- John's retirement accounts generated a total of $2,007.31 of dividend income for June 2021 vs. $2,020.63 of dividend income for June 2020.
- John's Traditional IRA had a balance of $325,401.86 as of June 30, 2021, vs. $244,245.42 on June 30, 2020. The estimated annualized yield is 4.49%.
- John's Roth IRA had a balance of $205,024.13 as of June 30, 2021, vs. $144,193.71 on June 30, 2020. The estimated annualized yield is 3.63%.
- 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 - John's June Update: EPR Resumes The Dividend