- The Taxable account generated $1,705.49 of dividends in August of 2021 compared with $1,674.90 of dividends in August of 2020.
- The Taxable account had a balance of $514,384.72 as of August 31, 2021, vs. $399,251.00 on August 31, 2020. The annualized cost basis yield is 4.87%.
- Two companies in the Taxable portfolio paid increased dividends or a special dividend during the month of August.
- The Taxable account had a cash balance of $32,947.74 as of August 31, 2021, vs. $38,844.66 as of August 31, 2020.
- The Taxable account had an unrealized gain/loss of $105,258.65 as of August 31, 2021, vs. -$12,127.62 as of August 31, 2020.
For further details see:
The Retirees' Dividend Portfolio: John And Jane's August Taxable Account Update