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home / news releases / OZKAP - The Retiree's Dividend Portfolio - John's December Update: Year End Review


OZKAP - The Retiree's Dividend Portfolio - John's December Update: Year End Review

  • John's retirement accounts generated a total of $2,306.98 of dividend income for December 2021 vs. $1,915.71 of dividend income for December 2020.
  • John's Traditional IRA had a balance of $357K as of December 31, 2021, vs. $270.7K on December 31, 2020. The estimated annualized yield is 4.53%.
  • John's Roth IRA had a balance of $213K as of December 31, 2021, vs. $169.1K on December 31, 2020. The estimated annualized yield is 3.91%.
  • Two companies paid an increased dividend or issued a special dividend during the month of December.

For further details see:

The Retiree's Dividend Portfolio - John's December Update: Year End Review
Stock Information

Company Name: Bank OZK 4.625% Series A Non-Cumulative Perpetual Preferred Stock
Stock Symbol: OZKAP
Market: NASDAQ
Website: ozk.com

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