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 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 10-30-16 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 10-28-16 Limit Order Executed – Vanguard REIT ETF (VNQ) – $81.00/share

Earlier in the month I talked about the first batch of VNQ shares I bought, and I mentioned again that I had another limit order waiting at $81. I guess everybody remembered that the FOMC is probably going to raise rates in December? IDK…it was kind of weird. Bond yield shot up, the dollar rose,… Read More DGI Adventure 10-28-16 Limit Order Executed – Vanguard REIT ETF (VNQ) – $81.00/share

DGI Adventure 10-23-16 SOLD: 26.6757 Shares of HCP, Inc. for $36.77/share

This was kind of a housekeeping trade more than anything, but I’m trying to be completely transparent here and documenting everything. Observant readers will remember that I sold an HCP put in my beneficiary IRA back on 09/01/16 and the shares were assigned to me on 09/16/16 when the contract expired in the money. Those… Read More DGI Adventure 10-23-16 SOLD: 26.6757 Shares of HCP, Inc. for $36.77/share

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