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

• The Taxable account generated $1,222.15 of dividends in July of 2021 compared with $1,337.01 of dividends in July of 2020.
• The Taxable account had a balance of $507,805.89 as of July 31, 2021, vs. $380,934.95 on July 31, 2020. The annualized cost basis yield is 4.78%.
• Four companies in the Taxable portfolio paid increased dividends or a special dividend during the month of July.
• The Taxable account had a cash balance of $32,850.00 as of July 31, 2021, vs. $34,277.18 as of July 31, 2020.
• The Taxable account had an unrealized gain/loss of $100,385.31 as of July 31, 2021, vs. -$28,726.47 as of July 31, 2020.

For further details see: