DGI Adventure 10-23-16 SOLD: 26.6757 Shares of HCP, Inc. for $36.77/share

This was kind of a housekeeping trade more than anything, but I’m trying to be completely transparent here and documenting everything. Observant readers will remember that I sold an HCP put in my beneficiary IRA back on 09/01/16 and the shares were assigned to me on 09/16/16 when the contract expired in the money. Those… Read More DGI Adventure 10-23-16 SOLD: 26.6757 Shares of HCP, Inc. for $36.77/share

DGI Adventure 10/6/16 – Limit Order Executed – Vanguard REIT ETF (VNQ) – $83.00/share

I mentioned a couple weeks back that I had placed some gaff fishing limit orders for VNQ in my traditional IRA account. Well one of those orders executed yesterday 10/05/16. Woo hoo! Let’s talk about it! First some background on where the cash for those limit orders came from. Back in May I transferred that… Read More DGI Adventure 10/6/16 – Limit Order Executed – Vanguard REIT ETF (VNQ) – $83.00/share

DGI Adventure 10-05-16 Sold Cash Secured Put – VEREIT Inc. (VER) – $9.50 strike – Nov 04 Expiration

This trade was executed yesterday on 10/04/16. I am trying to transfer ownership of my REITs from my taxable account to a tax-advantaged inherited IRA. I was successful at getting assigned my HCP shares, and now I’m trying to complete the process by selling puts in VER as well. I’ve been assigned 200 shares so… Read More DGI Adventure 10-05-16 Sold Cash Secured Put – VEREIT Inc. (VER) – $9.50 strike – Nov 04 Expiration

DGI Adventure 09-16-16 Quadruple Witching: Activity Summary and Expiry Discussion

Today is quadruple witching day!! Happy quadruple witching!!! When in need of a meaningless story, the financial media sure likes to point out when this happens, although, I’m skeptical if it’s really that much different from any other Friday. Well for our purposes, we know that means it will be a day of reckoning after… Read More DGI Adventure 09-16-16 Quadruple Witching: Activity Summary and Expiry Discussion

DGI Adventure 09-08-16 Sold Cash Secured Put  – HCP, Inc. (HCP) – $37.50 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 went through my investment thesis process back on June 22nd when I first sold a put for HCP, so I won’t do a full-blown write-up here. I have updated the portfolio and income tracker back… Read More DGI Adventure 09-08-16 Sold Cash Secured Put  – HCP, Inc. (HCP) – $37.50 strike – Sept 16 Expiration

DGI Adventure 08-06-16 Sold Cash Secured Put – HCP, Inc (HCP) – $37.50 strike –  Aug 19 Expiration (plus bonus options expiry discussion)

This trade was actually executed yesterday 08/05/16. For my last trade in HCP, I posted a full blown writeup that (sort of) conformed to the core philosophies article on my investment thesis process. My crisis of faith in REITs still isn’t resolved, but it’s not enough for me to sell out of the position. I… Read More DGI Adventure 08-06-16 Sold Cash Secured Put – HCP, Inc (HCP) – $37.50 strike –  Aug 19 Expiration (plus bonus options expiry discussion)

DGI Adventure 07-03-16 Sold Cash Secured Put +Investment Thesis – HCP, Inc. (HCP) – $32.50 strike – July 15 Expiration

This trade was actually executed on Wednesday 06/22/16. 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 HCP will go ex-dividend in early August. The dividend should pay $0.575/share. While… Read More DGI Adventure 07-03-16 Sold Cash Secured Put +Investment Thesis – HCP, Inc. (HCP) – $32.50 strike – July 15 Expiration

DGI Adventure 05-23-16 – Sold Puts: VER July 15 2016 $9.00 strike @ $0.25/share

Even though I took my leap of faith over a week ago, some of the funds from my Beneficiary IRA transfer have only now hit my Interactive Brokers account. Since IB doesn’t support most of the mutual funds I held, the rest of the funds are going to take a few more days, which means… Read More DGI Adventure 05-23-16 – Sold Puts: VER July 15 2016 $9.00 strike @ $0.25/share