- John's retirement accounts generated a total of $1,817.16 of dividend income for October 2021 vs. $1,638.05 of dividend income for October 2020.
- John's Traditional IRA had a balance of $346.9K as of October 31, 2021, vs. $236K on October 31, 2020. The estimated annualized yield is 4.47%.
- John's Roth IRA had a balance of $209.3K as of October 31, 2021, vs. $145.5K on October 31, 2020. The estimated annualized yield is 3.72%.
- Six companies paid an increased dividend or issued a special dividend during the month of October.
- I have included 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 October Update: CyrusOne Gets Acquired