In the last article I published, The Retiree's Dividend Portfolio - Jane's August Update: Price Targets, it was suggested that I include a snapshot that looks at the accounts of my client's John and Jane as a whole because this would help create clarity regarding the three articles I publish every month about their portfolios.
The images below are current as of August 31st when the month ended (total dividends and account balances). Anything in yellow indicates an estimate or is information that will not be available until the September month-end statement becomes available.