- John's retirement accounts generated a total of $1,812.60 of dividend income for July 2021 vs. $1,568.09 of dividend income for July 2020.
- John's Traditional IRA had a balance of $324,936.67 as of July 31, 2021, vs. $248,089.53 on July 31, 2020. The estimated annualized yield is 4.43%.
- John's Roth IRA had a balance of $204,454.86 as of July 31, 2021, vs. $143,344.55 on July 31, 2020. The estimated annualized yield is 3.69%.
- Five companies paid an increased dividend or issued a special dividend during the month of July.
- 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 July Update: Banking On The Return Of Dividend Normalcy