- Jane's retirement accounts generated a total of $1,274.88 of dividend income for August 2021 vs. $1,134.28 of dividend income for August 2020.
- Jane's Traditional IRA had a balance of $424.6K as of August 31, 2021 vs. $313.3K on August 31, 2020. The estimated annualized yield is 4.87%.
- Jane's Roth IRA had a balance of $205.4K as of August 31, 2021, vs. $142K on August 31, 2020. The estimated annualized yield is 4.28%.
- One company paid an increased dividend or issued a special dividend during the month of August.
- 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 - Jane's August Update: Own Your Mistakes And Grow From Them