Even with Christmas over, I still feel like it is present time when we get to review the annual performance of John and Jane's Taxable and Retirement portfolios. In this article, we will be covering Jane's retirement accounts and look at how the portfolio has performed in its second year of existence.
Similar to the Taxable account, Jane's portfolio is focused on generating dividend income from the investments held within it. While capital gains are always appreciated, we are most concerned with the ability to generate growing dividend payments that will generate consistent cash flows