- Jane's retirement accounts generated a total of $2,355.99 of dividend income for June 2021 vs. $2,008.66 of dividend income for June 2020.
- Jane's Traditional IRA had a balance of $415.8K as of June 30, 2021 vs. $293.1K on June 30, 2020. The estimated annualized yield is 4.90%.
- Jane's Roth IRA had a balance of $202.2K as of June 30, 2021 vs. $134.7K on June 30, 2020. The estimated annualized yield is 4.32%.
- Three companies paid an increased dividend or issued a special dividend during the month of June.
- 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 June Update: Targeting Double-Digit Dividend Income Growth