DGI Adventure 09-19-16 – 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: 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 09-19-16 – Day of Reckoning – ROTH Competition Update

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 07-21-16 Sold Cash Secured Put + Investment Thesis – Interactive Brokers (IBKR) – $33.00 strike – Aug 19 Expiration

This trade was executed yesterday 07/20/16. Please visit the core philosophies article on my investment thesis process for a deeper explanation of the components of this article. Dividend Cycle IBKR will go ex-dividend at the end of August. The dividend payout will likely be $0.10/share, which is what it’s been since 2011 when the company… Read More DGI Adventure 07-21-16 Sold Cash Secured Put + Investment Thesis – Interactive Brokers (IBKR) – $33.00 strike – Aug 19 Expiration

DGI Adventure – 06-19-16 – 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 – 06-19-16 – Day of Reckoning – ROTH Competition Update

DGI Adventure – 06-03-16 – Sold Cash Secured Put + Investment Thesis – Microsoft Corporation (MSFT) – $50.50 Strike – June 24 Expiration

Please visit the core philosophies article on my investment thesis process for a deeper explanation of the components of this article. Dividend Cycle MSFT will go ex-dividend sometime in the middle of August. I would expect management to declare a $0.36/share distribution as they have for the past three quarters. In November, however, they will… Read More DGI Adventure – 06-03-16 – Sold Cash Secured Put + Investment Thesis – Microsoft Corporation (MSFT) – $50.50 Strike – June 24 Expiration

DGI Adventure – 01-28-2016 Market Musings – Unit Investment Trust Liquidation

Back in May of 2014 I was talked into buying a Unit Investment Trust (UIT) in my beneficiary IRA account. The ticker for it was FGRLEXR, although most places on the innerwebs didn’t recognize that ticker. It was #23 in a series of “Capital Strength” trusts. It liquidated this week. It didn’t do very well.… Read More DGI Adventure – 01-28-2016 Market Musings – Unit Investment Trust Liquidation