DGI Adventure 09-20-16 – Building the CEF Portfolio – Activity Summary

One of the targets in my CEF Portfolio goes ex-dividend today, and it was trading right around the same price as my current cost basis. So I decided to scoop up some shares yesterday to get in on this month’s distributions. CEF Portfolio Tracker and the Total Investable Assets pages back at the mother ship… Read More DGI Adventure 09-20-16 – Building the CEF Portfolio – Activity Summary

DGI Adventure 07-20-16 – Building the CEF Portfolio – Activity Summary

MIN went ex-dividend yesterday, so before that happened, I decided to scoop up some shares Monday morning to get in on this month’s distributions. I mentioned last week that I wanted to buy some more BLW shares to catch that ex-div before a special dividend. Since I’m writing about CEF purchases, I’ll capture that one… Read More DGI Adventure 07-20-16 – Building the CEF Portfolio – Activity Summary

DGI Adventure – 06-07-16 – Building the CEF Portfolio – Activity Summary

Last month I outlined how I wanted to replace my old fixed income investments with closed end fund (CEF) investments. Then I posted the results of my research into CEFs here and here. If you’re wondering where the part 3 of 3 watch list is, it’s unlikely to materialize. I was going to do a… Read More DGI Adventure – 06-07-16 – Building the CEF Portfolio – Activity Summary

DGI Adventure – 05-25-16  Closed End Fund Watch List – Part 1 of 3

Last week I mentioned that once my inherited IRA is transferred over to Interactive Brokers (IB) I will need to replace my “fixed income” investments, and I’m looking at closed end funds (CEFs) to do it. The funds I used to hold at the old Raymond James account aren’t supported on IB’s platform, so I’m… Read More DGI Adventure – 05-25-16  Closed End Fund Watch List – Part 1 of 3