The Retiree's Dividend Portfolio - John's November Update: Income Drops But Account Balances Climb

Published Sat, 26 Dec 2020 03:44:18 -0500 on Seeking Alpha

Seeking AlphaRetirementThe Retiree's Dividend Portfolio - John's November Update: Income Drops But Account Balances ClimbDec. 26, 2020 3:44 AM ET|| Includes: AFL, APLE, BP, BPAQF, BRX, CDUAF, CDUTF, CDUUF, CLDT, CNAUF, CNUTF, CONE, CVS, CVX, D, DLR, DLR.PC, DLR.PJ, DLR.PK, DLR.PL, DRUA, DUK, DUK.PA, DUKB, DUKH, EAFAX, EPR, EPR.PC, EPR.PE, EPR.PG, GD, HTA, IRM, KMI, KRG, LTC, MAIN, MO, NRZ, NRZ.PA, NRZ.PB, NRZ.PC, O, OXY, OZK, PACW, PEP, PFF, PFXF, PK, PONAX, POR, RF, RF.PA, RF.PB, RF.PC, RPT, RPT.PD, STAG, STAG.PC, T, T.PA, T.PC, TBB, TBC, TD, TDBKF, TFC, TFC.PF, TFC.PG, TFC.PH, TFC.PI, TNTOF, TNTTF, 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 $872.40 of dividend income for November 2020 vs. $1,051.71 of dividend income for November 2019.
John's Traditional IRA had a balance of $576.56 as of November 30, 2020, vs. $715.54 on November 30, 2019. The estimated annualized YOC is 4.33%.
John's Roth IRA had a balance of $295.84 as of November 30, 2020, vs. $336.17 on November 30, 2019. The estimated annualized YOC is 3.90%.
No companies in John's portfolio increased their dividend or issued a special dividend during the month of November.
No companies suspended or decreased their dividend that was payable during the month of November.
November Summary
I like to start my articles by reviewing a basic summary of how much income John and Jane have generated in their Traditional IRA and Roth IRA for each respective month. Additionally, I will be creating additional tables and graphs that track the amount of cash available at the end of the month in John and Jane's accounts (this will take some time as I plan to go back through the last three years of statements so that it matches the same time frame as the rest of the data).
Traditional IRA - Dividend... Read more