So that quickly the first month of 2018 is over and done with. At the very end, we saw just a glimmer of volatility in the markets, but nothing that put too major of a dent in this incredible run we’ve seen over the last several months. I for one would welcome some more of… Read More Month in Review – January 2018
After several months of being relatively quiet, I made a concerted effort in July to be more active, both in making trades and my online presence. The spark I needed was revamping the structure of the website. I dumped the whole awkward two site thing with blog posts going on Tumblr and everything else being kept back… Read More Month in Review – July 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
Well the shortest month of the year is over. This month’s brevity, however, belies its significance. It was extremely busy. Most importantly we bought a second house and moved to Denver, CO. Month to month our total liquid assets dropped substantially as a result of the 20% down-payment. Of course we didn’t lose that money,… Read More DGI Adventure 03-02-2017 Month in Review – February 2017
Last month, I introduced this feature with the following quote: Thank God 2016 is over. It wasn’t as bad as 2012 but it sure gave it a run for its money… I might have been a little premature welcoming in 2017. I guess it remains to be seen, but it’s not off to a good… Read More DGI Adventure 02-01-2017 Month in Review – January 2017
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
I’ve decided to keep to my recent pattern of rolling up all trading activity into a single post for the week. I didn’t get any answers to whether that was preferable or not on the last post, so I’m doing it again. There is not quite as much to talk about this week, so hopefully… Read More DGI Adventure 09-24-16 Activity Summary and Expiry Discussion
One of the targets in my CEF Portfolio goes ex-dividend today, and it was trading right around the same price as my current cost basis. So I decided to scoop up some shares yesterday to get in on this month’s distributions. CEF Portfolio Tracker and the Total Investable Assets pages back at the mother ship… Read More DGI Adventure 09-20-16 – Building the CEF Portfolio – Activity Summary
In May I published parts one and two of my research into fixed income Closed End Funds (CEFs). I meant to publish part three that month as well, but I didn’t put it up until July. Little did you know that I was secretly working on a part four! Well maybe you did know. If… Read More DGI Adventure 08-03-16 – Fixed Income Fund Watch List Part 4 of 3 – CA Municipal Bond Funds
MIN went ex-dividend yesterday, so before that happened, I decided to scoop up some shares Monday morning to get in on this month’s distributions. I mentioned last week that I wanted to buy some more BLW shares to catch that ex-div before a special dividend. Since I’m writing about CEF purchases, I’ll capture that one… Read More DGI Adventure 07-20-16 – Building the CEF Portfolio – Activity Summary
