The Retiree's Dividend Portfolio - John's August Update: Portfolio Value Reaches A Record High

In the last article I published, The Retiree's Dividend Portfolio - Jane's August Update: Price Targets, it was suggested that I include a snapshot that looks at the accounts of my client's John and Jane as a whole because this would help create clarity regarding the three articles I publish every month about their portfolios.
The images below are current as of August 31st when the month ended (total dividends and account balances). Anything in yellow indicates an estimate or is information that will not be available until the September month-end statement becomes available.
Source: Consistent Dividend Investor, LLC.
The following graph demonstrates the total amount of dividend income generated each month starting in January of 2018 and runs through August of 2019.
Source: Consistent Dividend Investor, LLC.
This next image gives a breakdown of dividend income by source so that readers can better understand what is driving John and Jane's income.
Source: Consistent Dividend Investor, LLC.
The following table summarizes the total month-end value of the following investment accounts:
John and Jane's Taxable Account Jane's Traditional and Roth IRA John's Traditional and Roth IRA Source: Consistent Dividend Investor, LLC.
August was an extremely volatile month for the portfolio as a whole, but we saw a strong recovery build going into the end of August.
John's account, in particular, has seen a major jump in value and is currently... Read more