SOJE - The Retirees' Dividend Portfolio: John And Jane's April Taxable Account Update

• The Taxable account generated $1,211.01 of dividends in April of 2021 compared with $952.22 of dividends in April of 2020.
• The Taxable account had a balance of $496,149.39 as of April 30, 2021, vs. $353,983.09 on April 30, 2020. The annualized cost basis yield is 4.70%.
• A total of two companies in the Taxable portfolio paid increased dividends or a special dividend during the month of April.
• The Taxable account had a cash balance of $32,697.85 as of April 30, 2021, vs. $20,971.35 as of April 30, 2020.
• The Taxable account had an unrealized gain/loss of $92,231.97 as of April 30, 2021, vs. -$50,804.67 as of April 30, 2020.

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