SOJE - The Retirees' Dividend Portfolio: John And Jane's May Taxable Account Update
- The Taxable account generated $1,464.82 of dividends in May of 2021 compared with $1,721.59 of dividends in May of 2020.
- The Taxable account had a balance of $508,131.59 as of May 31, 2021, vs. $366,243.83 on May 31, 2020. The annualized cost basis yield is 4.76%.
- One company in the Taxable portfolio paid increased dividends or a special dividend during the month of May.
- The Taxable account had a cash balance of $34,393.26 as of May 31, 2021, vs. $19,822.67 as of May 31, 2020.
- The Taxable account had an unrealized gain/loss of $103,554.79 as of May 31, 2021, vs. -$40,261.27 as of May 31, 2020.
For further details see:
The Retirees' Dividend Portfolio: John And Jane's May Taxable Account Update