The Retiree's Taxable Dividend January 2025 Portfolio Review - Old Republic International's Special Dividend Pushes Annual Income Generated Over $20K

2025-03-07 09:00:00 ET

Summary

• January saw significant portfolio changes, including a special $2,000 dividend from Old Republic International, boosting expected income growth for 2025 to 4.0%.
• Four companies increased dividends in January, and four trades were made, including purchases of VF Corp and Nordson.
• John and Jane's Taxable Account income is conservatively forecasted, generating $350.28 more monthly than their withdrawals, ensuring sustainable income without the need to sell investments.
• Future investment considerations include reducing Realty Income and WP Carey, and exploring preferred shares and tax-advantaged ETFs for generating stable cash flow and maintaining portfolio value.
• John and Jane will continue to withdraw $1,700/month until they request more.

I started off by writing the articles in the wrong order for the month of January as I have struggled to balance a heavy workload in my day job where I am building the workflows of a new Loan Origination System (LOS) and what has got to be my fourth sinus infection of the last three months. I apologize in advance as I try to get caught up on my articles....

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