DGI Adventure 11-17-16 Rollout Covered Call Option – Valero Energy Corporation (VLO) – Part Deux

Just last week I decided to roll out my VLO covered call position (which was pretty deep in the money) because I wanted to hold on to my shares through the ex-dividend date (which is tomorrow: 11/18). I managed to execute that roll out for a net profit, albeit a fairly weak one when considered… Read More DGI Adventure 11-17-16 Rollout Covered Call Option – Valero Energy Corporation (VLO) – Part Deux

DGI Adventure 11-13-16 Sold Covered Call – Target Corporation (TGT) – $74.00 Strike – Dec 09 Expiration

About a month ago I sold a cash secured put against TGT shares that expired on 11/04/16. The share price closed at $66.53, which means that I got assigned 100 shares for $67/ea. Then on 11/07/16, the FBI said Hillary had been a good girl, and the market rallied because she was a shoe-in to… Read More DGI Adventure 11-13-16 Sold Covered Call – Target Corporation (TGT) – $74.00 Strike – Dec 09 Expiration

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 10-14-16 Sold Cash Secured Put – Target Corporation (TGT) – $67.00 strike – Nov 04 Expiration

This trade was actually executed on Tuesday 10/11/16. I didn’t get a chance to write about it until today. I went through the full blown investment thesis process back when I wrote up the original TGT put investment thesis, which was published in August. The point of this post is just to document the trade.… Read More DGI Adventure 10-14-16 Sold Cash Secured Put – Target Corporation (TGT) – $67.00 strike – Nov 04 Expiration

DGI Adventure 10-1-16 Sold Cash Secured Put – Gilead Sciences, Inc (GILD) – $74.50 strike – Oct 28 Expiration

This trade was actually executed on Tuesday 09/27/16. I didn’t get a chance to write about it until today. I walked through all of the core philosophies elements of  my investment thesis process way back in January. Additional discussions can be found in the posts from August when I sold puts in GILD. This is… Read More DGI Adventure 10-1-16 Sold Cash Secured Put – Gilead Sciences, Inc (GILD) – $74.50 strike – Oct 28 Expiration

DGI Adventure 09-19-16 – 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 09-19-16 – Day of Reckoning – ROTH Competition Update

DGI Adventure 06-20-16 Sold Cash Secured Put + Investment Thesis – Starbucks Corporation (SBUX) – $52.50 strike – July 15 Expiration

This trade was actually executed on Thursday 06/16/16. 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. Dividend Cycle SBUX will go ex-dividend in early August, and I would expect the payout… Read More DGI Adventure 06-20-16 Sold Cash Secured Put + Investment Thesis – Starbucks Corporation (SBUX) – $52.50 strike – July 15 Expiration

DGI Adventure – 06-19-16 – 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: 1) Total Account Value 2) Total Quarterly Return 3) 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… Read More DGI Adventure – 06-19-16 – Day of Reckoning – ROTH Competition Update