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 03-20-17 – Expiry Discussion and Miscellany

Last Friday was the third Friday of the month, which is when the monthly options expire. Of course once a quarter options and futures on both stocks and indexes all expire, and it’s called quadruple witching. Last Friday was also quadruple witching. Quadruple witching sounds really ominous, but there doesn’t seem to me to be… Read More DGI Adventure 03-20-17 – Expiry Discussion and Miscellany

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 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 10-29-16 Sold Cash Secured Put + Investment Thesis – Polaris Industries Inc. (PII) – $75.00 strike – Nov 18 Expiration

This trade was actually executed on Tuesday 10/25/16. 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 have updated the portfolio and income tracker back at the mothership to reflect this… Read More DGI Adventure 10-29-16 Sold Cash Secured Put + Investment Thesis – Polaris Industries Inc. (PII) – $75.00 strike – Nov 18 Expiration

DGI Adventure 10-27-16 Sold Cash Secured Put + Cisco Systems, Inc. (CSCO) – $29.00 strike – Nov 18 Expiration

This trade was actually executed yesterday 10/26/16. I went through my investment thesis process for CSCO when I first initiated a position back in June, so this post will just be to record the trade. I have updated the portfolio and income tracker back at the mothership to reflect this position. Dividend Cycle CSCO went… Read More DGI Adventure 10-27-16 Sold Cash Secured Put + Cisco Systems, Inc. (CSCO) – $29.00 strike – Nov 18 Expiration

DGI Adventure 10-14-16 Sold Cash Secured Put – Target Corporation (TGT) – $67.00 strike – Nov 04 Expiration

This trade was actually executed on Tuesday 10/11/16. I didn’t get a chance to write about it until today. I went through the full blown investment thesis process back when I wrote up the original TGT put investment thesis, which was published in August. The point of this post is just to document the trade.… Read More DGI Adventure 10-14-16 Sold Cash Secured Put – Target Corporation (TGT) – $67.00 strike – Nov 04 Expiration

DGI Adventure 10-1-16 Sold Cash Secured Put – Gilead Sciences, Inc (GILD) – $74.50 strike – Oct 28 Expiration

This trade was actually executed on Tuesday 09/27/16. I didn’t get a chance to write about it until today. I walked through all of the core philosophies elements of  my investment thesis process way back in January. Additional discussions can be found in the posts from August when I sold puts in GILD. This is… Read More DGI Adventure 10-1-16 Sold Cash Secured Put – Gilead Sciences, Inc (GILD) – $74.50 strike – Oct 28 Expiration