DGI Adventure 03-02-2017 Month in Review – February 2017

Well the shortest month of the year is over. This month’s brevity, however, belies its significance. It was extremely busy. Most importantly we bought a second house and moved to Denver, CO. Month to month our total liquid assets dropped substantially as a result of the 20% down-payment. Of course we didn’t lose that money,… Read More DGI Adventure 03-02-2017 Month in Review – February 2017

DGI Adventure 01-09-17 Sold Cash Secured Put – VEREIT Inc (VER) – $8.00 strike – Dec 30 Expiration

This trade was actually executed on Thursday 12/15/16, and as you can tell from the title has already expired. The income from the trade was already reported in my December monthly summary, which was published last week. I just didn’t get a chance to write about it until today. I’m running a little behind, but… Read More DGI Adventure 01-09-17 Sold Cash Secured Put – VEREIT Inc (VER) – $8.00 strike – Dec 30 Expiration

DGI Adventure 10-30-16 End of the Year Stock Watchlist – IRA Account Candidates

It’s been awhile since I’ve done a stock watch list. Over the summer I spent most of my research energy looking at bond funds, so my watch lists from May (twice), July and August were focused on that. The last time I did a watch list of actual stocks was waaay back in March! So… Read More DGI Adventure 10-30-16 End of the Year Stock Watchlist – IRA Account Candidates

DGI Adventure 10-28-16 Limit Order Executed – Vanguard REIT ETF (VNQ) – $81.00/share

Earlier in the month I talked about the first batch of VNQ shares I bought, and I mentioned again that I had another limit order waiting at $81. I guess everybody remembered that the FOMC is probably going to raise rates in December? IDK…it was kind of weird. Bond yield shot up, the dollar rose,… Read More DGI Adventure 10-28-16 Limit Order Executed – Vanguard REIT ETF (VNQ) – $81.00/share

DGI Adventure 10-23-16 SOLD: 26.6757 Shares of HCP, Inc. for $36.77/share

This was kind of a housekeeping trade more than anything, but I’m trying to be completely transparent here and documenting everything. Observant readers will remember that I sold an HCP put in my beneficiary IRA back on 09/01/16 and the shares were assigned to me on 09/16/16 when the contract expired in the money. Those… Read More DGI Adventure 10-23-16 SOLD: 26.6757 Shares of HCP, Inc. for $36.77/share

DGI Adventure 10/6/16 – Limit Order Executed – Vanguard REIT ETF (VNQ) – $83.00/share

I mentioned a couple weeks back that I had placed some gaff fishing limit orders for VNQ in my traditional IRA account. Well one of those orders executed yesterday 10/05/16. Woo hoo! Let’s talk about it! First some background on where the cash for those limit orders came from. Back in May I transferred that… Read More DGI Adventure 10/6/16 – Limit Order Executed – Vanguard REIT ETF (VNQ) – $83.00/share

DGI Adventure 10-05-16 Sold Cash Secured Put – VEREIT Inc. (VER) – $9.50 strike – Nov 04 Expiration

This trade was executed yesterday on 10/04/16. I am trying to transfer ownership of my REITs from my taxable account to a tax-advantaged inherited IRA. I was successful at getting assigned my HCP shares, and now I’m trying to complete the process by selling puts in VER as well. I’ve been assigned 200 shares so… Read More DGI Adventure 10-05-16 Sold Cash Secured Put – VEREIT Inc. (VER) – $9.50 strike – Nov 04 Expiration

DGI Adventure 09-08-16 Sold Cash Secured Put  – HCP, Inc. (HCP) – $37.50 strike – Sept 16 Expiration

This trade was actually executed on Thursday 09/01/16. I didn’t get a chance to write about it until today. I went through my investment thesis process back on June 22nd when I first sold a put for HCP, so I won’t do a full-blown write-up here. I have updated the portfolio and income tracker back… Read More DGI Adventure 09-08-16 Sold Cash Secured Put  – HCP, Inc. (HCP) – $37.50 strike – Sept 16 Expiration

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 08-06-16 Sold Cash Secured Put – HCP, Inc (HCP) – $37.50 strike –  Aug 19 Expiration (plus bonus options expiry discussion)

This trade was actually executed yesterday 08/05/16. For my last trade in HCP, I posted a full blown writeup that (sort of) conformed to the core philosophies article on my investment thesis process. My crisis of faith in REITs still isn’t resolved, but it’s not enough for me to sell out of the position. I… Read More DGI Adventure 08-06-16 Sold Cash Secured Put – HCP, Inc (HCP) – $37.50 strike –  Aug 19 Expiration (plus bonus options expiry discussion)