DGI Adventure 05-01-2017 Month in Review – April 2017

Tax month! We filed for an extension because we temporarily lost some stuff during the move and just didn’t feel like dealing with it. We paid estimated taxes though. Taxes suck. Fortunately most of our income producing investments are in tax-advantaged accounts. I didn’t write any posts in April because I’m a horrible blogger. I’m… Read More DGI Adventure 05-01-2017 Month in Review – April 2017

DGI Adventure 12-20-16 – Building the CEF Portfolio – Activity Summary

I actually made this purchase waaaaaay back on Friday, December 2nd. I just didn’t get around to writing about it until today. BKT went ex-dividend on December 8th, and I decided to add some shares ahead of that. I haven’t been super active lately with building up my CEF portfolio, but that doesn’t mean I’ve… Read More DGI Adventure 12-20-16 – Building the CEF Portfolio – Activity Summary

DGI Adventure – 06-07-16 – Building the CEF Portfolio – Activity Summary

Last month I outlined how I wanted to replace my old fixed income investments with closed end fund (CEF) investments. Then I posted the results of my research into CEFs here and here. If you’re wondering where the part 3 of 3 watch list is, it’s unlikely to materialize. I was going to do a… Read More DGI Adventure – 06-07-16 – Building the CEF Portfolio – Activity Summary

DGI Adventure – 05-25-16  Closed End Fund Watch List – Part 1 of 3

Last week I mentioned that once my inherited IRA is transferred over to Interactive Brokers (IB) I will need to replace my “fixed income” investments, and I’m looking at closed end funds (CEFs) to do it. The funds I used to hold at the old Raymond James account aren’t supported on IB’s platform, so I’m… Read More DGI Adventure – 05-25-16  Closed End Fund Watch List – Part 1 of 3