $190,293.76 as of March 31, 2021, vs. $114,080.48 on March 31, 2020. The estimated annualized yield is 4.34%.
• Six companies paid an increased dividend or issued a special dividend during the month of February.
• I have included the new tables for tracking month-end cash balance and unrealized gain/loss for both the Traditional and Roth IRAs.

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