September 2018 – Dividend

Another month gone by rather quickly, time again for the dividend update. This month has seen a new increase comparing with last year. The figure is around 43%, again mainly due to positions who are paying dividends for the first time since being in the portfolio.

Exactly the effect I am after. Let’s see how this is going to work in the future.

The numbers :

DateStockCurrencyAmount
05-09-2018UnileverEUR3,87
10-09-2018Emerson ElectricEUR4,18
13-09-2018Microsoft CorpEUR7,24
14-09-2018DowDuPont INCEUR3,28
17-09-2018Royal Dutch ShellEUR40,48
18-09-2018Icahn EnterprisesEUR1,51
TotalEUR60,56

Autechre – NTS Sessions

As a big Autechre fan I couldn’t resist buying the new physical release of their NTS radio sessions. At first the vinyl release was the most appealing , just I couldn’t justify the expense. So ordered the CD version. The sessions consist of 4 radio shows. Which I missed off course. And due to the intensity of listening to an Autechre recording nowadays I couldn’t have done it in one sitting of 2 hours each.

Autechre makes their music with an elaborate (I think never seen it) Cycling 74 MAX/MSP patch or patches. Which gives you endless possibilities. Luckily the tracks stay within some frame so they are dense but not out of theme. It’s a experiment in sounds and rhythmic structures which you probably love or hate.

I love it, the art of keeping experiments and not go all over the place and make it into just experiments is very well done. It’s very easy getting out of control.

For me the only downside is , it takes a lot of energy listening too it. I have too really focus and get into it and after a while it get’s to be a bit overwhelming. But that’s just because of my brain damage. If you can listen too one sessions at a time and do nothing else, it’s very rewarding. Even in smaller sittings I am highly enjoying it.

If you have never listened to Autechre this can be a bit too much, but I can only recommend starting at the beginning of their work and slowly making your way thru, it has a lot of beautiful musical art in store for you.

August 2018 – Dividend

August is almost over , dividend wise for it’s over already in my case. Another great month in dividend streams. Some new positions payed dividends for the first time, which has the traditionally weak month of August catching up too the rest. Percentage wise an increase of 150% , but as already stated this has to do with the new additions to the portfolio.

The exchange rate between the Euro and the American dollar pulls it all a bit downwards. Despite of Apple increasing it’s dividend percentage it’s result is pretty much the same.

all in all a nice improvement which I can only be happy with, other things in life might not be as upbeat , this is. Which hopefully makes me less dependent on others in the future, that’s the broader goal. For now the numbers :

DateStockCurrencyAmount
24-08-2018StarbucksEUR4,66
16-08-2018AppleEUR6,46
13-08-2018NSI N.V.EUR12,48
13-08-2018Flow tradersEUR67,50
03-08-2018Amsterdam CommodotiesEUR24,00
TotalEUR115,1

July 2018 – Dividend

A new dividend update, the compounding kicks in. This month it’s a 104% increase compared with July last year. Mostly from the growing portfolio and some small dividend increases, largely offset by currency rates which are still a bit negative relative too last year. All in all nice progress in this ever evolving experiment.

The numbers :

DateStockCurrencyAmount
27-07-2018Walt Disney CompanyEUR0,72
26-07-2018Cisco SystemsEUR7,97
25-07-2018General Electric CompanyEUR2,28
17-07-2018W.P. Carey IncEUR8,79
05-07-2018Vanguard FTSE all world UCITS ETFEUR39,23
04-07-2018Vanguard dividend appreciation ETFEUR1,47
03-07-2018Coca-Cola CompanyEUR5,04
TotalEUR65,50

June 2018 – Dividend

Another month gone by quickly. And thus a new dividend update. It’s up about 3,2% compared to June 2017. Which is exactly what is supposed too happen. No big differences with the positions and just a steady growth.

It’s funny, this strategy is very easy too follow and doesn’t require a lot. Just one thing perseverance , that’s it.

In combination with debt reduction and other savings the power of compounding over time becomes very apparent. It’s a no brainer really.

The numbers :

DateStockCurrencyAmount
26-06-2018Deutsche PfandfabriekEUR107,00
21-06-2018Icahn EnterprisesEUR1,51
19-06-2018HAL TrustEUR31,00
17-06-2018DowDupont EUR3,28
14-06-2018Microsoft EUR7,24
12-06-2018Emerson Electric CompanyEUR4,18
07-06-2018ASM InternationalEUR8,00
06-06-2018UnileverEUR3,87
TotalEUR166,08

May 2018 – Dividend

A bit faster than the last dividend report. May is over again and the numbers are in. Bit lower compared to last year due too dividends being payed just outside of May in some occasions. In percentage -44% but in simple money still a nice number and a good confirmation of my strategy.
Now that the balance between handpicked and the ETF parts in the portfolio is almost complete I will go back and do some picking again. Lets’s see how that goes.

The overview:

DateStockCurrencyAmount
30-05-2018Bayer AGEUR14.00
30-05-2018Unibail-RodamcoEUR5,40
18-05-2018K+G AG EUR14.00
18-05-2018Porsche Automobil Holding EUR17,60
17-05-2018Apple IncEUR6,24
14-05-2018NSIEUR13,44
10-05-2018Amsterdam CommoditiesEUR42.00
09-05-2018ASML HoldingEUR5,60
TotalEUR118,28

The ups and downs

Mostly I try and write about all the positive stuff that’s been happening in my recovery and life. Sometimes however the tides go against me. In those periods I don’t have the energy too write about it nor do I want too look like I am complaining in any way shape or form.

But as with everything on the good ol’ interwebz painting a positive picture and not talk about the downsides is misleading and for others in the same situation and not much of a realistic picture. So I am going to try and write more about everything I my life related too my brain damage and the consequences.

In the past weeks I have done many fun things , all nicely planned and most of them went well. I let the planning slip and took less and less rest. And I didn’t listen too my girlfriend’s advice on taking it easy and going slow.

That in itself should have been enough of a warning. Just ignored it basically. Well that didn’t last long. Talking for example slowly went from bad to worse and concentration went downhill fast. So at the end last week I was stopped and my brain had had enough.

Which means everything gets hard. The basics of day to day life is suddenly more complex than complex algebra. It basically means getting out of bed is hard and getting off the couch is even harder. You simply need too take a lot of rest.

So a lot of rest later and some running again got me back up. Still it’s a bit fuzzy but all in all I am back, and I really need to get back to planning.

April 2018 – Dividend

Well late this, very late almost June again and I hadn’t yet published my April dividend numbers. Nothing special , a nice growth comparing with last year. Which is the idea behind it all. Percentage wise it’s a ridiculous number, 263%. Totally due to first time dividend paying positions.
So it looks awesome but’s it’s simply just new funds that were added after they payed dividends last year.

The dividend investing strategy is being debated more and more in favor of a more growth focus strategy (I.e Netflix, Amazon , Tesla and so on). But for me this dividend focused strategy works fine, it’s simple and straightforward. Exactly what I need.

The numbers:

DateStockCurrencyAmount
30-04-2018Munich ReEUR197,80
26-04-2018Ahold Delhaize KonEUR63,00
26-04-2018Cisco systemsEUR7,63
25-04-2018General Electric CompanyEUR2,81
21-04-2018Jungheinrich AGEUR5,00
17-04-2018Icahn Enterprises LPEUR1,21
17-04-2018WP Carey Inc. REITEUR8,38
16-04-2018NedapEUR50,00
05-04-2018Vanguard FTSE AWEUR16,74
03-04-2018Coca Cola CompanyEUR5,85
03-04-2018Vanguard Dividend appreciationEUR0,90
TotalEUR359,32

Dusseldorf citytrip

Another experiment in my never-ending quest in how far can I take it without failing miserably. A citytrip to lovely Dusseldorf. And as with a lot of citytrips over the years , another marathon. My third Dusseldorf marathon. Preparations were not ideal. I could not escape the flu and I hurt my left leg during a random walking down the stairs, resulting in a bruised left calf. Hopefully I recovered just enough.

Combined with the anticipation of a long travel and hustle and bustle of a big city I was pretty nervous. But we were prepared, planned a full day for both the journeys , Saturdays an empty day , so staying sharp en fit for the marathon should be doable.

the outward journey didn’t go with the fast ICE due to maintenance , so we went with the regular train services. First off to Venlo, then a simple stop at every stop you can find train towards Dusseldorf. The trip went well and we arrived at noon. Luckily the room was ready and we just took it easy the rest of the afternoon.

We went for a walk and a lunch in the city , got my racing number and just walked around a bit. We ended up passing a truly giant supermarket just around the corner from our hotel. Got some breakfast stuff once we found it and took a break at the hotel. Late in the afternoon we went to our favorite Burger restaurant in Medienhafen.

Saturday morning after breakfast we went to Niederkassel for some relaxing and to visit the Japanese garden. Unfortunately it openend hours later so we went on a walk around the neighborhood. With a bit of coffee and cake on the way. A very beautiful place too live indeed. Lot’s of green , parks and cool houses. And very close to the city centre. Happy few only I’m afraid. After the nice walk we went back towards the city, grabbing lunch at our favorite breakfast lunch spot. It’s still there !

Back to the hotel after getting some supplies from the mega Edeka. Taking the afternoon to catch some sleep and make sure I get enough rest. Even dinner at the hotel with fresh salads bread and deserts and getting a nice early rest. Tomorrow is marathon day !

Sunday morning, marathon d-day, nerves are definitely at their post. Early breakfast and preparation time. Main question of the day is , do I have enough endurance to get to the finish line without breaking down at some point. Only one way to find out.

We walk towards the start , which is at 9:00 in the morning, via Altstadt where the last remaining people are kindly swept out of the bars. There was a bit of a celebration in the city due to the promotion of Fortuna Dusseldorf on Saturday.

This being a relatively small marathon, about 4000 runners, there is plenty of space to do a nice warm up at the start and my girlfriend is able to be at the starting grid. I did a few test sprints to see how well my left leg felt. It felt good which added to the confidence a bit

About 10 minutes before the start I get in my starting position and it starts to rain a bit. Because of the course spectators can actually see the runners a lot , the course returns in a small part of town a couple of times so they can easily walk and be on time at different points in the race. Fun and good for moral.

Een 10 minuten voor de start zoek ik mijn startvak op en begint het wat te regenen. Mijn vriendin kan gezellig naast het vak staan en gaat even later naar het eerste punt, door de opzet waarbij je steeds weer terugkomt in een klein deel van de stad is het ideaal voor toeschouwers en kunnen ze de lopers vaak voorbij zien komen. Leuk en goed voor de moraal.

It’s there start , and the running can begin, all nerves went away immediately , which always happens when I start running. I am in a group with pacers who have 3:14 as a goal. I know that is a bit of a stretch for me but for now the pace is good and being in a group provides some heat. Which is great because of the increasing rain. My liquid intake isn’t great apparently because I have to take 4 restroom breaks along the way. First 2 times I got back with the group but I gave up on that because it took too much of my energy.

I am in a good pace and feel good, I take a drink at every stop and some gels and bananas. While running thru Niederkassel and Oberkassel the rain really starts pouring and I am soaked and a bit cold. Mainly on the return trip over the bridge. I still maintain a nice pace, After 30 K my legs het heavy and I can’t keep the pace. Which is fine by me and I decide not too force anything and stay in one piece. Just maintaining pace as much as possible which works great. In my mind I reached the giant 40 K sticker on the road pretty fast and the sun has started drying me and warming me up. Which is nice. The final stretch downhill towards the finish line and I am there. As usual my muscles immediately stop working after crossing the finish line, which is always a bit of a strange feeling. As is the time my watch tells me 3:21:11, en new course record. For me that is. I am extremely pleased , not one moment of pain or troubles along the way. Race seemed over before I knew it. Another milestone , in experience and running.

After the finish we find each other again and go for a curryworst lunch. Getting some food in is always great. Afterwards we walk back to the hotel and the sun is still shining. At the end of the afternoon we go to Medienhafen and get a drink and some sunshine. It’s hot by now. We walk back to the hotel via an unknown part of the city which has nice shops and restaurants. A new discovery for future visits.

Dinner is at a Thai restaurant near the hotel and an early bed , travel time tomorrow. Weather the next day is bad , well luckily travel time which went well as well and we are back home in the afternoon.

This citytrip went well and has given me a lot of insight in how to plan a trip. Running a great marathon was a very nice bonus. This learning experience has given me a lot of hope in getting on with our main hobby. Traveling.

Portfolio news – Januari, Februari and March 2018 changes

It’s been a few months since the last portfolio update. It’s been mainly just adding to the ETF’s I selected because there is still a imbalance between my hand picked stocks and the ETF’s. But I am on track towards getting the balance right.

So I am focussing my attention more on picking some new stocks and adding to existing positions. I added to my positions in Munich Re, ASM International and Amsterdam commodities. Jungheinrich is a new addition, it’s active in logistical systems and warehousing. Technical company and with the growing need for smart warehousing it’s a good company to be invested in, in a growing market for now. Until we finally realize we don’t need all that stuff in our lives. It’s also paying a nice dividend. So for now it’s in the portfolio.

I sold ONEOK , one of the US leading natural gas suppliers. It has served the portfolio well with a nice increase in share price and a healthy stream of dividends. I made a solid profit on it and the reason for the sell is part of a broader idea in my investing away from fossil fuels and into other forms of energy. It’s still in the ETF’s and I am still invested in old world energy but it’s time to reduce it and get it to zero.

It’s a bit hard getting in with the real promising company’s as a lot of them are not listed on any stock exchange just yet, which is unfortunate. Well there’s Tesla, but that’s not really my cup of tea investing wise. But I am keeping an eye out and trying getting as much information as I can.

One of the company’s I am checking out is Umicore, which is big in recycling and material research and development. I have some work left to do so I when I’m finished I’ll share my findings.