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home / news releases / the retiree s dividend portfolio john s october upda


DUKB - The Retiree's Dividend Portfolio - John's October Update: CyrusOne Gets Acquired

  • John's retirement accounts generated a total of $1,817.16 of dividend income for October 2021 vs. $1,638.05 of dividend income for October 2020.
  • John's Traditional IRA had a balance of $346.9K as of October 31, 2021, vs. $236K on October 31, 2020. The estimated annualized yield is 4.47%.
  • John's Roth IRA had a balance of $209.3K as of October 31, 2021, vs. $145.5K on October 31, 2020. The estimated annualized yield is 3.72%.
  • Six companies paid an increased dividend or issued a special dividend during the month of October.
  • I have included 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 October Update: CyrusOne Gets Acquired
Stock Information

Company Name: Duke Energy Corporation 5.625% Junior Subordinated Debentures due 2078
Stock Symbol: DUKB
Market: NYSE
Website: duke-energy.com

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