- The Taxable account generated $1,944.90 of dividends in November of 2021 compared with $1,592.38 of dividends in November of 2020.
- The Taxable account had a balance of $506,726.07 as of November 30, 2021, vs. $429,520.65 on November 30, 2020. The annualized cost basis yield is 5.43%.
- Three companies in the Taxable portfolio paid increased dividends or a special dividend during the month of November.
- The Taxable account had a cash balance of $48,416.03 as of November 30, 2021, vs. $44,264.48 as of November 30, 2020.
- The Taxable account had an unrealized gain/loss of $90,137.45 as of November 30, 2021, vs. $15,647.46 as of November 30, 2020.
For further details see:
The Retirees' Dividend Portfolio: John And Jane's November Taxable Account Update