TFC - The Retiree's Dividend Portfolio - John's April Update: The Slow Return To Dividend Normalcy
- John's retirement accounts generated a total of $1,706.88 of dividend income for April 2021 vs. $2,206.00 of dividend income for April 2020.
- John's Traditional IRA had a balance of $323,027.49 as of April 30, 2021, vs. $237,369.49 on April 30, 2020. The estimated annualized yield is 4.50%.
- John's Roth IRA had a balance of $202,875.46 as of April 30, 2021, vs. $138,461.41 on April 30, 2020. The estimated annualized yield is 3.46%.
- Five companies paid an increased dividend or issued a special dividend during the month of April.
- 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 - John's April Update: The Slow Return To Dividend Normalcy