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CubeSmart (CUBE) Put Sale – 03/07/2025
I found another good candidate today for selling a put. I wrote one contract on CubeSmart (CUBE), a self-managed REIT focused primarily on the ownership, operation, management, acquisition, anddevelopment of self-storage properties in the United States. They service about half the states in the country. The chart below shows that, after taking a tumble in…
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Citigroup (C)
Citigroup (C) Company Profile Citigroup Inc., a diversified financial service holding company, provides various financial product and services to consumers, corporations, governments, and institutions worldwide. It operates through five segments: Services, Markets, Banking, U.S. Personal Banking, and Wealth. The Services segment includes Treasury and Trade Solutions, which provides cash management, trade, and working capital solutions…
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Citigroup (C) Put Sale – 03/06/2025
Today I implemented our put selling strategy for the first time. I wrote one contract on Citigroup (C), a nationally well known financial service holding company. As you can see on the annotated chart, Citigroup had responded positively to a recent earnings announcement, and then traded sideways for a time. This is denoted below by…
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Vanguard 500 Index Fund (VOO)
Vanguard 500 Index Fund (VOO) Fund Profile VOO seeks to track the performance of the Standard & Poor‘s 500 Index that measures the investment return of large-capitalization stocks. The fund employs an indexing investment approach designed to track the performance of the Standard & Poor’s 500 Index, a widely recognized benchmark of U.S. stock market…
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Vanguard Mega Cap Growth Index Fund (MGK)
Vanguard Mega Cap Growth Index Fund (MGK) Fund Profile MGK seeks to track the performance of the CRSP U.S. Mega Cap Growth Index. The fund employs an indexing investment approach designed to track the performance of the index. The index is a float-adjusted, market-capitalization-weighted index designed to measure equity market performance of mega-capitalization growth stocks…
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iShares Core Dividend Growth ETF (DGRO)
iShares Core Dividend Growth ETF (DGRO) Fund Profile iShares Core Dividend Growth ETF (DGRO) seeks to track the investment results of the Morningstar® U.S. Dividend Growth IndexSM. The fund generally will invest at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are…
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Ares Capital Corporation (ARCC)
Ares Capital Corporation (ARCC) Company Profile Ares Capital Corporation (ARCC) is a business development company. The company specializes in the acquisition, recapitalization, mezzanine debt, restructurings, rescue financing, and leveraged buyout transactions of middle market companies. It also makes growth capital and general refinancing. ARCC prefers to make investments in companies engaged in the basic and…
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Cornerstones of our Portfolio
Over the past few days, I got our new account, “Big Bad Baa!” all set up with Level 1 options permissions at Fidelity. I started this account with a small amount of initial funding ($50,000.) Earlier today I made an initial four purchases. I plan for these to serve as cornerstones of our new and…
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What is an investment?
So you’re wondering what an investment is all about? Think of it like planting a seed. You put something (money, in this case) into the ground, hoping it will grow into something bigger and better. That’s essentially what investing is. Instead of burying cash in your backyard (which, by the way, isn’t a great investment!),…
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What is a stock?
A basic question that often comes from novice investors is “What is a stock? Why would I want one?” The answer to “what is a stock?” is that a stock represents partial ownership in a company, giving the stockholder a claim on the company’s earnings and assets. When you buy a stock, you’re essentially purchasing a…
Warner-Gushulak Family Trust
How to become the biggest, baddest wolf in the sheep pasture