Monday, November 24, 2014

Week 11/21 In Review ($O, $F, $T, $SYY, $BAB, $CTF, Dividends)

There were no purchases or sales last week. The fund did receive a dividend from Realty Income, which was automatically reinvested for free. The next scheduled purchase will be in the next 2-3 weeks. Some metrics of the current holdings is below.



CompanyCurrent PricePurchase Dates (not including dividend reinvestment purchases)Cost Basis (includes dividend purchasesDividends Received Per Share Since PurchaseCurrent Profit/LossDate Sold
Realty Income$45.961/14/2014, 7/29/2014$41.68$1.110010.27%Current Holding
Ford$15.412/11/2014$14.89$0.25003.49%Current Holding
AT&T$35.283/28/2014, 9/12/2014$34.87$0.92751.18%Current Holding
Sysco$39.705/7/2014$36.66$0.58008.29%Current Holding
Powershares BAB$29.866/23/2014$29.06$0.34502.75%Current Holding
Nuveen Comm$14.6510/22/2014$14.90$0.1350-1.68%Current Holding
Average



4.67%



 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, November 17, 2014

Dividend Day Courtesy of Realty Income

Today, KDK Fund received a dividend payment from Realty Income. The dividend was automatically reinvested for free. Dividends now represent over 3% of the capital invested in Realty Income and 1.9% of the capital invested in the fund.

The next scheduled dividend to be received will be Nov 28th by Powershares Build America Bond Fund on the 28th of November.

 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**

Week 11/14 In Review

There were no purchases or sales this past week. There were no dividends received this week. The next scheduled purchase should be in the next 2-4 weeks. Some metrics of the current holdings are below.


CompanyCurrent PricePurchase Dates (not including dividend reinvestment purchases)Cost Basis (includes dividend purchasesDividends Received Per Share Since PurchaseCurrent Profit/LossDate Sold
Realty Income$45.701/14/2014, 7/29/2014$41.68$1.11009.64%Current Holding
Ford$15.142/11/2014$14.89$0.25001.68%Current Holding
AT&T$35.903/28/2014, 9/12/2014$34.87$0.92752.95%Current Holding
Sysco$38.585/7/2014$36.66$0.58005.24%Current Holding
Powershares BAB$29.796/23/2014$29.06$0.34502.51%Current Holding
Nuveen Comm$14.6010/22/2014$14.90$0.1350-2.01%Current Holding
Average



4.23%

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, November 10, 2014

Week 11/7 In Review ( O, F, T, SYY, BAB, CTF)

There were no new purchases or sales last week. There were dividend payments received from Nuveen Commodity and AT&T last week. The next scheduled purchase will be in 3-4 weeks. Some metrics of the current holdings are below.


SecurityCurrent PricePurchase Dates (not including dividend reinvestment purchases)Cost Basis (includes dividend purchasesDividends Received Per Share Since PurchaseCurrent Profit/LossDate Sold
Realty Income$47.011/14/2014, 7/29/2014$41.68$1.110012.79%Current Holding
Ford$14.202/11/2014$14.89$0.2500-4.63%Current Holding
AT&T$34.913/28/2014, 9/12/2014$34.87$0.92750.11%Current Holding
Sysco$38.065/7/2014$36.66$0.58003.82%Current Holding
Powershares BAB$29.926/23/2014$29.06$0.34502.96%Current Holding
Nuveen Comm$14.8710/22/2014$14.90$0.1350-0.20%Current Holding
Average



3.90%


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**

Thursday, November 6, 2014

Throw Back Thursday Quote From Warren Buffet

Back in 2008, in a letter to Berkshire's shareholders, Warren Buffet left this nugget (below) to digest. This quote was picked up from Business Insider and the link is provided here.

""I have pledged – to you, the rating agencies and myself – to always run Berkshire with more than ample cash. We never want to count on the kindness of strangers in order to meet tomorrow’s obligations. When forced to choose, I will not trade even a night’s sleep for the chance of extra profits."

This quote is a reminder that wealth building does not mean ruining your quality of life.Because there are ample opportunities to create a sustained level of wealth, there should not be a reason to be so stressed over investments that you lose sleep. 


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, November 3, 2014

Dividend Day Courtesy of AT&T and Nuveen Commodity Fund

Today, the fund received dividend payments from AT&T and Nuveen Commodity Long/Short Fund. Both dividends were reinvested for free. Dividends now represent more than 1.9% of the capital invested in the fund.

This is the first dividend received from Nuveen. It is expected to compound because of the reinvestment program. Dividends now represent 1% of the capital invested in CTF. 

The dividend from AT&T was 100% greater than the last dividend received. This was because of both new shares being purchased and the compounding effect of previous dividends being reinvested. In fact, compounding due to reinvestment caused the dividend to be over 1% higher than it would have been without reinvestment. Dividends reinvested now represent more than 2.5% of the capital invested in AT&T.

As can be shown from the fund's performance, dividends are a key player in building wealth. The next scheduled dividend payment to be received will be from Realty Income somewhere around the 15th of the month.

 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**

Week 10/31 In Review

There were no new purchases or sales this week. There was a dividend received from Powershares BAB that was reinvested (link here). The next scheduled purchase will happen in the next 4-6 weeks. Some metrics of the current holdings are below.


SecurityCurrent PricePurchase Dates (not including dividend reinvestment purchases)Cost Basis (includes dividend purchasesDividends Received Per Share Since PurchaseCurrent Profit/LossDate Sold
Realty Income$46.031/14/2014, 7/29/2014$41.68$1.110010.44%Current Holding
Ford$14.092/11/2014$14.91$0.2500-5.50%Current Holding
AT&T$34.843/28/2014, 9/12/2014$34.95$0.4625-0.31%Current Holding
Sysco$38.545/7/2014$36.73$0.58004.93%Current Holding
Powershares BAB$29.746/23/2014$29.06$0.34502.34%Current Holding
Nuveen Comm$14.7410/22/2014$14.90$0.0000-1.07%Current Holding
Average



2.96%


 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**