- Jane's retirement accounts generated a total of $1,385.68 of dividend income for May 2021 vs. $1,233.71 of dividend income for May 2020.
- Jane's Traditional IRA had a balance of $419,721.18 as of May 31, 2021, vs. $287,066.03 on May 31, 2020. The estimated annualized yield is 4.91%.
- Jane's Roth IRA had a balance of $203,428.14 as of May 31, 2021, vs. $130,766.56 on May 31, 2020. The estimated annualized yield is 4.34%.
- Two companies paid an increased dividend or issued a special dividend during the month of May.
- 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 May Update: The Fed Announces The Potential For Rate Increases