DGI Adventure 10-14-16 Sold Cash Secured Put + Investment Thesis (Revisited) – Whole Foods Market, Inc. (WFM) – $26.00 strike – Nov 04 Expiration

This trade was executed yesterday 10/13/16. I first did went through my investment thesis process for Whole Foods back in October of 2015 when my wife was considering shares for her Roth. Since it’s been a year, it’s probably worth revisiting the quantitative case again. I don’t think the qualitative stuff has changed too much… Read More DGI Adventure 10-14-16 Sold Cash Secured Put + Investment Thesis (Revisited) – Whole Foods Market, Inc. (WFM) – $26.00 strike – Nov 04 Expiration

DGI Adventure 09-30-16 Sold Cash Secured Put – Visa Inc (V) – $78.00 strike – Oct 28 Expiration

This trade was executed yesterday 09/29/16 I’m reopening a position from July albeit at a slightly higher strike price. That post covers all the elements of the core philosophies of  my investment thesis process. In the meantime, I have updated the portfolio and income tracker back at the mothership to reflect this position. Dividend Cycle… Read More DGI Adventure 09-30-16 Sold Cash Secured Put – Visa Inc (V) – $78.00 strike – Oct 28 Expiration

DGI Adventure 07-19-16 Sold Cash Secured Put + Investment Thesis – Visa Inc. (V) – $75.00 strike – Aug 12 Expiration

This trade was actually executed yesterday 07/18/16. Please visit the core philosophies article on my investment thesis process for a deeper explanation of the components of this article. Dividend Cycle V will go ex-dividend in early/mid August…right around when this trade will be expiring (it went ex-div on 08/12 in 2015). V is a dividend… Read More DGI Adventure 07-19-16 Sold Cash Secured Put + Investment Thesis – Visa Inc. (V) – $75.00 strike – Aug 12 Expiration

DGI Adventure – 01-10-2016 Investment Thesis – Gilead Sciences Inc (GILD) – $96.10/share

Please visit the core philosophies article on my investment thesis process for a full explanation of the components of this article. Dividend Cycle GILD paid its first dividend ever in June of 2015, so it has yet to establish a predictable dividend calendar yet. If I had to guess the next dividend will be in… Read More DGI Adventure – 01-10-2016 Investment Thesis – Gilead Sciences Inc (GILD) – $96.10/share