WRK - The Retiree's Dividend Portfolio - John's January Update: Disappointing Dividend Forecast
- John's retirement accounts generated a total of $1,803.34 of dividend income for January 2021 vs. $2,211.06 of dividend income for January 2020.
- John's Traditional IRA had a balance of $273,135.02 as of January 31, 2021, vs. $279,702.70 on January 31, 2020. The estimated annualized yield is 4.59%.
- John's Roth IRA had a balance of $173,713.82 as of January 31, 2021, vs. $181,110.07 on January 31, 2020. The estimated annualized yield is 3.43%.
- Five companies paid an increased dividend or issued a special dividend during the month of January.
- 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 January Update: Disappointing Dividend Forecast