Exactly one year ago, we put my traditional IRA account (which represents just under 10% of our liquid assets) into a “lazy portfolio” consisting of just four ETFs. It was part experiment and part demonstration that investing isn’t really that hard if you don’t want it to be. The experiment is a year old now and we… Read More Update: Lazy Portfolio Experiment
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 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 Day of Reckoning – ROTH Competition Update
Earlier this year, we put my traditional IRA account, which represents about 10% of our liquid assets into a “lazy portfolio” consisting of just four ETFs. It was part experiment and part demonstration that investing isn’t really that complicated if you don’t want it to be. Well it’s been six months to the day since I… Read More Update: Lazy Portfolio Experiment
A few months ago, my wife and I were hanging out with our friend, let’s call her Martha, and the topic of finance came up as it usually does by my wife making fun of me. But Martha wanted to talk about it a bit, especially how to invest her savings. Like a lot of… Read More DGI Adventure 06-29-17 – Experiment: The Lazy Portfolio
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
Last Friday was the third Friday of the month, which is when the monthly options expire. Of course once a quarter options and futures on both stocks and indexes all expire, and it’s called quadruple witching. Last Friday was also quadruple witching. Quadruple witching sounds really ominous, but there doesn’t seem to me to be… Read More DGI Adventure 03-20-17 – Expiry Discussion and Miscellany
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 03-19-17 – Day of Reckoning – ROTH Competition Update
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
Happy weekend everybody! I mentioned a while back that I was going to take an “active indexing” approach for the funds in my traditional IRA account (#2 in the portfolio back at the mother ship). This involves cash secured puts and covered calls on a couple of indexes, namely SPY and VNQ. I’m sitting at… Read More DGI Adventure 03-11-17 – Weekend Expiry Discussion
