DGI Adventure 09-07-16 Sold Cash Secured Put  – Franklin Resources, Inc (BEN) – $35.00 strike – Sept 16 Expiration

This trade was actually executed on Thursday 09/01/16. I didn’t get a chance to write about it until today. I sold a put on BEN back on Brexit day, and that write-up followed the core philosophies article on my investment thesis process which is where you can find a deeper explanation of the components of… Read More DGI Adventure 09-07-16 Sold Cash Secured Put  – Franklin Resources, Inc (BEN) – $35.00 strike – Sept 16 Expiration

DGI Adventure 07-03-16 Sold Cash Secured Put + Investment Thesis – Franklin Resources, Inc (BEN) – $30.00 strike – July 15 Expiration

This trade was actually executed on Friday 06/24/16. 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 BEN went ex-dividend on June 28th. The payout was $0.18/share. It will likely… Read More DGI Adventure 07-03-16 Sold Cash Secured Put + Investment Thesis – Franklin Resources, Inc (BEN) – $30.00 strike – July 15 Expiration

DGI Adventure 07-03-16 Sold Cash Secured Put + Investment Thesis (revisited) – Fastenal Company (FAST) – $41.00 strike – Aug 19 Expiration

This trade was actually executed on Friday 06/24/16. 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 already did an investment thesis on Fastenal back in October when I bought shares… Read More DGI Adventure 07-03-16 Sold Cash Secured Put + Investment Thesis (revisited) – Fastenal Company (FAST) – $41.00 strike – Aug 19 Expiration

DGI Adventure 07-03-16 Sold Cash Secured Put +Investment Thesis – Cisco Systems, Inc (CSCO) – $27.00 strike – July 08 Expiration

This trade was actually executed on Friday 06/24/16. 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 CSCO goes ex-dividend on 07/05/16. The distribution will be $0.26/share, and I’m going… Read More DGI Adventure 07-03-16 Sold Cash Secured Put +Investment Thesis – Cisco Systems, Inc (CSCO) – $27.00 strike – July 08 Expiration

DGI Adventure 07-02-16 Sold Cash Secured Put – SPDR S&P500 Trust (SPY) – $195.00 strike – Dec 16 Expiration (mini option)

This trade was actually executed on Friday 06/24/16. I didn’t get a chance to write about it until today. Since SPY is an index fund, this doesn’t really conform to my core philosophies article on my investment thesis process. I’m simply trying to average into a position in index funds. I’m using options to lower… Read More DGI Adventure 07-02-16 Sold Cash Secured Put – SPDR S&P500 Trust (SPY) – $195.00 strike – Dec 16 Expiration (mini option)

DGI Adventure 07-02-16 Sold Cash Secured Put – SPDR S&P500 Trust (SPY) – $190.00 strike – Dec 16 Expiration (mini option)

This trade was actually executed on Friday 06/24/16. I didn’t get a chance to write about it until today. Since SPY is an index fund, this doesn’t really conform to my core philosophies article on my investment thesis process. I’m simply trying to average into a position in index funds. I’m using options to lower… Read More DGI Adventure 07-02-16 Sold Cash Secured Put – SPDR S&P500 Trust (SPY) – $190.00 strike – Dec 16 Expiration (mini option)

DGI Adventure 07-02-16 Sold Cash Secured Put – Schwab US Broad Market ETF (SCHB) – $47.00 strike – July 15 Expiration

This trade was actually executed on Friday 06/24/16. 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 SCHB just recently went ex-dividend, so it likely won’t be till late September… Read More DGI Adventure 07-02-16 Sold Cash Secured Put – Schwab US Broad Market ETF (SCHB) – $47.00 strike – July 15 Expiration

DGI Adventure – 06-21-16 – Building the CEF Portfolio – Activity Summary

Two of the targets in my CEF Portfolio go ex-dividend tomorrow, so I decided to scoop up some shares today to get in on this month’s distributions. CEF Portfolio Tracker and the Total Investable Assets pages back at the mother ship have been updated accordingly. 06-21-16 Two (2) total purchases made, purchase prices include commission… Read More DGI Adventure – 06-21-16 – Building the CEF Portfolio – Activity Summary