DGI Adventure – 07-07-16 Fixed Income Fund Watch List Part 3 of 3 – Bond ETFs

I’ve already figured out the funds I plan to buy for my fixed income closed end fund (CEF) portfolio. I came up with that portfolio after filtering through my bond fund watch list parts one and two, which I published in May. Of course all of my watch lists will always remain published back at… Read More DGI Adventure – 07-07-16 Fixed Income Fund Watch List Part 3 of 3 – Bond ETFs

DGI Adventure – 06-21-16 – Building the CEF Portfolio – Activity Summary

Two of the targets in my CEF Portfolio go ex-dividend tomorrow, so I decided to scoop up some shares today to get in on this month’s distributions. CEF Portfolio Tracker and the Total Investable Assets pages back at the mother ship have been updated accordingly. 06-21-16 Two (2) total purchases made, purchase prices include commission… Read More DGI Adventure – 06-21-16 – Building the CEF Portfolio – Activity Summary

DGI Adventure – 05-26-16 Closed End Fund Watch List – Part 2 of 3

Yesterday I posted part 1 of this watch list series. That list focused on “non high yield” bond funds…specifically closed end funds (CEFs). You might have already guessed that today’s list is looking at the “high yield” CEFs. You would have guessed correctly. First some reference links: I discussed why I’m looking at fixed income… Read More DGI Adventure – 05-26-16 Closed End Fund Watch List – Part 2 of 3

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

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