DGI Adventure 12-20-16 – Building the CEF Portfolio – Activity Summary

I actually made this purchase waaaaaay back on Friday, December 2nd. I just didn’t get around to writing about it until today. BKT went ex-dividend on December 8th, and I decided to add some shares ahead of that. I haven’t been super active lately with building up my CEF portfolio, but that doesn’t mean I’ve… Read More DGI Adventure 12-20-16 – 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