PH - The Retirees' Dividend Portfolio: John And Jane's March Taxable Account Update

• The Taxable account generated $1,550.40 of dividends in March of 2021 compared with $1,307.57 of dividends in March of 2020.
• The Taxable account had a balance of $491,449.22 as of March 31, 2021, vs. $328,460.86 on March 31, 2020. The annualized cost basis yield is 4.74%.
• A total of three companies in the Taxable portfolio paid increased dividends or a special dividend during the month of March.
• The Taxable account had a cash balance of $43,070.71 as of March 31, 2021, vs. $48,289.23 as of March 31, 2020.
• The Taxable account had an unrealized gain/loss of $74,221.93 as of March 31, 2021, vs. -$89,374.68 as of March 31, 2020.

For further details see: