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home / news releases / DCUE - The Retiree's Dividend Portfolio - John's March Update: 12 Months After COVID


DCUE - The Retiree's Dividend Portfolio - John's March Update: 12 Months After COVID

  • John's retirement accounts generated a total of $2,012.73 of dividend income for March 2021 vs. $1,986.02 of dividend income for March 2020.
  • John's Traditional IRA had a balance of $302,204.46 as of March 31, 2021, vs. $206,760.69 on March 31, 2020. The estimated annualized yield is 4.53%.
  • John's Roth IRA had a balance of $196,545.72 as of March 31, 2021, vs. $123,821.89 on March 31, 2020. The estimated annualized yield is 3.47%.
  • Two companies paid an increased dividend or issued a special dividend during the month of February.
  • 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 March Update: 12 Months After COVID
Stock Information

Company Name: Dominion Energy Inc. 2019 Series A Corporate Units
Stock Symbol: DCUE
Market: NASDAQ
Website: dominionenergy.com

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