Sold Cash Secured Put + Investment Thesis – Nike, Inc (NKE) – $57.00 strike – AUG 04 Expiration

This trade was actually executed on Tuesday 07/11/17. I didn’t get a chance to write about it until today. I am now posting all my trades on the twitter. Be sure to follow @CatfishWizard on the twitter for the most up to date activity in the portfolio. Since this is a new position, I need to… Read More Sold Cash Secured Put + Investment Thesis – Nike, Inc (NKE) – $57.00 strike – AUG 04 Expiration

DGI Adventure 06-19-17 – 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 06-19-17 – Day of Reckoning – ROTH Competition Update

DGI Adventure 03-19-17 – 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 03-19-17 – Day of Reckoning – ROTH Competition Update

DGI Adventure 11-09-16 Sold Cash Secured Put + Investment Thesis (Revisited) – Gap, Inc. (GPS) – $22.00 strike – Dec 02 Expiration

This trade was actually executed on Thursday 11/03/16. I didn’t get a chance to write about it until today. The last time I sold a put against GPS shares was in early September, and I mentioned that I was still riding on the coattails of the original investment thesis that I had published a year… Read More DGI Adventure 11-09-16 Sold Cash Secured Put + Investment Thesis (Revisited) – Gap, Inc. (GPS) – $22.00 strike – Dec 02 Expiration

DGI Adventure 09-30-16 Sold Cash Secured Put – Visa Inc (V) – $78.00 strike – Oct 28 Expiration

This trade was executed yesterday 09/29/16 I’m reopening a position from July albeit at a slightly higher strike price. That post covers all the elements of the core philosophies of  my investment thesis process. In the meantime, I have updated the portfolio and income tracker back at the mothership to reflect this position. Dividend Cycle… Read More DGI Adventure 09-30-16 Sold Cash Secured Put – Visa Inc (V) – $78.00 strike – Oct 28 Expiration

DGI Adventure 07-19-16 Sold Cash Secured Put + Investment Thesis – Visa Inc. (V) – $75.00 strike – Aug 12 Expiration

This trade was actually executed yesterday 07/18/16. Please visit the core philosophies article on my investment thesis process for a deeper explanation of the components of this article. Dividend Cycle V will go ex-dividend in early/mid August…right around when this trade will be expiring (it went ex-div on 08/12 in 2015). V is a dividend… Read More DGI Adventure 07-19-16 Sold Cash Secured Put + Investment Thesis – Visa Inc. (V) – $75.00 strike – Aug 12 Expiration

DGI Adventure – 04-03-2016 Month in Review – March 2016

Well that wraps things up for the first quarter. That was quite the upswing. Will it continue? I’m currently intrigued by the theory that most of the buying volume right now is coming from corporate buyback programs. That means that when the blackout period for earnings season kicks back into gear, the support should drop… Read More DGI Adventure – 04-03-2016 Month in Review – March 2016

DGI Adventure – 03/31/16 – Payday & Stockholder Anniversary: Gilead Sciences, Inc. (GILD)

I got paid yesterday. Woo hoo! GILD paid $0.43/share and I own 53 shares, which means I woke up $22.79 richer this morning. I own 15 shares in my ROTH IRA and the other 38 in the taxable account. It’s a little bigger position than I intended to have, but that doesn’t mean I have… Read More DGI Adventure – 03/31/16 – Payday & Stockholder Anniversary: Gilead Sciences, Inc. (GILD)