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 03-02-2017 Month in Review – February 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

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 09-20-16 – Building the CEF Portfolio – Activity Summary

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

DGI Adventure 08-03-16 – Fixed Income Fund Watch List Part 4 of 3 – CA Municipal Bond Funds

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

DGI Adventure 07-20-16 – Building the CEF Portfolio – Activity Summary

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