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 10/6/16 – 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 09-16-16 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 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 08-05-16 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 05-23-16 – Sold Puts: VER July 15 2016 $9.00 strike @ $0.25/share

Even though I took my leap of faith over a week ago, some of the funds from my Beneficiary IRA transfer have only now hit my Interactive Brokers account. Since IB doesn’t support most of the mutual funds I held, the rest of the funds are going to take a few more days, which means… Read More DGI Adventure 05-23-16 – Sold Puts: VER July 15 2016 $9.00 strike @ $0.25/share

DGI Adventure -05-06-16 Market Musings – The Case of the Disappearing Imaginary Loss

One of the hardest things to do as an investor is to not freak out over imaginary losses. The only thing harder is not getting too uppity about imaginary gains. It’s only natural to look at our holdings and think about them in dollar terms. The brokerage account constantly reminds you how much your investment… Read More DGI Adventure -05-06-16 Market Musings – The Case of the Disappearing Imaginary Loss