DGI Adventure 06-19-17 – Day of Reckoning – ROTH Competition Update

Once per quarter Mrs. Wizard and I check in on our ROTH accounts and compare them on three metrics: Total Account Value Total Quarterly Return Total Return Whoever wins two out of three metrics wins the quarter. The loser has to clean the fish tank for the next three months. I started out $1,650 behind… Read More DGI Adventure 06-19-17 – Day of Reckoning – ROTH Competition Update

DGI Adventure 03-19-17 – Day of Reckoning – ROTH Competition Update

Once per quarter Mrs. Wizard and I check in on our ROTH accounts and compare them on three metrics: Total Account Value Total Quarterly Return Total Return Whoever wins two out of three metrics wins the quarter. The loser has to clean the fish tank for the next three months. I started out $1,650 behind… Read More DGI Adventure 03-19-17 – Day of Reckoning – ROTH Competition Update

DGI Adventure 10-29-16 Sold Cash Secured Put + Investment Thesis – Polaris Industries Inc. (PII) – $75.00 strike – Nov 18 Expiration

This trade was actually executed on Tuesday 10/25/16. I didn’t get a chance to write about it until today. Please visit the core philosophies article on my investment thesis process for a deeper explanation of the components of this article. I have updated the portfolio and income tracker back at the mothership to reflect this… Read More DGI Adventure 10-29-16 Sold Cash Secured Put + Investment Thesis – Polaris Industries Inc. (PII) – $75.00 strike – Nov 18 Expiration

DGI Adventure 10-27-16 Sold Cash Secured Put + Cisco Systems, Inc. (CSCO) – $29.00 strike – Nov 18 Expiration

This trade was actually executed yesterday 10/26/16. I went through my investment thesis process for CSCO when I first initiated a position back in June, so this post will just be to record the trade. I have updated the portfolio and income tracker back at the mothership to reflect this position. Dividend Cycle CSCO went… Read More DGI Adventure 10-27-16 Sold Cash Secured Put + Cisco Systems, Inc. (CSCO) – $29.00 strike – Nov 18 Expiration

DGI Adventure 09-07-16 Sold Covered Call – Valero Energy Corporation (VLO) – $58.00 strike – Oct 07 Expiration

This trade was actually executed yesterday 09/06/16. I sold the covered call for $56.22, which is a 0.97% absolute gain on the $58 strike price. The trade will be in force for 31 days making for an 11.42% annualized gain. The premium is nearly the equivalent of a quarterly dividend payment, but with a duration… Read More DGI Adventure 09-07-16 Sold Covered Call – Valero Energy Corporation (VLO) – $58.00 strike – Oct 07 Expiration