Plan for KDK Fund in 2016

First of all, let's make sure and give thanks for 2015. Lessons were learned, gains were made, and health was maintained.

Now on to 2016 ;).

The mission will still stay the same. There are added reasons outside of just making money that the fund has invested in each of these companies. Finding companies to invest in that match the outside of revenue reasons is something the fund feels is important.

The plan is to continue building the current holdings for KDK Fund. There are currently 5 holdings (Ford, AT&T, MFA Financial, First Financial Bancorp, and Powershares Build America Bond Fund) and the likelihood that this will increase for 2016 is small.

There is an expectation that dividends in the companies will be increased for 2016. The compounding effect of reinvesting dividends for free will have a larger impact in 2016.

The fund feels that price appreciation for the current holdings will be somewhere in the 5-10% levels. Ford, and First Financial Bancorp have the highest likelihood to move higher than 10% based on revenue projections and current price. Powershares Build America Bond Fund looks to be the current holding that will have the worst movement during 2016.

The big goal for 2016 is to grow the portfolio to a point where the fund is able to start selling call options on the currently owned stocks. This will provide an added revenue stream that should kick the wealth building to the next level.

Good luck to all in your investing activities.

Ford Google Partnership

There has been some news that Ford (a current KDK Fund holding), and Google are partnering on future car endeavors. The fund is excited about this as it shows that Ford is being proactive when it comes to large issues in the car industry.

Attached are a few stories (one from Barron's Ben Levisohn here), (USA Today's Alisa Priddle Detroit Free Press here), and (WIRED's Alex Davies here).    



**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 or on twitter @kdkfund.

Week (12/25) In Review (dividends, more)

There were no new purchases or sales during the week. The next scheduled purchase is in 7-9 weeks. There were no dividends received during the week. The next dividend will be received this week from Powershares Build America Bond Fund.

Company	Current Price	Purchase Dates	Cost Basis	Current Profit/Loss	Date Sold
Ford	$14.31	8/7/2015	$14.68	-2.52%	Current Holding
AT&T	$34.66	9/28/2015	$31.58	9.75%	Current Holding
MFA	$6.78	8/13/2015	$7.23	-6.22%	Current Holding
FFBC	$18.22	11/19/2015	$19.84	-8.17%	Current Holding
BAB	$28.95	12/15/2015	$29.00	-0.17%	Current Holding
Average				-1.56%

**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 or on twitter @kdkfund.

Week (12/18) In Review (BAB Purchase, more)

The fund purchased shares of Powershares' Build America Bond Fund. The blog post for the purchase can be found here. There were no sales this week. The next scheduled purchase is in 8-10 weeks.

The next scheduled dividend will come from BAB on December 31st.

Some metrics of the fund's holdings are below.

Company	Current Price	Purchase Dates	Cost Basis	Current Profit/Loss	Date Sold	Ending Profit/Loss
Ford	$13.81	8/7/2015	$14.68	-5.93%	Current Holding
AT&T	$33.60	9/28/2015	$31.58	6.40%	Current Holding
MFA	$6.83	8/13/2015	$7.23	-5.53%	Current Holding
FFBC	$17.83	11/19/2015	$19.84	-10.13%	Current Holding
BAB	$29.07	12/15/2015	$29.00	0.24%	Current Holding
Average				-3.21%

**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 or on twitter @kdkfund.

Shares of Powershares Build America Bond Fund Purchased

Earlier today, the fund purchased shares of Powershares Build America Bond Fund. This price of the purchase was $29.04 per share before commissions and fees. The goal of the trade is to hold onto the shares forever.

A thank you to Optionshouse for executing the trade for the fund.

Some of the reasons for the purchase are below:

- This is an etf that has a good dividend
- The dividend is issued monthly
- The fund needed government bond exposure
- This will be another way for the fund to build its wealth

The fund also owns shares of Ford, AT&T, MFA, and First Financial Bancorp.

**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 or on twitter @kdkfund.

Week (12/11) In Review (Ford, AT&T, MFA, and FFBC)

There were no purchases or sales this week. The next scheduled purchase is in the next 1-2 weeks. The likely candidate is Powershares Build America Bond Fund.

There were no dividends received last week. The next expected dividend receipt will be from First Financial Bancorp in the first week of January.

Company	Current Price	Purchase Dates	Cost Basis	Current Profit/Loss	Date Sold
Ford	$13.64	8/7/2015	$14.68	-7.08%	Current Holding
AT&T	$33.17	9/28/2015	$31.58	5.03%	Current Holding
MFA	$6.70	8/13/2015	$7.23	-7.33%	Current Holding
FFBC	$18.31	11/19/2015	$19.84	-7.71%	Current Holding
Average				-4.53%

**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 or on twitter @kdkfund.

AT&T's Dividend Raise Possibility

The following article discusses the possibility of AT&T raising their dividend and at what level they will raise it.

Thank you to 24/7 and John C Ogg for the article. 

Will AT&T outshine Verizon

 **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 or on twitter @kdkfund.

Week (12/4) In Review (Ford Dividend, more)

There were no new purchases or sales this week. The next scheduled purchase is for the next 6-8 weeks.

There was a dividend received and a portion was reinvested by Ford. The link to the story is here. The next expected dividend will be coming from First Financial Bancorp in early January. 

Company	Current Price	Purchase Dates	Cost Basis	Current Profit/Loss	Date Sold	Ending Profit/Loss
Ford	$14.20	8/7/2015	$14.68	-3.27%	Current Holding
AT&T	$34.11	9/28/2015	$31.58	8.01%	Current Holding
MFA	$6.89	8/13/2015	$7.23	-4.70%	Current Holding
FFBC	$19.34	11/19/2015	$19.84	-2.52%	Current Holding
Average				-0.90%

**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 or on twitter @kdkfund.

Dividend Received From Ford

A dividend was received from Ford and a majority of it was reinvested for free by Optionshouse.  The dividend will be at least 1% higher next quarter due to the reinvestment.

This is one way the fund's wealth and charitable giving will consistently grow. The next scheduled dividend is from FFBC, in the beginning of January.


**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 or on twitter @kdkfund.

16 Pay Days for 2016

by Michael Keane

With the recent purchase of First Financial Bancorp, KDK Fund now will get revenue 16 days for 2016 through dividends from Ford, AT&T, MFA, and FFBC. With the expected purchase of Build America Bond Fund, the fund will be getting paid 28 times a year.

To be sure, this is just a start. But getting paid more often can only assist in the wealth generating process. With a portion of each dividend getting reinvested, each month and quarter will grow and compound, which is exactly what the fund is looking to do. When you add covered call trades, as well as speculative options trades from KDK Options, the wealth plan looks to be in good position.  

.**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 or on twitter @kdkfund.

Week (11/27) In Review (BAB, Dividends, More)

There were no purchases or sales this week. The next scheduled purchase will be in 8-10 weeks. The likely candidate for purchase is the Build America Bond ETF.

There were no dividends received this week. The fund will be receiving a dividend from Ford next week.

Below are some metrics on current holdings:

Company	Current Price	Purchase Dates	Cost Basis	Current Profit/Loss	Date Sold	Ending Profit/Loss
Ford	$14.53	8/7/2015	$14.83	-2.02%	Current Holding
AT&T	$33.57	9/28/2015	$31.58	6.30%	Current Holding
MFA	$6.99	8/13/2015	$7.23	-3.32%	Current Holding
FFBC	$20.15	11/19/2015	$19.84	1.56%	Current Holding
Average				0.30%

**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 or on twitter @kdkfund.

New Purchase of First Financial Bancorp

The fund purchased shares of First Financial Bancorp today. The price paid for the shares was $19.84. The goal for the share purchase is to continue holding the shares and reinvest a percentage of the dividends into purchasing more First Financial Bancorp shares creating an ever increasing source of revenue for the fund. Some reasons for the purchase are below.

- A decent dividend
- Stock appreciation with rate rises around the corner
- A financial institution is needed in the portfolio
- The dividend is the first week of each quarter

This purchase will bring the Jan-Mar quarterly dividend receipts at least 13% higher than the Oct-Dec quarter. The large increase is mainly due to the fund being so new and the percentage increase is sure to slow to a more normal level in the future.  But we'll take it.

The fund also owns shares in Ford, AT&T, and MFA. 


**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 or on twitter @kdkfund.

Week (11/13) In Review (Ford, AT&T, MFA, more)

There were no purchases or sales this week. The next purchase will happen in the next 1-2 weeks.

There were no dividends received this week. The next dividend will be received the first week of December from Ford.

The plan is to continue holding onto the current holdings.

Company	Current Price	Purchase Dates	Cost Basis	Current Profit/Loss	Date Sold	Ending Profit/Loss
Ford	$13.92	8/7/2015	$14.83	-6.14%	Current Holding
AT&T	$32.31	9/28/2015	$31.58	2.31%	Current Holding
MFA	$6.86	8/13/2015	$7.23	-5.12%	Current Holding
Average				-3.36%

**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 or on twitter @kdkfund.

Week (11/6) In Review (Dividend from AT&T, more)

There were no new purchases or sales this week. The next scheduled purchase will be in the next 2-4 weeks. Candidates include Microsoft, and others.
A dividend was received from AT&T (see post link here). The next scheduled dividend receipt will be from Ford in early December.

Company	Current Price	Purchase Dates	Cost Basis	Current Profit/Loss	Date Sold	Ending Profit/Loss
Ford	$14.52	8/7/2015	$14.83	-2.09%	Current Holding
AT&T	$33.16	9/28/2015	$32.01	3.59%	Current Holding
MFA	$6.81	8/13/2015	$7.23	-5.81%	Current Holding
Average				-1.63%

**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 or on twitter @kdkfund.

Dividend from AT&T Received

A dividend was received and reinvested from AT&T. The dividend equals 0.3% of the fund. Next quarter, the dividend is expected to be 3% higher next quarter. The compounding effect continues to work and build wealth at a quickening pace.








**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 or on twitter @kdkfund.

MFA Financial Dividend Received

KDK Fund has received and reinvested a dividend from MFA Financial. The dividend represents 0.5% of the fund. Next quarter's dividend will now be increased by 3% because of the dividend reinvestment. The compounding effect is taking effect and working.

**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 or on twitter @kdkfund.

Week (10/30) In Review (Dividend from MFA, more)

There were no new purchases or sales this week. The next purchase will be from 4-6 weeks. A dividend payment from MFA was received. The next dividend to be received will be AT&T this coming week.

Company	Current Price	Purchase Dates	Cost Basis	Current Profit/Loss	Date Sold	Ending Profit/Loss
Ford	$14.81	8/7/2015	$14.83	-0.13%	Current Holding
AT&T	$33.51	9/28/2015	$32.01	4.69%	Current Holding
MFA	$6.92	8/13/2015	$7.23	-4.29%	Current Holding
Average				-0.07%

**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 or on twitter @kdkfund.

Week 10/16 In Review (Ford, AT&T, MFA, more)

There were no new purchases or sales for the week. There were no dividends received during the week. The next dividend will be Oct 30. The next scheduled purchase is expected in 5-7 weeks.

Some metrics of the current holdings are below.

Company	Current Price	Purchase Dates (not including dividend reinvestment purchases)	Cost Basis (includes dividend purchases)	Current Profit/Loss	Date Sold	Ending Profit/Loss
Ford	$15.27	8/7/2015	$14.83	2.97%	Current Holding
AT&T	$33.74	9/28/2015	$32.01	5.40%	Current Holding
MFA	$7.08	8/13/2015	$7.43	-4.71%	Current Holding
Average				1.22%

**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 or on twitter @kdkfund.

Week ending 10/9 (AT&T Ex Div Date, more)

There were no new purchases or sales for the week. The next scheduled purchase will be in 6-8 weeks.

AT&T ex dividend date for the quarter was on Friday Oct 9th. Shares owned by the fund will receive $0.47 per share on November 2nd. Ford is next in line of the fund's holdings to go ex dividend.

The fund continues to hold onto its current holdings (Ford, AT&T, and MFA) and will continue to do so in the future.

 **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 or on twitter @kdkfund.

Week Ending 10/2 (Ford, AT&T, MFA, more)

During the week, a purchase of AT&T shares was made. You can find the link to the purchase here. The ex date for the MFA October dividend distribution was September 25th. The dividend will be received and reinvested for free on October 30.

The fund plans to continue holding on to its shares of Ford, AT&T, and MFA. The next scheduled investment will be in 6-8 weeks.

 **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 or on twitter @kdkfund.

Terrible Year For Investors????

By: Michael Keane

There was a recent article published on Yahoo! Finance and Bloomberg that had the headline "2015 Is turning out to be a terrible year for investors" (link here). This caught the fund's attention for a couple of reasons. We disagree with the assertion that it has been a terrible year for investors. The fund also feels that this kind of headline mismanagement should be checked when needed.

While the fund agrees that 2015 continues to be a tough year for those investors looking to sell shares, those investors looking to actually invest are not really complaining about the downturn. The fund was able to pick up shares of MFA, Ford, and AT&T in the past six months at wonderful valuations. Without the downturn, this could not have happened.

The importance of a headline cannot be understated. KDK Fund is always looking to maximize the message to its readers when thinking about the proper headline. While reading a headline like the article has might gain short term reading, it actually does long term damage to the brand of news outlet delivering it. Seasoned investors know to avoid articles with these types of headlines because they know the content of the article will probably be just as worthless. While KDK Fund is aware that sometimes the writer (in this case Wes Goodman) does not have any control of the headline printed for the story, he or she should make it clear to the editors that the headline should match their quality of writing. Seeing Bloomberg at the headline game is kind of weak and more the norm of its main competitor. 

Well rounded investors know that there is ample opportunity in all markets. Seeing this type of headline screams for new investors and those consumed with knee jerk reaction emotions towards the market. Not only is the headline wrong in regards to the message, it shows a priority on gaining readers eyes instead of educating its readers brains. 

Happy Investing!

**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 or on twitter @kdkfund.