DGI Adventure 03-14-17 Sold Cash Secured Put – SPDR S&P 500 ETF Trust (SPY) – $237.50 strike – Mar 15 Expiration

This trade was executed yesterday 03/13/17. I don’t go through my investment thesis process for index fund trades. The idea behind passive index investing is to completely give in to efficient market hypothesis, so there isn’t really any point in looking at a bunch of quantitative metrics. There’s also no warm and fuzzy or cold… Read More DGI Adventure 03-14-17 Sold Cash Secured Put – SPDR S&P 500 ETF Trust (SPY) – $237.50 strike – Mar 15 Expiration

DGI Adventure 01-09-17 Sold Cash Secured Puts – The Gap, Inc. (GPS) – Multiple Strikes – Multiple Expirations

Okay so this post is a little different. I mentioned earlier today that I was behind a little bit with posting. I don’t want to cut any corners, but I’ve been really active with GPS lately, so I’ve decided to combine all those moves into a single article. I will be covering three different trades… Read More DGI Adventure 01-09-17 Sold Cash Secured Puts – The Gap, Inc. (GPS) – Multiple Strikes – Multiple Expirations

DGI Adventure 01-09-17 Sold Cash Secured Put – VEREIT Inc (VER) – $8.00 strike – Dec 30 Expiration

This trade was actually executed on Thursday 12/15/16, and as you can tell from the title has already expired. The income from the trade was already reported in my December monthly summary, which was published last week. I just didn’t get a chance to write about it until today. I’m running a little behind, but… Read More DGI Adventure 01-09-17 Sold Cash Secured Put – VEREIT Inc (VER) – $8.00 strike – Dec 30 Expiration

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 – 12-19-16 – 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 – 12-19-16 – Day of Reckoning – ROTH Competition Update

DGI Adventure 11-22-16 Sold Cash Secured Put + Investment Thesis (Revisited) – Wal-Mart Stores Inc. (WMT) – $67.50 strike – Dec16 Expiration

This trade was actually executed on Thursday 11/17/16. 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 first opened a position in Wal-Mart over a year ago, and I went through… Read More DGI Adventure 11-22-16 Sold Cash Secured Put + Investment Thesis (Revisited) – Wal-Mart Stores Inc. (WMT) – $67.50 strike – Dec16 Expiration

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