DGI Adventure 09-16-16 Quadruple Witching: Activity Summary and Expiry Discussion

Today is quadruple witching day!! Happy quadruple witching!!! When in need of a meaningless story, the financial media sure likes to point out when this happens, although, I’m skeptical if it’s really that much different from any other Friday. Well for our purposes, we know that means it will be a day of reckoning after… Read More DGI Adventure 09-16-16 Quadruple Witching: Activity Summary and Expiry Discussion

DGI Adventure 09-09-16 Sold Cash Secured Put – Gap, Inc. (GPS) – $21.00 strike – Oct 7 Expiration

This trade was actually executed on Tuesday 09/06/16. I didn’t get a chance to write about it until today. I’ve written several write-ups on GPS investments recently, so this one won’t be following the core philosophies article on my investment thesis process. The original investment thesis was done nearly a year ago when I first… Read More DGI Adventure 09-09-16 Sold Cash Secured Put – Gap, Inc. (GPS) – $21.00 strike – Oct 7 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 08-14-16 Sold Cash Secured Put – The GAP Inc (GPS) – $21.50 strike – Sept 02 Expiration

This trade was actually executed on Tuesday 08/09/16. I didn’t get a chance to write about it until today. Sorry, but no investment thesis process for this trade. I’ve already done that for GPS. The dividend income tracker and portfolio are updated though. You do check those right? It’s been nearly a year but my… Read More DGI Adventure 08-14-16 Sold Cash Secured Put – The GAP Inc (GPS) – $21.50 strike – Sept 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)

DGI Adventure 08-05-16 Sold Cash Secured Put – VEREIT Inc. (VER) – $10.50 strike – Aug 19 Expiration

This trade was actually executed on Wednesday 08/03/16. 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 08-05-16 Sold Cash Secured Put – VEREIT Inc. (VER) – $10.50 strike – Aug 19 Expiration

DGI Adventure 08-03-16 – Fixed Income Fund Watch List Part 4 of 3 – CA Municipal Bond Funds

In May I published parts one and two of my research into fixed income Closed End Funds (CEFs). I meant to publish part three that month as well, but I didn’t put it up until July. Little did you know that I was secretly working on a part four! Well maybe you did know. If… Read More DGI Adventure 08-03-16 – Fixed Income Fund Watch List Part 4 of 3 – CA Municipal Bond Funds