CDUAF - The Retiree's Dividend Portfolio - John's December Update: Improved Income Potential In 2021
- John's retirement accounts generated a total of $1,915.71 of dividend income for December 2020 vs. $2,079.90 of dividend income for December 2019.
- John's Traditional IRA had a balance of $270,701.78 as of December 31, 2020, vs. $282,243.59 on December 31, 2019. The estimated annualized YOC is 4.3%.
- John's Roth IRA had a balance of $169,144.08 as of December 31, 2020, vs. $184,563.96 on December 31, 2019. The estimated annualized YOC is 3.88%.
- Two companies in John's portfolio increased their dividend or issued a special dividend during the month of December.
- One company suspended or decreased its dividend that was payable during the month of December.
For further details see:
The Retiree's Dividend Portfolio - John's December Update: Improved Income Potential In 2021