July was a frenzied month, with all my attention almost entirely focussed on my move from Germany to my new home in Ecuador. Filled with a sheer never-ending wave of goodbyes and (at times tear-stained) farewells from family, friends, colleagues, my students, my basketball groups, pets, Hamburg and so on, I was worn out by the end of it.
Especially stressful was cleaning up the apartment and moving with our belongings temporarily to my parents' home before then going to the airport with 3 suitcases, a back-pack and a good deal of hope of having taken the right decision. Considering that our apartment was fully equipped with everything one needs (including furniture), I was somewhat amazed at the amount of sheer stuff that one nonetheless accumulates over almost 7 years. As I started to pack, I realized there was no chance I would be able to take it all to my parents' home, so I had to start selling, giving away or at times also just throwing away stuff.
This fact gave me a new sense of appreciation for a way of minimalism, which I hope to cultivate more here in my new home. This task of clearing out, of deciding what I will keep on having and what I can do without, also led me to somewhat tinkering with my portfolio and selling some smaller and/or underperforming positions and consolidating already existing ones. This is not yet fully done, but I hope to have more time in the future to further simplify my portfolio. Having over 100 positions is for me (at this stage, exhausted by recent events) not the way to go.
I arrived here in Ecuador (Quito) now almost 1 week ago. Having been here before multiple times, I was somewhat immume to the culture shock that one tends to have when one comes here for the first time. Still, it is somewhat daunting to think about the fact that this is in fact my new home for (at least) the next 2 years and not just a summer vacation, which it still feels like at this moment.
For now, I am staying at the house of my girlfriend's mum, but we're hoping to have our own place soon and are currently busy flat-hunting, which is difficult in a city as big such as Quito, especially when you consider the fairly underdeveloped (and at times seriously dangerous) public transportation. Hoping to have an apartment soon, I might be able to still have some days off before the school year starts here. Fingers crossed we'll find something decent in the next few days.
As you might have surmised by the text above, the whole month in the stock market passed me by and I literally today just had a somewhat perfunctionary look at my folio and added the dividends. Without having done a deep dive, the stock market seems to have been fine for the last month. As for dividends, I collected 660,50€ from 37 stocks and/or funds, which is very decent after the new heights reached in June. The next few months, you might see a shorter list of stocks/funds as I try to clear out my somewhat messy portfolio. Till then, my new adventure awaits.
- iShares Stoxx Global Select Dividend 100: 160,40
- WisdomTree Emerging Markets Equity Income: 118,67
- Goldman Sachs BDC: 57,00
- Agree Realty: 30,78
- Realty Income: 30,32
- WP Carey: 27,51
- FS KKR Capital: 27,50
- Blue Owl Capital: 24,53
- Starwood Property: 20,29
- Philip Morris: 17,88
- Main Street Capital: 15,82
- Altria Group: 12,98
- WisdomTree Global Quality Dividend Growth: 12,72
- Total Energies: 9,47
- JPMorgan Nasdaq Equity Premium Income Active ETF: 9,31
- Vanguard USD Emerging Markets Government Bond: 9,01
- Iron Mountain: 7,97
- Vici Properties: 7,12
- Blackstone Secured Lending: 5,42
- Bank of Nova Scotia: 5,32
- Medical Properties Trust: 5,13
- Innovative Industrial Properties: 4,72
- Coca-Cola: 4,34
- CII: 4,23
- BSTZ: 4,05
- JPMorgan: 3,62
- BUI: 2,78
- CSQ: 2,59
- LTC Properties: 2,11
- SL Green Realty: 1,80
- RQI: 1,73
- RNP: 1,69
- Global X S&P 500 Covered Call: 1,48
- Incomeshares Gold + Yield ETP: 1,36
- Hannon Armstrong Sustainable Infrastructure: 1,06
- Horizon Technology: 0,69
- Stag Industrial: 0,39
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