BPAQF - The Retirees' Dividend Portfolio: John And Jane's October Taxable Account Update
- The Taxable account generated $2,599.87 of dividends in October of 2021 compared with $1,187.25 of dividends in October of 2020.
- The Taxable account had a balance of $520,613.73 as of October 31st, 2021, vs. $382,735.78 on October 31st, 2020. The annualized cost basis yield is 5.34%.
- Five companies in the Taxable portfolio paid increased dividends or a special dividend during the month of October.
- The Taxable account had a cash balance of $40,170.15 as of October 31st, 2021, vs. $37,071.49 as of October 31st, 2020.
- The Taxable account had an unrealized gain/loss of $106,619.52 as of October 31st, 2021, vs. -$30,962.25 as of October 31st, 2020.
For further details see:
The Retirees' Dividend Portfolio: John And Jane's October Taxable Account Update