Thursday, December 31, 2015

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.

Sunday, December 27, 2015

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.


CompanyCurrent PricePurchase DatesCost BasisCurrent Profit/LossDate Sold
Ford$14.318/7/2015$14.68-2.52%Current Holding
AT&T$34.669/28/2015$31.589.75%Current Holding
MFA$6.788/13/2015$7.23-6.22%Current Holding
FFBC$18.2211/19/2015$19.84-8.17%Current Holding
BAB$28.9512/15/2015$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.

Monday, December 21, 2015

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.


CompanyCurrent PricePurchase DatesCost BasisCurrent Profit/LossDate SoldEnding Profit/Loss
Ford$13.818/7/2015$14.68-5.93%Current Holding
AT&T$33.609/28/2015$31.586.40%Current Holding
MFA$6.838/13/2015$7.23-5.53%Current Holding
FFBC$17.8311/19/2015$19.84-10.13%Current Holding
BAB$29.0712/15/2015$29.000.24%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.

Tuesday, December 15, 2015

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.

Saturday, December 12, 2015

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.


CompanyCurrent PricePurchase DatesCost BasisCurrent Profit/LossDate Sold
Ford$13.648/7/2015$14.68-7.08%Current Holding
AT&T$33.179/28/2015$31.585.03%Current Holding
MFA$6.708/13/2015$7.23-7.33%Current Holding
FFBC$18.3111/19/2015$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.

Monday, December 7, 2015

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. 


CompanyCurrent PricePurchase DatesCost BasisCurrent Profit/LossDate SoldEnding Profit/Loss
Ford$14.208/7/2015$14.68-3.27%Current Holding
AT&T$34.119/28/2015$31.588.01%Current Holding
MFA$6.898/13/2015$7.23-4.70%Current Holding
FFBC$19.3411/19/2015$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.

Thursday, December 3, 2015

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.

Tuesday, December 1, 2015

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.