- Jane's retirement accounts generated a total of $1,176.56 of dividend income for February 2021 vs. $1,090.75 of dividend income for February 2020.
- Jane's Traditional IRA had a balance of $365,411.37 as of February 28, 2021, vs. $292,411.15 on February 28, 2020. The estimated annualized yield is 4.86%.
- Jane's Roth IRA had a balance of $175,033.38 as of February 28, 2021, vs. $138,171.81 on February 28, 2020. The estimated annualized yield is 4.34%.
- One company paid an increased dividend or issued a special dividend during the month of February.
- 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 February Update: Capital Rotation To More Defensive Stocks