DGI Adventure 08-24-16 Sold Cash Secured Put – VEREIT Inc. (VER) – $10.00 strike – September 02 Expiration

This trade was actually executed on Wednesday 08/17/16. I didn’t get a chance to write about it until today. This is an existing position, I’m just trying to move ownership of shares into a tax advantaged account. The dividends are unqualified, so I pay full income tax on them if I hold shares in my… Read More DGI Adventure 08-24-16 Sold Cash Secured Put – VEREIT Inc. (VER) – $10.00 strike – September 02 Expiration

DGI Adventure 08-23-16 Sold Cash Secured Put + Investment Thesis – Target Corporation (TGT) – $69.00 strike – September 02 Expiration

This trade was actually executed on Wednesday 08/17/16. I didn’t get a chance to write about it until today. Please visit the core philosophies article on my investment thesis process for a deeper explanation of the components of this article. Dividend Cycle TGT went ex-dividend on 8/15, two days before this trade. Target is a… Read More DGI Adventure 08-23-16 Sold Cash Secured Put + Investment Thesis – Target Corporation (TGT) – $69.00 strike – September 02 Expiration

DGI Adventure 07-14-16 Sold Cash Secured Put – Starbucks Corporation (SBUX) – $53.50 strike – Aug 12 Expiration

This trade was actually executed yesterday 07/13/16. This post won’t follow the core philosophies article on my investment thesis process because I already went through that process last month, when I first sold a put on SBUX. There are no significant changes to the investment thesis. I’m simply recording the details of the trade. The… Read More DGI Adventure 07-14-16 Sold Cash Secured Put – Starbucks Corporation (SBUX) – $53.50 strike – Aug 12 Expiration

DGI Adventure 07-03-16 Sold Cash Secured Put +Investment Thesis – Westwood Holdings Group Inc (WHG) – $50.00 strike – Aug 19 Expiration

This trade was actually executed on Monday 06/27/16. I didn’t get a chance to write about it until today. Please visit the core philosophies article on my investment thesis process for a deeper explanation of the components of this article. Dividend Cycle WHG will go ex-dividend sometime in early September. It should pay $0.57/share one… Read More DGI Adventure 07-03-16 Sold Cash Secured Put +Investment Thesis – Westwood Holdings Group Inc (WHG) – $50.00 strike – Aug 19 Expiration

DGI Adventure 07-03-16 Sold Cash Secured Put + Investment Thesis – Franklin Resources, Inc (BEN) – $30.00 strike – July 15 Expiration

This trade was actually executed on Friday 06/24/16. I didn’t get a chance to write about it until today. Please visit the core philosophies article on my investment thesis process for a deeper explanation of the components of this article. Dividend Cycle BEN went ex-dividend on June 28th. The payout was $0.18/share. It will likely… Read More DGI Adventure 07-03-16 Sold Cash Secured Put + Investment Thesis – Franklin Resources, Inc (BEN) – $30.00 strike – July 15 Expiration

DGI Adventure 07-03-16 Sold Cash Secured Put + Investment Thesis (revisited) – Fastenal Company (FAST) – $41.00 strike – Aug 19 Expiration

This trade was actually executed on Friday 06/24/16. I didn’t get a chance to write about it until today. Please visit the core philosophies article on my investment thesis process for a deeper explanation of the components of this article. I already did an investment thesis on Fastenal back in October when I bought shares… Read More DGI Adventure 07-03-16 Sold Cash Secured Put + Investment Thesis (revisited) – Fastenal Company (FAST) – $41.00 strike – Aug 19 Expiration

DGI Adventure 07-03-16 Sold Cash Secured Put +Investment Thesis – Cisco Systems, Inc (CSCO) – $27.00 strike – July 08 Expiration

This trade was actually executed on Friday 06/24/16. I didn’t get a chance to write about it until today. Please visit the core philosophies article on my investment thesis process for a deeper explanation of the components of this article. Dividend Cycle CSCO goes ex-dividend on 07/05/16. The distribution will be $0.26/share, and I’m going… Read More DGI Adventure 07-03-16 Sold Cash Secured Put +Investment Thesis – Cisco Systems, Inc (CSCO) – $27.00 strike – July 08 Expiration

DGI Adventure 07-03-16 Sold Cash Secured Put +Investment Thesis – HCP, Inc. (HCP) – $32.50 strike – July 15 Expiration

This trade was actually executed on Wednesday 06/22/16. I didn’t get a chance to write about it until today. Please visit the core philosophies article on my investment thesis process for a deeper explanation of the components of this article. Dividend Cycle HCP will go ex-dividend in early August. The dividend should pay $0.575/share. While… Read More DGI Adventure 07-03-16 Sold Cash Secured Put +Investment Thesis – HCP, Inc. (HCP) – $32.50 strike – July 15 Expiration

DGI Adventure 07-02-16 Sold Cash Secured Put – SPDR S&P500 Trust (SPY) – $195.00 strike – Dec 16 Expiration (mini option)

This trade was actually executed on Friday 06/24/16. I didn’t get a chance to write about it until today. Since SPY is an index fund, this doesn’t really conform to my core philosophies article on my investment thesis process. I’m simply trying to average into a position in index funds. I’m using options to lower… Read More DGI Adventure 07-02-16 Sold Cash Secured Put – SPDR S&P500 Trust (SPY) – $195.00 strike – Dec 16 Expiration (mini option)