- John's retirement accounts generated a total of $1,638.05 of dividend income for October 2020 vs. $1,994.35 of dividend income for October 2019.
- John's Traditional IRA had a balance of $235,999.57 as of October 31, 2020, vs. $280,882.02 on October 31, 2019. The estimated annualized YOC is 4.38%.
- John's Roth IRA had a balance of $145,552.67 as of October 31, 2020, vs. $181,781.45 on October 31, 2019. The estimated annualized YOC is 4.06%.
- Six companies in John's portfolio increased their dividend or issued a special dividend during the month of October.
- No companies suspended or decreased its dividend that was payable during the month of October.
For further details see:
The Retiree's Dividend Portfolio - John's October Update: Caution For The Market's Optimism