O - The Retirees' Dividend Portfolio - John And Jane's April Taxable Account Update: Tariff Wars Create Some Interesting Discounts
April was an overall strong month for the dividend growth portfolio in terms of both dividends generated and capital appreciation. A few words tweeted about the slow progress on China trade talks reversed the capital appreciation and has created a number of discounts that are starting to look interesting. Prior to Trump's comments, the market looked overvalued and we were taking gains off the table and reducing the size and/or cost basis of some of our positions.
As I've mentioned before in the past, we rarely sell shares from the Taxable account and we are