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home / news releases / the retiree s dividend portfolio john s july update


TDBKF - The Retiree's Dividend Portfolio - John's July Update: Banking On The Return Of Dividend Normalcy

  • John's retirement accounts generated a total of $1,812.60 of dividend income for July 2021 vs. $1,568.09 of dividend income for July 2020.
  • John's Traditional IRA had a balance of $324,936.67 as of July 31, 2021, vs. $248,089.53 on July 31, 2020. The estimated annualized yield is 4.43%.
  • John's Roth IRA had a balance of $204,454.86 as of July 31, 2021, vs. $143,344.55 on July 31, 2020. The estimated annualized yield is 3.69%.
  • Five companies paid an increased dividend or issued a special dividend during the month of July.
  • 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 July Update: Banking On The Return Of Dividend Normalcy
Stock Information

Company Name: Toronto Dominion Bank FXDFR PRF PERPETUAL CAD 25 - Ser 7 Cls A
Stock Symbol: TDBKF
Market: OTC

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