- John's retirement accounts generated a total of $1,006.80 of dividend income for February 2021 vs. $1,167.55 of dividend income for February 2020.
- John's Traditional IRA had a balance of $289,927.04 as of February 28, 2021, vs. $257,861.18 on February 28, 2020. The estimated annualized yield is 4.52%.
- John's Roth IRA had a balance of $184,294.23 as of February 28, 2021, vs. $164,588.45 on February 28, 2020. The estimated annualized yield is 3.54%.
- 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 - John's February Update: Finding Value In Defensive Stocks