The portfolio in May has seen one new addition. Amsterdam commodities otherwise known as Acomo. It’s a trader in all sorts of agricultural products, they trade seeds, nuts, tea and all sorts of other ingredients.
They have a healthy dividend stream and I think the commodities trade will pick up more in the not to distant future, especially food related.
Some further information can be found on their website. Acomo 5 year numbers
Another month has passed and its time again for the dividends. A nice month.
I will be reinvesting all dividend’s, and hopefully this will lead to more growth in the portfolio.
Dividends without the tax:
4-mei Dividend (AHOLD KON) EUR 5,20
12-mei Dividend (NSI) EUR 14,00
12-mei Dividend (K+S AG NA O.N) EUR 28,75
12-mei Dividend (APPLE INC. – COMMON ST) USD 5,04
13-mei Dividend (ADIDAS AG NA O.N) EUR 8,00
13-mei Dividend (ONEOK INC. COMMON STO) USD 5,44
20-mei Dividend (Product: ACCELL GROUP) EUR 7,20
Total EUR 73,63
Another great techno find for me last week, the album Stowaway by Ansome. Discovered it after I bought a new EP by Perc and checked out other releases on the label.
Exactly my kind of Techno, dark and relentless, like an old locomotive. Poldark and Back alley Sally are the favorites for me at the moment. But the whole album is excellent.
Recently I started taking a camera with me most of the time. When I go walking, or just go to the city. I walk a lot at the moment so i get some nice opportunities to take a few pictures.
Mostly Graffiti and Street photography. These pictures were taken with a Minolta XG1 , it’s an old camera which I borrowed from a good friend. The first film has been developed now and here are a few of them. It contains two pictures of which I also took pictures with my digital camera. See the old post :).
First time I am shooting with film and I made a few mistakes with the light and some other errors. I enjoyed it very much. It’s just relaxing. Which I need at the moment.
Another month and a few new additions to the Portfolio. First is NSI , which is a real estate company. They have offices and shopping malls they rent out, a tricky business at the moment. They offer full service solutions and advise as well. Which I think is the way forward, not just rent it out and see if the renter makes it but help their business as well.
So that makes this purchase one with a bit more risk. It’s relatively cheap and pay’s nice dividend, just under 4% of current share price. The debt is reasonable and should not be a problem in the coming years. The have an occupancy rate of around 77% which is not bad.
Next additions are too existing positions, Coca Cola and Munich Re. Coca Cola got a bit beaten up on the day when the results came out. So I bought some. Making the position up too par within the portfolio.
Munich Re has been available with a bit of a discount , and needed to be more in line with the rest of the portfolio. It’s a very stable company with a impressive history and solid dividend payments.
I always like to watch the dividends come in. Someone famous said something along those lines. I need to lookup the exact quote.
Well it’s a lot of fun. This month has been a good month. Next few months will be a bit more slow dividend wise.
Anyway, these are the numbers. I will be posting about the April additions to the portfolio somewhere next weekend. Enjoy your weekend!
In Euro without the tax :
1/04/2016 Dividend (COCA-COLA COMPANY (THE) EUR 2,63
11/04/2016 Dividend (NEDAP) EUR 25,60
12/04/2016 Dividend (ICAHN ENTERPRISES L.P.) EUR 1,13
15/04/2016 Dividend (W.P. CAREY INC. REIT) EUR 7,32
19/04/2016 Dividend (WHOLE FOODS MARKET IN) EUR 1,02
25/04/2016 Dividend (Product: GENERAL ELECTRIC COMPA) EUR 1,73
27/04/2016 Dividend (Product: CISCO SYSTEMS INC. -) EUR 5,47
28/04/2016 Dividend (Product: MUENCH.RUECKVERS.VNA O.N) EUR 41,25
29/04/2016 Dividend (Product: DOW CHEMICAL COMPANY) EUR 3,93
Total 90,08
Edit 03/05/2016. Forgot the Dow Chemical dividend. Added it.
I didn’t know about these two working together , but it’s very good and inspiring, In Berlin they did a session at Loop 2015. Explaining the methods and ways they improvise at the concerts. I am going to check out more from them.
Cool session with Paula Temple, always cool to check out other people’s work flow.
Well, as always late to the party. The earlier releases by Moderat are still on the ‘to listen’ list. But today I browsed around the internet and found out that Moderat III was out.
Opened Spotify and started listening. And started with Moderat II instead of III. So this is a review of II, an album from 2013.
Just what I needed on this Sunday afternoon being exhausted and moody because of it. Very chilled out tracks and very well produced.
Bad kingdom has very nice beats and a good vocal, a good track for driving through mountains. The next song versions bubbled along and has a sort of break beat feel to it, at least that’s what I made of it.
Let in the light is a very nice background track for working , gently flowing. Can see myself playing it with a cup of coffee in the morning as well.
Milk somehow got on my nerves. Skipped it after a while. Don’t know exactly why.
Nice beats again on Therapy, bit more busy as well , really liked this one. The next song Gita wasn’t for me. Ilona was a good one again with a nice vibe and cool beats. Damage done and this time just passed by and I wasn’t really listening any more. Good chilled out music and a nice album overall.