2021-11 Dividend Income Report

Here is the dividend income report for November, 2021.

The monthly dividend income came out to $166.06. The yearly income total for 2021 through the end of the month was $7542.93.

The income for November 2020 was $196.63, and the yearly income for 2020 through the end of November was $7050.91.

I have not started using Org Mode to take notes on conference calls. I am still going through all of the notes I have collected on various topics throughout the years. Some of them will show up as insightful and profound posts on this blog. If any of the fit ladies out there are sapiosexuals, this blog is your one-stop shop for everything you need.

The interest income is still declining, but I think it may have bottomed out. I still think a big factor in the inflation we are seeing is trade routes being disrupted: People started buying more stuff from China, so transit across the Pacific is more profitable than other routes. A lot of people think it is all “money printing”. There was a lot of “money printing” after the Great Financial Crisis. While it impacted asset prices (and things Paul Singer can afford that I cannot), I do not recall prices at the grocery store going up. I am not saying money printing has no effect, but the people saying so this time sound like (and in many cases are) the same people who priedicted disaster the last time. If all these bozos who think the Federal Reserve and the federal government are the source of all the world’s problems, perhaps they can explain why big chunks of the private sector cannot figure out a way to make money other than playing financial games (like stock buybacks). If you think the private sector is the solution to every problem, then stop blaming everything on the government.

As a commenter on Hacker News put it in 2016: “Indeed – as Krugman keeps going on about, there’s little risk of ‘classical’ inflation. What there is is a lot of complaining from the rentier class (and some of the better off pensioners) that they can’t make 4% for doing nothing any more.”

At least this time nobody is comparing the USA to Weimar Germany or Zimbabwe. Which is ironic, because this time inflation is worse than it was a decade ago. So maybe some of these conservative bozos are slowly learning something. I think if the shipping industry can get things sorted out, things will get better (although I am sure that there is probably some manipulation going on as well). One of the things I have noticed while cleaning my notes up in my migration to Org is that I have a lot of sites flagged as potential economic indicators and a lot that are news sites about specific industries. I will be on the lookout for some about the shipping industry.

I think the Fed should raise interest rates. It would lower stock prices and PE ratios (which is good for a dividend investor), force companies to figure out how to make money in their nominal industries, kill companies that should not be living, and probably kill a lot of cryptocurrencies.

I really really really really really hate my job and I am thinking about quitting and learning technology that interests me. I have some money saved up. I don’t know how bad inflation will get, but I should have enough for about a year and a half, maybe two and a half. If I leave, my 301K can be moved to my Roth IRA, and I will start getting a lot more money each month. Maybe I already do have enough to retire.

Here is a table with the year-to-date amounts, the monthly amounts, and the three- and twelve-month moving averages for each November from 2011 through 2021:

Month YTD Amount 3MMA 12MMA
2021-11 $7542.93 $166.06 $824.63 $919.46
2020-11 $7050.91 $196.63 $742.84 $885.10
2019-11 $6904.00 $126.48 $843.65 $768.17
2018-11 $4657.77 $50.86 $562.56 $541.30
2017-11 $5699.20 $560.60 $559.31 $560.58
2016-11 $5048.77 $506.98 $502.98 $500.27
2015-11 $4517.55 $460.83 $477.55 $452.28
2014-11 $3528.16 $291.27 $357.30 $343.53
2013-11 $2811.61 $252.75 $277.74 $291.48
2012-11 $2898.91 $247.99 $262.78 $284.49
2011-11 $2577.05 $246.37 $232.84 $240.81

Here are the securities and the income amounts for November, 2021:

  • Vanguard Total Bond Market ETF: $134.58
  • Vanguard Total International Bond ETF: $8.57
  • Gladstone Land: $22.91

Big Jim has many thoughts, and they are very deep.

Painting by the Master of San Martino, made between 1270 and 1290, hanging in National Museum of San Matteo, Pisa, image from Wikimedia, assumed allowed under Public Domain.

Thoughts On Fitness and Fatness

Well, I am fat. Fatty fatty fat fat fat. And I do not like it. Too little exercise, too much junk. I am not going to go on and on about how all bodies are beautiful, because frankly that is not true.

I don’t have a problem with stairs, but sometimes I am out of breath after checking the mail. The weight is starting to hurt my back.

Recently I went to Walmart, parked in the rear of the parking lot, walked into the store, walked to the other end of the store, then back out and back to my car. I was out of breath. I realized, “I am one of them. I am one of the People of Walmart.” Go to that site and weep for the huge manatee.

I starting spending time with a Daoist group in Austin, and they do some guided meditations. One of them is supposed to improve your health and extend your life. The instructor said there was a student who drank lots of soda. One day after doing this meditation for years, when he took a drink of soda, he vomitted it out, and had not touched soda since. I decided I would do this meditation on a regular basis, and in the meantime gorge on junk until my body rejects it. I found out this prior student had been doing this meditation for several years before the incident related above, far longer than I have been doing it. And my stomach is getting bigger and bigger, and so far my body shows no signs of rejecting junk.

In regular Daoist meditation, you are not supposed to control the breath. Just breathe naturally, and let the breath get longer and longer. But when you get fatter and fatter, your breath gets shorter. My stomach is already out as far as it can go, and I guess there is a lot of padding inside preventing it from going in too far. So my breaths are very short.

I have not been tested, but I wonder if I came down with a mild case of COVID. Shortness of breath is a symptom, and it has long-term affects on peoples’ lungs. So I am having trouble exercising and meditating, and I was hoping those would reinforce each other.

I have heard of a few neigong instructors who might be able to help me with my breath, so I will look into this further. I have also started doing some breathing exercises in the morning (in for 7 seconds, hold for 2, out for 14, hold for 2) for five minutes. I think this can help improve lung capacity.

It might be time to give up junk food. Easier said than done. Maybe I am still clinging to the old definition and use of the word “diet”.

I am still exercising, just not as much as I should. Part of the issue is my sleep schedule. Most nights I get really tired around 7 to 8 PM, which is the best time for me to exercise.

I did make some progress on squat thrusts. I was running out of breath, but I got better at coordinating my breathing. I exhale before I start a set. So I am inhaling on the way down, and exhaling as I am standing up. I think for a while I was unconsciously holding my breath and generally not paying attention.

I have also been working with where to place my fists. I think it can affect which part of my legs experience muscle growth. Too much adductor growth crowds the boys out. Putting my fists about a foot in front of my feet helps, but it is murder on my back. I have started putting them next to my feet (or using boards next to my feet) and that seems to help. I am also working on flexibility.

A week ago I worked out in an unused section of my complex’s parking lot, and included a set of shuttle runs. I first did them a few years ago. They are really hard, but are really good. I started them up again at a gym just before Coronavirus. Hopefully I will be able to include them some more in the future.

Squat thrusts and shuttle runs both seem to push my body more than anything. If I want to have the body of an Adonis that will drive the ladies wild, I will have to keep doing them. Every time I resume them, I can only do sets of 5 every minute, and I have to work up to doing sets of 10 a minute. Sometimes I can get to sets of 12 a minute. (I do exercises in super-sets of 5 minutes.) Ideally I would like to be able to do sets of 20 a minute for 30 minutes. I think if I could do that, I would be an unstoppable superman.

In addition to sets of squat thrusts and the occasional shuttle run, I also do sets of kicks. I realized today that I might be getting larger inner thighs because of the kicks. I might just do lots and lots of squat thrusts for a while to see what happens.

Big Jim doesn’t like his own body when it’s flabby, so don’t expect him to like yours when it’s flabby either. BTW: his stomach is not the reason he’s called “Big Jim”.

Adam and Eve (1907) by Julius Paulsen (1860-1940) assumed allowed under Public Domain.

2021-10 Dividend Income Report

Here is the dividend income report for October, 2021.

The monthly dividend income came out to $465.25. The yearly income total for 2021 through the end of the month was $7376.87.

The income for October 2020 was $195.26, and the yearly income for 2020 through the end of October was $6854.28.

Once again, VPU was late. I am still considering getting another utility ETF.

I have started using Org Mode again. I have not gotten to listening to any conference calls, but that is coming up soon.

I recently found out about the Morningstar Wide Moat Index, which is pretty much what it sounds like. There is also an ETF for the index run by Van Eck. Per their site, “Moat investing is based on a simple concept: Invest in companies with sustainable competitive advantages trading at attractive valuations.” I think the term originated with Warren Buffett. Another good definition of a “wide moat” is high barriers to entry. (Also see other pages at this link and this link.)

One good way to find good stocks is to let someone else do the work. There are a few dividend achievers in the wide moat index. Granted, I will not just take their ideas without considering them. I don’t know what their methodology is. Morningstar has a PDF on their site with their rules on selection for the index, but they are not too helpful. They select companies based on “fair value” (which I could probably calculate myself) and with “an economic moat rating of wide by Morningstar’s Equity Research team”. How they come up with a rating of “wide” is not really explained. Sort of like the index used in a Vanguard fund that had “additional proprietary eligibility”.

I do question some of their selections. Wells Fargo was in the index until recently. Is cheating customers, getting dragged in front of Congress and replacing your CEO a wide moat? Another member is Boeing. Again, I don’t know what a “wide moat” would be in aviation, but I am guessing building planes that cannot stay in the sky is not it.

However, there are a few companies in the index that are also dividend achievers:

  • BMY Bristol-Myers Squibb Co
  • CHRW Ch Robinson Worldwide Inc
  • CMCSA Comcast Corp
  • EMR Emerson Electric Co
  • GD General Dynamics Corp
  • GILD Gilead Sciences Inc
  • ICE Intercontinental Exchange Inc
  • INTC Intel Corp
  • K Kellogg Co
  • KLAC Kla Corp
  • KO Coca-Cola Co
  • LMT Lockheed Martin Corp
  • LRCX Lam Research Corp
  • MAS Masco Corp
  • MCD Mcdonald’s Corp
  • MCHP Microchip Technology Inc
  • MDT Medtronic Plc
  • MO Altria Group Inc
  • MRK Merck & Co Inc
  • MSFT Microsoft Corp
  • PFE Pfizer Inc
  • PII Polaris Inc
  • PM Philip Morris International Inc
  • ROP Roper Technologies Inc
  • RTX Raytheon Technologies Corp
  • STZ Constellation Brands Inc
  • WU Western Union Co

Here is a table with the year-to-date amounts, the monthly amounts, and the three- and twelve-month moving averages for each October from 2011 through 2021:

Month YTD Amount 3MMA 12MMA
2021-10 $7376.87 $465.25 $838.41 $922.01
2020-10 $6854.28 $195.26 $745.73 $879.26
2019-10 $6777.52 $291.83 $822.53 $761.86
2018-10 $4606.91 $1130.39 $561.66 $583.77
2017-10 $5138.63 $341.83 $566.34 $556.11
2016-10 $4541.79 $281.09 $508.05 $496.43
2015-10 $4056.72 $312.23 $459.42 $438.15
2014-10 $3236.89 $243.87 $368.19 $340.32
2013-10 $2558.86 $184.81 $295.19 $291.08
2012-10 $2650.92 $225.14 $285.46 $284.35
2011-10 $2330.68 $208.90 $258.17 $238.44

 

Big Jim does not like the Gutenberg editor.

“The Immaculate Conception” by Anton Raphael Mengs (22 March 1728 – 29 June 1779), image from Museo Del Prado, assumed allowed under Public Domain.

2021-09 Dividend Income Report

Here is the dividend income report for September, 2021.

The monthly dividend income came out to $1842.58. The yearly income total for 2021 through the end of the month was $6911.62.

The income for September 2020 was $1836.64, and the yearly income for 2020 through the end of September was $6659.02.

I have seen inflation at the grocery store. I can’t say I have seen inflation at the gas pump since I do not drive as much as I used to, and aside from food and gas I don’t buy much. I am reluctant to say that there is persistent inflation, at least not until Paul Krugman says so. I am seeing a lot of articles online saying there is a lot of inflation, and how everyone at the Fed is an idiot. To me, this feels a lot like the Great Recession and its aftermath: A lot of people insisted hyperinflation was around the corner, and at the end of the day the only proof was the intensity of their convictions. The sense of superiority people get from Pessimism Porn is a helluva drug.

There has to be a neologism based on Schadenfreude for this sense of superiority people feel for a disaster that never happens.

It seems like people expect the Fed and government statisticians to be perfect all the time, and if anything the Fed says doesn’t match up with their personal situation, then they just write off the Fed. The Federal Reserve (and economists in general) are trying to understand pretty much the whole world. If your experience doesn’t line up, then maybe you are the oddball.

Krugman recently blogged about this in a post titled Wonking Out: Who knew used cars and shipping containers would matter so much?

I used to describe national income accounting — G.D.P. and all that — as a peculiarly boring form of science fiction. That’s not to say that the statisticians just make things up; they try really hard, and their work is immensely valuable. It’s just that any close look at how the numbers are constructed reveals that data coverage is always incomplete and the gaps are filled in with estimates and imputations.

President of the Federal Reserve Bank of St. Louis James B. Bullard has said that the FOMC takes headline inflation into account. I will put reading some of the Fed’s reports on my ever-expanding to-do list. It’s like “Thanks Obama” has been replaced with “Thanks Fed”.

The Billion Prices Project has shown over the past decade that inflation is pretty much what the Fed said it was, even during the last hyperinflation scare. So score one for the Feds.

We have had asset inflation for a while: real estate, stock prices, etc, as Paul Singer reminded us. He was widely and deservedly mocked for this call, since a lot of prices did not rise just because billionaires are paying more for their toys. I think this time there is going to be some consumer inflation, but the cause is supply chain disruptions. I don’t think it has as much, if anything, to do with the money supply. A lot of businesses were closed, and people suddenly shifted what they were spending their money on. This changed shipping patterns: more electronics out of Asia, less grain out of the Midwest.

Maybe the reason the Fed is reluctant to say there is a more inflation because a lot of it is due to imbalances in shipping. And shipping is done by the private sector. All you Fed-haters remember the private sector, don’t you? The guys who can take care of imbalances on their own, right? Maybe the Fed is assuming that the private sector will live up to its reputation and get the empty containers to the exporters. I don’t know if that will affect the chip shortage; perhaps part of the chip shortage is due to a container shortage for chip parts (such as the metals for the chips). Unless the industry is being really stupid and making more containers and just making the pile of empty containers a LOT bigger. If that is happening, then we could be hurting for a while. I know that shipping empty containers is probably very expensive, but I have also read that the rates for some routes has more than doubled. It seems like there is a tipping point where moving empty containers is worth it.

It is interesting to me that people who think it’s naive to believe everything you hear also think it is wisdom to dismiss everything you hear. I think both positions are more alike than different.

I also plan on getting back to learning about Org Mode, and getting back to listening and taking notes on the conference calls for the REITs that I already own and am thinking about getting into.

I also plan on getting back into a few stocks in addition to the REITs. I know I got out of individual stocks because I got tired of entering information into a spreadsheet and GnuCash but unlike income from DGI ETFs, income from DGI stocks tends to go steadily upward. I am considering looking at a couple of bank stocks that pay in “A” months: Busey Bank and Bank OZK. I used to have an account at Busy Bank when I was at Moo of I.

Here is a table with the year-to-date amounts, the monthly amounts, and the three- and twelve-month moving averages for each September from 2011 through 2021:

Month YTD Amount 3MMA 12MMA
2021-09 $6911.62 $1842.58 $749.74 $899.51
2020-09 $6659.02 $1836.64 $750.42 $887.30
2019-09 $6485.69 $2112.65 $744.85 $831.74
2018-09 $3476.52 $506.44 $430.49 $518.06
2017-09 $4796.80 $775.50 $562.76 $551.05
2016-09 $4260.70 $720.86 $505.47 $499.02
2015-09 $3744.49 $659.59 $443.06 $432.46
2014-09 $2993.02 $536.75 $353.04 $335.39
2013-09 $2374.05 $395.65 $293.78 $294.44
2012-09 $2425.78 $315.21 $283.66 $283.00
2011-09 $2121.78 $243.26 $256.81 $233.01

 

Here are the securities and the income amounts for September, 2021:

  • Vanguard Total Bond Market ETF: $135.17
  • Vanguard Total International Bond ETF: $8.80
  • RLI Corp: $26.32
  • SPDR S&P Dividend ETF: $908.16
  • SPDR S&P Global Dividend ETF: $701.60
  • Global X S&P 500 Covered Call ETF: $39.76
  • Gladstone Land: $22.77

Big Jim is getting back into his routine.

Painting of the Massacre of the Innocents by Guido of Siena (13th Century), assumed allowed under Public Domain.

2021-08 Dividend Income Report

Here is the dividend income report for August, 2021.

The monthly dividend income came out to $207.39. The yearly income total for 2021 through the end of the month was $5069.04.

The income for August 2020 was $205.28, and the yearly income for 2020 through the end of August was $4822.38.

I have not had a lot of time to blog. I know I said last month I would have more this month, but I was busy again. Perhaps in the report for September I will go into my views on what is going on and what my plans are.

Here is a table with the year-to-date amounts, the monthly amounts, and the three- and twelve-month moving averages for each August from 2011 through 2021:

Month YTD Amount 3MMA 12MMA
2021-08 $5069.04 $207.39 $856.33 $899.01
2020-08 $4822.38 $205.28 $790.58 $910.30
2019-08 $4373.04 $63.10 $788.78 $697.89
2018-08 $2970.08 $48.14 $549.51 $540.48
2017-08 $4021.30 $581.69 $558.23 $546.50
2016-08 $3539.84 $522.20 $493.44 $493.92
2015-08 $3084.90 $406.45 $427.26 $422.22
2014-08 $2456.27 $323.94 $348.41 $323.64
2013-08 $1978.40 $305.11 $279.05 $287.74
2012-08 $2110.57 $316.04 $280.53 $277.00
2011-08 $1878.52 $322.35 $254.56 $225.45

 

Here are the securities and the income amounts for August, 2021:

  • Vanguard Total Bond Market ETF: $136.02
  • Vanguard Total International Bond ETF: $8.88
  • Gladstone Land: $22.73
  • Global X S&P 500 Covered Call ETF: $39.76

Big Jim was surprised to find out that although El Greco painted a lot of religious subjects (some multiple times), El Greco never painted the Transfiguration.

“The Annunciation”, El Greco (1541 – 7 April 1614), in the Museo del Prado, assumed allowed under Fair Use.

2021-07 Dividend Income Report

Here is the dividend income report for July, 2021.

The monthly dividend income came out to $199.25. The yearly income total for 2021 through the end of the month was $4861.65.

The income for July 2020 was $209.33, and the yearly income for 2020 through the end of July was $4617.10.

I have not had a lot of time to blog, so since I am posting this on the last day of the month, I will put any notes/thoughts/commentary in the dividend income report for August, 2021.

Here is a table with the year-to-date amounts, the monthly amounts, and the three- and twelve-month moving averages for each July from 2011 through 2021:

Month YTD Amount 3MMA 12MMA
2021-07 $4861.65 $199.25 $840.85 $898.84
2020-07 $4617.10 $209.33 $781.84 $898.46
2019-07 $4309.94 $58.79 $818.06 $696.65
2018-07 $2921.94 $736.90 $548.35 $584.94
2017-07 $3439.61 $331.08 $541.56 $541.54
2016-07 $3017.64 $273.36 $464.99 $484.27
2015-07 $2678.45 $263.13 $412.44 $415.35
2014-07 $2132.33 $198.43 $333.77 $322.07
2013-07 $1673.29 $180.57 $258.23 $288.65
2012-07 $1794.53 $219.72 $261.24 $277.53
2011-07 $1556.17 $204.83 $235.96 $211.69

 

Here are the securities and the income amounts for July, 2021:

  • Vanguard Total Bond Market ETF: $131.83
  • Vanguard Total International Bond ETF: $9.09
  • Global X S&P 500 Covered Call ETF: $35.65
  • Gladstone Land: $22.68

Big Jim was busy this month.

The Annunciation by Nicolas Poussin (1594 – 1665); image from Wikipedia, assumed allowed under Fair Use.

2021-06 Dividend Income Report

Here is the dividend income report for June, 2021.

The monthly dividend income came out to $2162.36. The yearly income total for 2021 through the end of the month was $4662.40.

The income for June 2020 was $1957.12, and the yearly income for 2020 through the end of June was $4407.77.

I did not have a lot of time to listen to any earnings calls, or study more Org mode. I was busy with the job that I really really really really really hate. I might just quit and take a break. If I did that, I would be able to put my Roth 401k money into my Roth IRA.

I keep hearing some rumblings about inflation. I have not seen any prices go up, but they might soon. Inflation has been pretty low for ten years. It has to come back at some point. The worst part about it is that all the morons who have been predicting Weimar/Zimbabwe levels of inflation every day for about a dozen years regardless of the circumstances will insist they were right all along. There are a lot of people who think they are smarter than everyone else because they think the world is about to end, even though their predictions have been wrong for years. The Wikipedia article on pessimism porn goes into this. (Many people who will be screaming “I told you so” and leaving out the “..regardless of the facts” will be Glibertarians and fans of the “Austrian school“.)

In the past month, the site Investment Talk had a guest interview with a blogger I follow, Dividend Growth Investor. He is referred to in the article by the initials “DGI”, and his identity is not revealed.

During the interview, he mentioned the Coffee Can Portfolio. The basic idea is you find 20 or so companies that you think have good prospects, buy shares, and never sell. The site Coffee Can Portfolio looks like it veers into right-wing nutjob land. The idea of buying good, strong companies and never selling is one that I support (it is the basic thesis of dividend growth investing, except I let S&P do the work for me), but any site that publishes endorsements from Marc Faber and Michal Pento (who used to work for Peter Schiff), and one from a reader who praises the author’s “really profound insights into what’s going on in the world from an Austrian perspective” is one I would avoid. I don’t think the person running that site and newsletter has any connection to the person who came up with the phrase “Coffee Can Portfolio”. From what I can tell, the phrase (and idea) came from a guy named “Robert Kirby”, but not the one who arranged string quartets for Elvis Costello and Elton John  or the one who jokes about Mormons.

The idea is explained here on a site with text that is hard to read or here or here.

Before banking was widespread, people would stick valuable things in an old coffee can, and put it in a cabinet, a shelf, under a bed, or in a closet, and they would rarely touch the can or its contents. The idea came to Kirby after he looked at the portfolio of a married couple after the husband’s death. She followed Kirby’s stock advice, both buying and selling. The husband bought per the recommendations, but never sold. The husband’s portfolio was bigger than hers. Some of his stocks went down, some has done well, and one had done so well it was bigger than her entire portfolio.

Maybe I should get back out of ETFs and into individual stocks again. There are about 700 stocks on the Dividend Radar spreadsheet (formerly the Dividend Champions spreadsheet). At least for American stocks, if a company does not cut its dividend, the income will keep going up. I am not too sure why the amounts from the ETFs are inconsistent. Granted, I stopped because it is a bear (no pun intended) keeping track of a lot of stocks in a spreadsheet or finance program.

In the interview, DGI also mentioned the Voya Corporate Leaders Trust (although not by name) LEXCX; Yahoo Finance page here. It started in 1935. It is a unit investment trust, and not a mutual fund; mutual funds started with the Investment Company Act of 1940. It is prohibited from selling. All the changes in the portfolio are due to mergers, acquisitions and spin-offs. It has not done as well as the S&P 500, so I guess we have to score this one for indexing.

Still, I bet most people who day trade would have been better off in LEXCX.

Here is a table with the year-to-date amounts, the monthly amounts, and the three- and twelve-month moving averages for each June from 2011 through 2021:

Month YTD Amount 3MMA 12MMA
2021-06 $4662.40 $2162.36 $861.08 $899.68
2020-06 $4407.77 $1957.12 $778.78 $885.91
2019-06 $4251.15 $2244.44 $959.55 $753.16
2018-06 $2185.04 $863.49 $319.68 $551.12
2017-06 $3108.53 $761.91 $539.42 $536.73
2016-06 $2744.28 $684.76 $464.00 $483.42
2015-06 $2415.32 $612.21 $411.83 $409.95
2014-06 $1933.90 $522.86 $333.10 $320.58
2013-06 $1492.72 $351.48 $257.79 $291.91
2012-06 $1574.81 $305.84 $260.85 $276.29
2011-06 $1351.34 $236.50 $235.38 $203.23

 

Here are the securities and the income amounts for June, 2021:

  • Global X S&P 500 Covered Call ETF: $34.80
  • Vanguard Total Bond Market ETF: $133.99
  • Vanguard Total International Bond ETF: $8.93
  • RLI Corp: $26.26
  • SPDR S&P Dividend ETF: $811.07
  • Vanguard Utilities ETF: $225.51
  • SPDR S&P Global Dividend ETF: $858.59
  • Global X S&P 500 Covered Call ETF: $40.62
  • Gladstone Land: $22.59

Big Jim says: Ask not at whom the mullet sneers, it sneers at thee.

Image from Google search, assumed allowed under Fair Use. Painting of adoration of the Magi by Duccio di Buoninsegna (c. 1255–1260 – c. 1318–1319), aka “The Duce”.

2021-05 Dividend Income Report

Here is the dividend income report for May, 2021.

The monthly dividend income came out to $160.93. The yearly income total for 2021 through the end of the month was $2500.04.

The income for May, 2020 was $179.08, and the yearly income for 2020 through the end of May was $2450.65.

LAND paid out five cents more than it did last month. Because the price rose, the income was not quite enough to buy another share. It is another data point that is making me wonder if I will be eating dog food in the dark in my later years. I have some money in a taxable cash account at a broker. I might “put that money to work” as they say in the investing business. But I worry that I might need it for savings. I really really really really really hate my job, and sometimes think about just quitting. I would need that money. But I might need it more later. Who knows?

I have started to listen to earnings calls for another REIT. I am looking at STAG. I am tracking these in Org mode. Hopefully learning more Org mode will change my life.

Here is a table with the year-to-date amounts, the monthly amounts, and the three- and twelve-month moving averages for each May from 2011 through 2021:

Month YTD Amount 3MMA 12MMA
2021-05 $2500.04 $160.93 $742.94 $882.58
2020-05 $2450.65 $179.08 $747.49 $909.85
2019-05 $2006.71 $150.95 $592.51 $638.08
2018-05 $1321.55 $44.66 $398.51 $542.66
2017-05 $2346.62 $531.68 $553.90 $530.30
2016-05 $2059.52 $436.85 $479.79 $477.37
2015-05 $1803.11 $361.99 $411.92 $402.51
2014-05 $1411.19 $280.01 $304.77 $306.30
2013-05 $1141.24 $242.65 $260.91 $288.11
2012-05 $1268.97 $258.15 $257.13 $270.51
2011-05 $1114.84 $266.55 $233.03 $194.61

 

Here are the securities and the income amounts for May, 2021:

  • Vanguard Total Bond Market ETF: $129.89
  • Vanguard Total International Bond ETF: $8.49
  • Gladstone Land: $22.55

Big Jim is learning Org Mode to change his life.

“Horse Head” (1815) by  Théodore Géricault (26 September 1791 – 26 January 1824), image from Wikipedia,  assumed allowed under Fair Use.

Thoughts On NCIS: New Orleans

Tomorrow the final episode of NCIS: New Orleans will be broadcast. Right now it is my favorite show in the NCIS franchise, and I am upset that it is ending, and that it is the first one to end.

Ratings are down, but they are also down for NCIS: Los Angeles, and frankly I think that show has been a mess since Linda Hunt reduced her involvement. Deeks is my least favorite character, and for what felt like the longest time, Agent Blye would be partnered up for the episode with every federal agent they had run into during the show. One time it was a CIA agent, and they are not supposed to operate in the USA. Sometimes Deeks was not in the episode at all, sometimes he was at the base for some strange reason. It seemed to take forever for them to decide if Fatima Namazi was in or out, yet they made up their minds about Agent Roundtree right away. And I am getting tired of Gerald McRaney’s grumpy old man schtick.

The original NCIS is also going through some changes. A lot of people on the subreddit did not like Kasie Hines. At first I did not like her either, but she has grown on me. I think they brought her in badly. First she was helping Duckie write his book. Then after Pauley Perrette left, it just so happens that Kasie has a degree in criminal forensics. A book editor who just happens to have the degree to fill the job that just became empty; what an amazing coincidence. Maybe the producers liked Diona Reasonover, and decided to bring her in any way they could think of. I like the character of McGee, but they way they brought him in also felt a bit forced.

Granted, it could have been even worse: I don’t have a degree in criminal forensics, but my twin sister does!

WRT Gibbs getting suspended: That character has been though a lot, and you never know what will be the straw that breaks the camel’s back, and I know Mark Harmon can’t do this forever, but I can’t help thinking: Really Gibbs? Is this the hill you want to die on?

Torres is not my favorite character, but I am blown away by the fact that this is the same actor who was Fez on That 70s Show. Years ago some friends and I watched both of the Steve Martin Father Of The Bride films, and then we watched Seven Years In Tibet. I think if you watch those films close together, BD Wong will blow you away.

I think a good place NCIS could have gone out on top was after Gibbs and McGee busted out of Paraguay. McGee had just had kids, and Gibbs could have said that enough was enough.

There will be a new NCIS series filmed in Hawaii called NCIS: Hawai’i. I had read that one of the reasons that NCISNOLA was being cancelled was that it was more expensive to film in New Orleans that Los Angeles (since a lot of the entertainment industry is in LA), but I have heard that everything is more expensive in Hawai’i. Granted, one of the producers of NCISNOLA had to be let go because he was a bit handsy with the ladies. Per the subreddit, someone was also negligent WRT permits. At least once (and possibly multiple times) the NOLA police showed up and drew guns on the actors while filming robbery scenes, and there are a few lawsuits about this going through the courts.

There were several episodes about Pride’s weird dreams. I thought it would be cool if he dreamed he was captain of Enterprise. He could wander through the ship. They could bring back LaSalle to be Trip. They both have Southern accents, and they look a bit alike, and their relationships to Bakula’s characters on each show was similar. Agent Khoury could be T’Pol. Carter was always distant (until recently); he would be good as Reed. One thing I liked about Reed on Enterprise is that they managed to use him several times, yet he always seemed remote and distant.

Maybe I am going with this because they are both black, but Triple P could be in Travis’ station. Their personalities are different, but they were both good at what they do. Another one that would be good for contrast is Gregorio as Hoshi Sato. “I hailed them, and told them to go eff themselves”. Then Pride/Archer goes to sick bay and finds Sebastian. Somehow he seems the most similar to Phlox. Pride/Archer is confused by Sebastian’s stream of consciousness. Then Loretta walks in and asks Dwayne what he is doing in sick bay.

Big Jim always thought of “NCIS: New Orleans” as “Mardi Gras With Captain Archer”.

Image from Memory Alpha, resized for this site, copyright owned by CBS, assumed allowed under Fair Use.

2021-04 Dividend Income Report

Here is the dividend income report for April, 2021.

The monthly dividend income came out to $259.95. The yearly income total for 2021 through the end of the month was $2339.11.

The income for April, 2020 was $200.13, and the yearly income for 2020 through the end of April was $2271.57.

This was another slow month. I did get a payment from Gladstone Land. I have not had time to listen to conference calls for other REITs. Or to learn more Org Mode.

The bond funds paid a bit more, but that was because they had capital gains distributions. They last distributed capital gains in December, 2020. At the time of this writing, the distributions pages have records going back to November of 2019, and December, 2020 and April, 2021 are the only two months with capital gains. I will have to read the prospectus to see if it gives more insight into when and why capital gains would be distributed.

I have been doing DGI since 2010. I need my income to be about 4 times what it is. Granted, it has quadrupled in ten years. I wonder if that will happen again. If I was using this income right now, I would have about $700/month after tax. Which I guess is fine if I can abstain from eating while in total darkness.

Here is a table with the year-to-date amounts, the monthly amounts, and the three- and twelve-month moving averages for each April from 2011 through 2021:

Month YTD Amount 3MMA 12MMA
2021-04 $2339.11 $259.95 $750.24 $884.09
2020-04 $2271.57 $200.13 $753.19 $907.51
2019-04 $1855.76 $483.26 $588.35 $629.22
2018-04 $1276.89 $50.88 $405.77 $583.24
2017-04 $1814.94 $324.66 $532.02 $522.40
2016-04 $1622.67 $270.38 $461.86 $471.14
2015-04 $1441.12 $261.30 $409.21 $395.68
2014-04 $1130.58 $196.43 $323.64 $303.18
2013-04 $898.59 $179.23 $262.82 $289.40
2012-04 $1010.82 $218.56 $274.05 $271.21
2011-04 $848.29 $203.10 $216.30 $179.46

 

Here are the securities and the income amounts for April, 2021:

  • Vanguard Total Bond Market ETF: $191.02
  • Vanguard Total International Bond ETF: $9.03
  • Global X S&P 500 Covered Call ETF: $37.40
  • Gladstone Land: $22.50

Big Jim is still waiting for the big payouts.

“Procession” (1859) by Eugenio Lucas Velázquez (9 February 1817 – 11 September 1870), image from Wikimedia,  assumed allowed under Fair Use.