The Retiree's Dividend Portfolio - John's August Update: The Light At The End Of The Tunnel For REITs

Published Mon, 05 Oct 2020 04:51:38 -0400 on Seeking Alpha

Seeking AlphaRetirementThe Retiree's Dividend Portfolio - John's August Update: The Light At The End Of The Tunnel For REITsOct. 5, 2020 4:51 AM ET|| Includes: AFL, APLE, BP, BPAQF, BRX, CDUAF, CDUTF, CDUUF, CLDT, CNAUF, CNUTF, CONE, CVS, CVX, D, DLR, DLR.PC, DLR.PG, DLR.PJ, DLR.PK, DLR.PL, DRUA, DUK, DUK.PA, DUKB, DUKH, EAFAX, EPR, EPR.PC, EPR.PE, EPR.PG, EV, GD, HTA, IRM, JPM, JPM.PC, JPM.PD, JPM.PG, JPM.PH, KMI, KRG, LTC, LVS, MAIN, MO, O, OXY, OZK, PACW, PEP, PFF, PFH, PFXF, PK, PONAX, POR, PRS, PRU, RF, RF.PA, RF.PB, RF.PC, RPT, RPT.PD, STAG, STAG.PC, T, T.PA, T.PC, TBB, TBC, TD, TORDF, TROW, UMPQ, UTF, VER, VER.PF, VLO, VLY, VLYPO, VLYPP, VTR, WBA, WPC, WRKby: Matthew UteschMatthew Utesch Dividend Investing, Dividend Growth Investing, Long Only, REITsSummaryJohn's retirement accounts generated a total of $945.47 of dividend income for August 2020 vs. $1,113.32 of dividend income for August 2019.
John's Traditional IRA had a balance of $249,108.92 as of August 31, 2020, vs. $266,344.62 on August 31, 2019. The estimated annualized YOC is 4.36%.
John's Roth IRA had a balance of $147,568.60 as of August 31, 2020, vs. $175,694.42 on August 31, 2019. The estimated annualized YOC is 4.20%.
No companies in John's portfolio increased their dividend or issued a special dividend during the month of August.
One company suspended or decreased its dividend that was payable during the month of August.
August Summary
I have decided to begin John and Jane's Retirement Account articles with the basic summary of how much income each retiree has generated in their Traditional IRA and Roth IRA for each respective month. Additionally, I have decided that I want to begin tracking the cash balance of each account more closely so that readers can see how each retiree's liquid cash fluctuates on a regular basis.
Traditional IRA - Dividend Income
August 2019 - $695.78 of dividend income August 2020 - $527.93 of dividend income Roth IRA -... Read more