- John's retirement accounts generated a total of $2,012.73 of dividend income for March 2021 vs. $1,986.02 of dividend income for March 2020.
- John's Traditional IRA had a balance of $302,204.46 as of March 31, 2021, vs. $206,760.69 on March 31, 2020. The estimated annualized yield is 4.53%.
- John's Roth IRA had a balance of $196,545.72 as of March 31, 2021, vs. $123,821.89 on March 31, 2020. The estimated annualized yield is 3.47%.
- Two companies 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 March Update: 12 Months After COVID