TSCO - The Retiree's Taxable Dividend January 2025 Portfolio Review - Old Republic International's Special Dividend Pushes Annual Income Generated Over $20K
2025-03-07 09:00:00 ET
Summary
- January saw significant portfolio changes, including a special $2,000 dividend from Old Republic International, boosting expected income growth for 2025 to 4.0%.
- Four companies increased dividends in January, and four trades were made, including purchases of VF Corp and Nordson.
- John and Jane's Taxable Account income is conservatively forecasted, generating $350.28 more monthly than their withdrawals, ensuring sustainable income without the need to sell investments.
- Future investment considerations include reducing Realty Income and WP Carey, and exploring preferred shares and tax-advantaged ETFs for generating stable cash flow and maintaining portfolio value.
- John and Jane will continue to withdraw $1,700/month until they request more.
I started off by writing the articles in the wrong order for the month of January as I have struggled to balance a heavy workload in my day job where I am building the workflows of a new Loan Origination System (LOS) and what has got to be my fourth sinus infection of the last three months. I apologize in advance as I try to get caught up on my articles....
The Retiree's Taxable Dividend January 2025 Portfolio Review - Old Republic International's Special Dividend Pushes Annual Income Generated Over $20K