TFC - The Retiree's Dividend Portfolio - John's August Update: Portfolio Balances Hold Strong

• John's retirement accounts generated a total of $1,251.94 of dividend income for August 2021 vs. $872.81 of dividend income for August 2020.
• John's Traditional IRA had a balance of $328,920.00 as of August 31, 2021, vs. $249,108.92 on August 31, 2020. The estimated annualized yield is 4.41%.
• John's Roth IRA had a balance of $209,203.28 as of August 31, 2021, vs. $147,568.60 on August 31, 2020. The estimated annualized yield is 3.72%.
• One company paid an increased dividend or issued a special dividend during the month of August.
• 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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