- The Taxable Account generated $1,816.25 of dividends in May of 2022 compared with $1,464.82 of dividends in May of 2021.
- The Taxable Account had a balance of $535.5K as of May 31, 2022, vs. $508.1K on May 31, 2021. The annualized cost basis yield is 4.96%.
- Four companies in the Taxable portfolio paid increased dividends or a special dividend during the month of May.
- The Taxable Account had a cash balance of $25.6K as of May 31, 2022, vs. $34.4K as of May 31, 2021.
- The Taxable Account had an unrealized gain/loss of $117.6K as of May 31, 2022, vs. $103.6K as of May 31, 2021.
For further details see:
The Retirees' Dividend Portfolio: John And Jane's May Taxable Account Update