Limit Order Executed + Investment Thesis – Xcel Energy Inc. (XEL) – $48.00 per share

This trade was actually executed on Tuesday 12/26/17. 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. In case you missed it, I’m making it a point to twitter all my trades as they… Read More Limit Order Executed + Investment Thesis – Xcel Energy Inc. (XEL) – $48.00 per share

Sold Cash Secured Put + Investment Thesis – Tiffany & Company (TIF) – $92.00 strike – Jan 19 Expiration

This trade was actually executed on Monday 12/18/17. 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. Additionally you might find my rules for trading options helpful in understanding the parameters of the trade. In… Read More Sold Cash Secured Put + Investment Thesis – Tiffany & Company (TIF) – $92.00 strike – Jan 19 Expiration

Sold Cash Secured Put + Investment Thesis – CVS Health Corporation (CVS) – $66.50 strike – DEC 08 Expiration

This is actually the second time recently that I’ve sold a CVS put. The first position was opened on October 16th. I twittered about it, but completely failed to fulfill my promise for an investment thesis: SOLD!$CVS NOV10’17 67.5 PUT for $0.6520/share. In force 26 days, 13.6% annualized. 7.6% downside. Investment Thesis to follow this… Read More Sold Cash Secured Put + Investment Thesis – CVS Health Corporation (CVS) – $66.50 strike – DEC 08 Expiration

DGI Adventure 06-19-17 – 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: Total Account Value Total Quarterly Return 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 out $1,650 behind… Read More DGI Adventure 06-19-17 – Day of Reckoning – ROTH Competition Update