Week In Review 4/20-4/26 (Realty Income, Ford, AT&T, more)

There were no purchases or sales this week. There were no dividends received this week either. Information on the current holdings is below. Future possible candidates include Sysco, and the commodity ETF DBC (covers a basket of commodities). The next planned purchase of shares will be in the next 2 weeks.

Realty Income (symbol O) - Realty Income closed the week at $42.89. That is an increase of $1.00 for the week. The next dividend is planned for around the 15th of May. The fund will continue to hold onto shares.

Ford (symbol F) - Ford closed the week at $15.78. That is a decline of $0.22 for the week. The next dividend is planned for around June 1st. The fund will continue to hold onto shares.

AT&T (symbol T) - AT&T closed the week at $34.49. That is a decline of $1.55 for the week. The next dividend is planned for around May 1st. The fund will continue to hold onto shares.

 You can also follow KDK Fund on Stocktwits (kdkfund) and on Twitter (@kdkfund).

**All posts on this blog are information and opinions only. They are not to be considered recommendations to buy or sell any security. Please do your due diligence first before trading and investing. Please direct all questions and comments to the blog or to kdkfund@gmail.com**  

Week In Review 4/12-4/19 (Realty Income, Ford, AT&T, Dividend Reinvestment, more)

There were no new purchases during last week. There was a dividend received and reinvested from Realty Income. Total capital breakdown is 1% from KDK Options, 0.3% from dividends, and 98.7% from investors.

Realty Income closed the week at $41.89. That is an increase of $0.46 for the week. A dividend was received and reinvested on the 15th, see post here. The fund will continue to hold shares.

Ford closed the week at $16.00. That is an increase of $0.37 for the week. The next dividend is planned to be received in early June. The fund will continue to hold shares.

AT&T closed the week at $36.04. That is an increase of $0.84 for the week. The next dividend is planned to be received in early May. The fund will continue to hold shares.

The next purchase is scheduled for the next 2-4 weeks.

 Future candidates include Sysco (symbol SYY). 

You can also follow KDK Fund on Stocktwits (kdkfund) and on Twitter (@kdkfund).

**All posts on this blog are information and opinions only. They are not to be considered recommendations to buy or sell any security. Please do your due diligence first before trading and investing. Please direct all questions and comments to the blog or to kdkfund@gmail.com**   

Dividend Day! Dividend Day!

Yesterday, Realty Income issued a dividend of of $0.1824 per share. That puts the total amount of dividends received by KDK Fund since it purchased shares of Realty Income to $0.547 per share.

Reinvested dividends now are  0.3% of the total holdings. The account now has 24 pay days out of the year where it will receive dividends from its holdings. The next dividend will be received on or around May 1 by AT&T. All dividends are still scheduled to be reinvested.

One of the goals of KDK Fund is to be able to show how dividend reinvestment can expand your ability to build wealth.

 You can also follow KDK Fund on Stocktwits (kdkfund) and on Twitter (@kdkfund).

**All posts on this blog are information and opinions only. They are not to be considered recommendations to buy or sell any security. Please do your due diligence first before trading and investing. Please direct all questions and comments to the blog or to kdkfund@gmail.com**  

Week In Review 4/6-4/12

The Fund did not make any purchases or sales for the week. There were no dividends received during the week.

Realty Income closed the week at $41.43. That is a decrease of $0.31 from last week. The fund will continue to hold shares.

Ford closed the week at $15.63. That is a decrease of $0.50 from last week. The fund will continue to hold shares.

AT&T closed the week at $35.20. That is a decrease of $0.35 from last week. The fund will continue to hold shares.

The fund expects to receive a dividend from Realty Income next week. The dividends will be reinvested into the stock.

Future candidates include Sysco.

You can also follow KDK Fund on Stocktwits (kdkfund) and on Twitter (@kdkfund).

**All posts on this blog are information and opinions only. They are not to be considered recommendations to buy or sell any security. Please do your due diligence first before trading and investing. Please direct all questions and comments to the blog or to kdkfund@gmail.com**  

Why What You Invest In Is Important (Hobby Lobby As Example)

Recently, Hobby Lobby has been in public dispute over health care requirements that have to do with providing insurance that covers contraception. In response to this public display of action, opponents of Hobby Lobby have used the fact that mutual funds that cover Hobby Lobby's 401k program include investments into companies that manufacture contraception including the Plan B pill. A story by Huffington Post's Laura Bassett goes into detail about the issue (link here).

This brings to light one of the central tenet's of KDK Fund's philosophy. Find ways to invest only in what you believe in. Hobby Lobby's 401k dilemma is another example of how the finance industry could improve upon its service by providing company specific catered retirement plans. Because commissions are so low now, this action is possible. Hobby Lobby should not have to invest in corporations that it does not believe in. Nor should anyone.

But the lure of money makes people do silly things and bend their rules investment wise. In Hobby Lobby's case, the individual in the company charged with overseeing their 401k program should be making sure none of their money goes to where it is not supposed to go. It is sometimes hard to figure out and mistakes like this happen. But not correcting it puts their argument about the health care situation on shaky ground. It also questions the validity to their corporate ideals about contraception.

Some in the financial industry will try and sell you on the idea that it is only a small portion of your capital that is going into companies that you do not like and that you should accept that. Don't even think about accepting that premise. It is your money. Make sure it is invested the way you want it invested. If your current advisor can't do it for you, find another one. Decent fees have a way of convincing financial advisors to do the work needed.

Hobby Lobby has a big decision to make in regards to its culture. Does the financial advisor's culture win or the company's culture? We'll have to wait and see.

**All posts on this blog are information and opinions only. They are not to be considered recommendations to buy or sell any security. Please do your due diligence first before trading and investing. Please direct all questions and comments to the blog or to kdkfund@gmail.com** 

Week In Review (Realty Income, Ford, AT&T, more)

The fund did not make any purchases or sales this week. The next scheduled purchase will be in 4-6 weeks.

Realty Income closed the week at $40.74, which is exactly where it closed last week. The fund will continue to hold the shares into next week. The next dividend payment is scheduled for 4/18.

Ford closed the week at $16.13. That is a rise of $ 0.69 for the week. The fund will continue to hold the shares into next week. The next scheduled dividend payment is 6/14.

AT&T closed the week at $35.55. That is a rise of  $0.55 for the week. The fund will continue to hold the shares into next week. The next scheduled dividend payment is 5/1.

Future candidates for the fund include building on current positions, or new purchases (Sysco and Starbucks are on the radar).



 You can also follow KDK Fund on Stocktwits (kdkfund) and on Twitter (@kdkfund).

**All posts on this blog are information and opinions only. They are not to be considered recommendations to buy or sell any security. Please do your due diligence first before trading and investing. Please direct all questions and comments to the blog or to kdkfund@gmail.com**