WRK - The Retiree's Dividend Portfolio - John's September Update: Dividend Recovery
- John's retirement accounts generated a total of $2,158.34 of dividend income for September 2021 vs. $2,040.30 of dividend income for September 2020.
- John's Traditional IRA had a balance of $327,126.55 as of September 30, 2021, vs. $239,214.15 on September 30, 2020. The estimated annualized yield is 4.42%.
- John's Roth IRA had a balance of $203,676.87 as of September 30, 2021, vs. $143,603.46 on September 30, 2020. The estimated annualized yield is 3.71%.
- Three companies paid an increased dividend or issued a special dividend during the month of September.
- 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 September Update: Dividend Recovery