- Jane's retirement accounts generated a total of $2,236.28 of dividend income for January 2021 vs. $2,056.17 of dividend income for January 2020.
- Jane's Traditional IRA had a balance of $349,515.26 as of January 31, 2021, vs. $312,735.18 on January 31, 2020. The estimated annualized yield is 4.97%.
- Jane's Roth IRA had a balance of $163,914.82 as of January 31, 2021, vs. $150,255.54 on January 31, 2020. The estimated annualized yield is 4.03%.
- Five companies paid an increased dividend or issued a special dividend during the month of January.
- 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 January Update: Strong Growth To Start 2021