BPAQF - The Retiree's Dividend Portfolio - John's September Update: Volatility Sure Makes It Interesting
- John's retirement accounts generated a total of $2,023.50 of dividend income for September 2020 vs. $1,930.23 of dividend income for September 2019.
- John's Traditional IRA had a balance of $239,214.15 as of September 30, 2020, vs. $276,014.62 on September 30, 2019. The estimated annualized YOC is 4.36%.
- John's Roth IRA had a balance of $143,603.46 as of September 30, 2020, vs. $180,971.27 on September 30, 2019. The estimated annualized YOC is 3.91%.
- Two companies in John's portfolio increased their dividend or issued a special dividend during the month of September.
- One company suspended or decreased its dividend that was payable during the month of September.
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The Retiree's Dividend Portfolio - John's September Update: Volatility Sure Makes It Interesting