Friday, August 29, 2014
Dividend Day Courtesy of Powershares Build America Bond Fund
Today KDK Fund received a dividend in the amount of $0.115 per share. That brings the total dividends received per share of BAB to $0.23 per share. The dividends have been reinvested into purchasing more shares of BAB. Dividends have now purchased 0.7% of the shares of BAB held by the fund. Reinvested dividends now represent 1.3% of total invested capital in the fund.
Dividends are planned to be used as another revenue vehicle for the fund.
KDK Fund currently has stock holdings in Realty Income, Ford, AT&T, Sysco, and Powershares Build America Bond ETF.
If you have any stocks that you think KDK Fund would be interested in researching, let us know at kdkfund@gmail.com or 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**
Wednesday, August 27, 2014
Week (ending 8/22) In Review Realty Income, Ford, AT&T, Sysco, BAB, Dividends, more
This was a quiet week for KDK Fund. There were no purchases or sales for the week. There were no dividends received during the week. The fund currently holds an 7.6% percentage gain, beating the S&P gain by about 2% for the year. The next scheduled purchase is planned for the next 2-3 weeks. The likely candidates are more shares of either AT&T or Ford. Some metrics of the fund's current holdings are below (notes below):
- The investment percentage change in Realty Income is to reflect the new share purchase last month
- The average has been changed to reflect the percentage amount each investment carries within the portfolio
To see some ideas and rules as to how the fund invests, click on the strategy link here.
If you have any stocks that you think KDK Fund would be interested in researching, let us know at kdkfund@gmail.com or 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**
| Security | Current Price | Purchase Dates (Dividend purchases not included) | Cost Basis (Dividend purchases not included) | Dividends Received Per Share Since Purchase | Current Profit/Loss | Date Sold |
| Realty Income | $45.09 | 1/14/2014 | $41.65 | $0.7300 | 10.01% | Current Holding |
| Ford | $17.17 | 2/11/2014 | $14.90 | $0.1250 | 16.07% | Current Holding |
| AT&T | $34.50 | 3/28/2014 | $35.10 | $0.9250 | 0.93% | Current Holding |
| Sysco | $37.59 | 5/7/2014 | $36.74 | $0.2900 | 3.10% | Current Holding |
| Powershares BAB | $29.72 | 6/23/2014 | $29.08 | $0.1150 | 2.60% | Current Holding |
| Average | 7.60% |
- The investment percentage change in Realty Income is to reflect the new share purchase last month
- The average has been changed to reflect the percentage amount each investment carries within the portfolio
To see some ideas and rules as to how the fund invests, click on the strategy link here.
If you have any stocks that you think KDK Fund would be interested in researching, let us know at kdkfund@gmail.com or 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**
Monday, August 18, 2014
Week (ending 8/15) In Review
The fund did not make any purchases or sales this week. The fund received a dividend from Realty Income. It was reinvested for free. The next planned purchase is scheduled for the next three to five weeks. Below is a spreadsheet with some metrics of the fund's current holdings.
| Security | Current Price | Purchase Dates (Dividend purchases not included) | Cost Basis (Dividend purchases not included) | Dividends Received Per Share Since Purchase | Current Profit/Loss | Date Sold |
| Realty Income | $44.71 | 1/14/2014 | $38.45 | $1.2900 | 19.64% | Current Holding |
| Ford | $17.31 | 2/11/2014 | $14.90 | $0.1250 | 17.01% | Current Holding |
| AT&T | $34.74 | 3/28/2014 | $35.10 | $0.9250 | 1.61% | Current Holding |
| Sysco | $37.45 | 5/7/2014 | $36.74 | $0.2900 | 2.72% | Current Holding |
| Powershares BAB | $29.70 | 6/23/2014 | $29.08 | $0.1150 | 2.53% | Current Holding |
| Average | 8.70% |
If you have any stocks that you think KDK Fund would be interested in researching, let us know at kdkfund@gmail.com or 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**
**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**
Sunday, August 17, 2014
KDK's Investment Plan
KDK Fund has a mission to invest in companies and projects that bring a solid return while falling in line with the standards of the fund. The fund will look to create an income stream for its investors, inspire confidence in the companies and projects it invests in, and provide a blueprint for those looking to invest capital in worthwhile projects while at the same time restricting capital from projects and companies that don't go along with the fund's standards. There will be both fundamental and technical (price) requirements and analysis for each investment. This plan will continuously evolve as the fund grows and different opportunities arise. Feel free to make constructive comments and suggestions as the fund feels collaboration can improve the plan.
Please check back with this page periodically to see any changes made to this post. Updates to the post will be communicated when changes occur.
Current holdings include Realty Income, Ford, AT&T, Sysco, and Powershares Build America Bond ETF.
The companies or projects that the fund will invest in will have business plans with which the fund can align itself. Continuous success in execution of those plans is expected. Some topics that the fund looks at are below.
Management Behavior
- How does management run the business? The fund will use product management, wage behavior, resource management, and profitability as some of the metrics.
Wage Behavior
- Does the company pay wages that create a balanced work atmosphere? Does the company allow its workers to require support from governmental agencies and taxpayers because of its wage structure? What is the wage difference between the CEO and the average worker if the CEO is not the founder? Are stock options evenly distributed throughout the company?
Resource Management
- Does the company have policies in place that promotes stable resource management? The fund is looking to invest in companies that are making an honest effort in curbing its resource use. Does the company promote innovation within its resource usage for long term success?
Profit Growth
- What is the company's profit growth targets? Does the company have a plan, that when executed, creates profit for the company? Does the company make its money through a unique and protected product or service that provides the profit?
Dividends
- Does the company have a stable and growing dividend? How would compounding affect the continuous accumulation of dividends? The fund expects dividend growth overall and dividend reinvestment growth to expand as time goes on.
Options
- Are Options available to trade both on the selling and buying side? The Fund plans to use call selling in order to provide the fund with another revenue stream. If it makes sense, the fund will use the revenue from the call selling to purchase more shares.
Where To Invest In?
Stock/ETF Shares
- First Investments are in shares of stock and ETF securities. This provides a relatively stable environment for the fund to grow. The fund will grow from stock appreciation, and consistent growth in dividend payments
KDK Options
- The Fund will use KDK Options to trade aggressively looking for 5X gains. The plan is to only use a small percentage of the fund for trading options. The fund will look to momentum news and strong technical analysis for each trade.
Please check back with this page periodically to see any changes made to this post. Updates to the post will be communicated when changes occur.
Current holdings include Realty Income, Ford, AT&T, Sysco, and Powershares Build America Bond ETF.
The companies or projects that the fund will invest in will have business plans with which the fund can align itself. Continuous success in execution of those plans is expected. Some topics that the fund looks at are below.
Management Behavior
- How does management run the business? The fund will use product management, wage behavior, resource management, and profitability as some of the metrics.
Wage Behavior
- Does the company pay wages that create a balanced work atmosphere? Does the company allow its workers to require support from governmental agencies and taxpayers because of its wage structure? What is the wage difference between the CEO and the average worker if the CEO is not the founder? Are stock options evenly distributed throughout the company?
Resource Management
- Does the company have policies in place that promotes stable resource management? The fund is looking to invest in companies that are making an honest effort in curbing its resource use. Does the company promote innovation within its resource usage for long term success?
Profit Growth
- What is the company's profit growth targets? Does the company have a plan, that when executed, creates profit for the company? Does the company make its money through a unique and protected product or service that provides the profit?
Dividends
- Does the company have a stable and growing dividend? How would compounding affect the continuous accumulation of dividends? The fund expects dividend growth overall and dividend reinvestment growth to expand as time goes on.
Options
- Are Options available to trade both on the selling and buying side? The Fund plans to use call selling in order to provide the fund with another revenue stream. If it makes sense, the fund will use the revenue from the call selling to purchase more shares.
Where To Invest In?
Stock/ETF Shares
- First Investments are in shares of stock and ETF securities. This provides a relatively stable environment for the fund to grow. The fund will grow from stock appreciation, and consistent growth in dividend payments
KDK Options
- The Fund will use KDK Options to trade aggressively looking for 5X gains. The plan is to only use a small percentage of the fund for trading options. The fund will look to momentum news and strong technical analysis for each trade.
Saturday, August 16, 2014
Dividend Day for Realty Income
Today, KDK Fund received a monthly dividend from Realty Income (symbol O) in the amount of about $0.183 per share. That brings the total amount of dividends per share to $1.28. The funds have been automatically reinvested for free. This dividend includes the purchase of shares made last month, which has doubled the monthly dividend. Dividend compounding will continue its growth moving forward. 1.7% of the shares owned by KDK Fund are from dividend reinvestment purchases.
KDK Fund plans on using reinvested dividends to grow its portfolio.
KDK Fund currently has stock holdings in Realty Income, Ford, AT&T, Sysco, and Powershares Build America Bond ETF.
If you have any stocks that you think KDK Fund would be interested in researching, let us know at kdkfund@gmail.com or 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**
KDK Fund plans on using reinvested dividends to grow its portfolio.
KDK Fund currently has stock holdings in Realty Income, Ford, AT&T, Sysco, and Powershares Build America Bond ETF.
If you have any stocks that you think KDK Fund would be interested in researching, let us know at kdkfund@gmail.com or 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**
Monday, August 11, 2014
Week In Review Ending 8/7 (Realty Income, Ford, AT&T, Sysco, Powershares BAB, more)
The fund had a quiet week. There were no purchases or sales. No dividends were received. There is a dividend expected from Realty Income next week. The next purchase is scheduled to be made in 4-5 weeks. Below is a spreadsheet with some of the current holdings metrics.
, Security | Current Price | Purchase Dates (Dividend purchases not included) | Cost Basis (Dividend purchases not included) | Dividends Received Per Share Since Purchase | Current Profit/Loss | Date Sold |
| Realty Income | $43.80 | 1/14/2014 | $38.45 | $1.1050 | 16.79% | Current Holding |
| Ford | $17.09 | 2/11/2014 | $14.90 | $0.1250 | 15.54% | Current Holding |
| AT&T | $34.47 | 3/28/2014 | $35.10 | $0.9250 | 0.84% | Current Holding |
| Sysco | $36.27 | 5/7/2014 | $36.74 | $0.2900 | -0.49% | Current Holding |
| Powershares BAB | $29.54 | 6/23/2014 | $29.08 | $0.1150 | 1.98% | Current Holding |
| Average | 6.93% |
If you have any stocks that you think KDK Fund would be interested in researching, let us know at kdkfund@gmail.com or 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**
**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**
Monday, August 4, 2014
Week In Review 8/1 (Realty Income, Ford, AT&T, Sysco, BAB, Dividends, Purchases, more)
This was the busiest week ever for the fund activity wise. The fund purchased more shares of Realty Income (see post link here). There were no sales for the week. There were dividends received and reinvested by Powershares Build America Bond ETF (link here), and AT&T (link here). The next scheduled purchase will probably be in the late September time frame. Below is a spreadsheet with some of the fund's holdings metrics.
If you have any stocks that you think KDK Fund would be interested in researching, let us know at kdkfund@gmail.com or 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**
| Security | Current Price | Purchase Dates (Dividend purchases not included) | Cost Basis (Dividend purchases not included) | Dividends Received Per Share Since Purchase | Current Profit/Loss | Date Sold | Ending Profit/Loss |
| Realty Income | $42.98 | 1/14/2014 | $38.45 | $1.1050 | 14.66% | Current Holding | |
| Ford | $16.81 | 2/11/2014 | $14.90 | $0.1250 | 13.66% | Current Holding | |
| AT&T | $35.33 | 3/28/2014 | $35.10 | $0.9250 | 3.29% | Current Holding | |
| Sysco | $35.78 | 5/7/2014 | $36.74 | $0.2900 | -1.82% | Current Holding | |
| Powershares BAB | $29.52 | 6/23/2014 | $29.08 | $0.1150 | 1.91% | Current Holding | |
| Average | 6.34% |
If you have any stocks that you think KDK Fund would be interested in researching, let us know at kdkfund@gmail.com or 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**
Friday, August 1, 2014
Dividend Day for AT&T
Today, KDK Fund received the quarterly dividend. The fund received $0.46 per share. The dividends were reinvested for free. The current price of AT&T is about $35.60.
Compounding has taken effect with the dividend for AT&T. Because the previous dividend payment was reinvested, this quarter's total dividend payment was 1.1% more than last quarter's payment. This is one area that KDK Fund will look to use to build its wealth.
KDK Fund currently has stock holdings in Realty Income, Ford, AT&T, Sysco, and Powershares Build America Bond ETF.
If you have any stocks that you think KDK Fund would be interested in researching, let us know at kdkfund@gmail.com or 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**
Compounding has taken effect with the dividend for AT&T. Because the previous dividend payment was reinvested, this quarter's total dividend payment was 1.1% more than last quarter's payment. This is one area that KDK Fund will look to use to build its wealth.
KDK Fund currently has stock holdings in Realty Income, Ford, AT&T, Sysco, and Powershares Build America Bond ETF.
If you have any stocks that you think KDK Fund would be interested in researching, let us know at kdkfund@gmail.com or 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 With BAB
Yesterday, KDK Fund received a dividend of about $0.115 per share from Powershares Build America Bond ETF (symbol BAB). The dividends will be reinvested for free. The current price of the shares are about $29.40.
Dividends are a growing part of KDK Fund's portfolio. The Fund expects to use reinvestment to have a compounding effect on the growth of the account.
If you have any stocks that you think KDK Fund would be interested in researching, let us know at kdkfund@gmail.com or 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**
Dividends are a growing part of KDK Fund's portfolio. The Fund expects to use reinvestment to have a compounding effect on the growth of the account.
If you have any stocks that you think KDK Fund would be interested in researching, let us know at kdkfund@gmail.com or 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**
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