DGI Adventure 09-19-16 – 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 09-19-16 – Day of Reckoning – ROTH Competition Update

DGI Adventure – 06-19-16 – 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: 1) Total Account Value 2) Total Quarterly Return 3) 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… Read More DGI Adventure – 06-19-16 – Day of Reckoning – ROTH Competition Update

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)

DGI Adventure – 12-09-2015 Investment Anti-Thesis – Chevron Corporation (CVX) – No Sale

This is the second installment in a new series where rather than using the investment thesis process to explain why I want to buy a particular stock, I use it to explain why I’m steering clear…for now anyway. Today’s edition borders on DGI sacrilege, as I dare to question a Dividend Champion! Dividend Cycle Chevron… Read More DGI Adventure – 12-09-2015 Investment Anti-Thesis – Chevron Corporation (CVX) – No Sale