Jane's November Dividend Increases And Income Tracker - Retirement Accounts
Investment Thesis
November marks the ninth month that Jane's retirement (Traditional and Roth IRAs) have been established and received a steady flow of dividend income. Up to this point, Jane's retirement accounts from January 1st to October 31st of 2018 have produced a total dividend income of $10,911.12.
For those new to this series, Jane is an investor who has approximately two years before she retires. Jane's current employer has no retirement benefits and so she has a retirement account that is entirely self-funded in the form of Taxable, Roth, and Traditional IRA Savings. The allocation of this portfolio is focused on creating a consistent income stream that produces a steadily growing income regardless of chaotic market conditions. Although dividend income is the primary focus of this portfolio, Jane's portfolio has slightly more risk associated with it because it focuses more on capital appreciation (when compared to her husband John's portfolio).
This article will specifically focus on a review of Jane's account and the changes we have made to it during the month of November. During this time period, there were three stocks that paid increased dividends even as we continue to see difficult market conditions impact the overall value of the portfolio. By documenting these changes it is my belief that we can demonstrate how a dividend growth portfolio is one potential method that can help investors compensate for the risk of a highly valued... Read more