LW - The Retirees' Dividend Portfolio: John And Jane's September Taxable Account Update
- The Taxable account generated $1,684.02 of dividends in September of 2021 compared with $1,169.58 of dividends in September of 2020.
- The Taxable account had a balance of $497,576.00 as of September 30, 2021, vs. $384,080.02 on September 30th, 2020. The annualized cost basis yield is 4.88%.
- Five companies in the Taxable portfolio paid increased dividends or a special dividend during the month of September.
- The Taxable account had a cash balance of $37,570.28 as of September 30th, 2021, vs. $38,773.20 as of September 30th, 2020.
- The Taxable account had an unrealized gain/loss of $87,182.10 as of September 30th, 2021, vs. -$28,487.01 as of September 30th, 2020.
For further details see:
The Retirees' Dividend Portfolio: John And Jane's September Taxable Account Update