Saturday, February 27, 2016

Week (2/26) In Review (AT&T purchase, dividends, more)

There was a purchase of shares of AT&T (link here). The purchase was partially funded by revenue created by a KDK Options Jet Blue call option profitable trade (link here). There were no new sales. The next purchase will likely be in the next 6-8 weeks.

There were no dividends received during the week. There will likely be two dividends received next week; from Powershares Build America Fund and Ford.

Some metrics to the current holdings are below.


CompanyCurrent PricePurchase DatesCost BasisCurrent Profit/Loss
Ford$12.478/7/2015, 1/19/2016$13.71-9.04%
AT&T$37.139/28/2015, 2/26/2016$34.188.63%
Apple$96.911/5/2016$103.28-6.17%
BAB$30.0312/15/2015$29.003.55%
Average


-1.09%


**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.

Friday, February 26, 2016

More shares of AT&T purchased

KDK Fund has purchased more shares of AT&T. The price paid per share was $37.38. Some reasons for the purchase are below:

-     This will double the dividend received in the next quarter. 
-     The compounding effect of dividend reinvestment will now be accelerating 
-     There was a breakthrough of resistance at the $37.00 level.


**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, February 20, 2016

Week (2/19) In Review (Ford, AT&T, Apple, more)

There were no new purchases or sales last week. The next purchase will be in the next 2-4 weeks.

There were no dividends received last week. The next scheduled dividend will be at the end of next week.

Some metrics of the current holdings are below.


CompanyCurrent PricePurchase DatesCost BasisCurrent Profit/Loss
Ford$12.108/7/2015, 1/19/2016$13.71-11.74%
AT&T$36.579/28/2015$31.1017.59%
Apple$96.041/5/2016$103.28-7.01%
BAB$30.0112/15/2015$29.003.48%
Average


-1.40%



**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, February 13, 2016

Week (2/12) In Review (Apple Dividend, more)

There were no new purchases or sales this week. The next expected purchase will be in 1-3 weeks.

The fund received a dividend from Apple. The link to the post is here. The next expected dividend payment will be from Powershares Build America Bond at the end of February.


CompanyCurrent PricePurchase DatesCost BasisCurrent Profit/Loss
Ford$11.558/7/2015, 1/19/2016$13.71-15.75%
AT&T$36.479/28/2015$31.1017.27%
Apple$93.991/5/2016$103.28-8.99%
BAB$30.1812/15/2015$29.004.07%
Average


-3.15%


 **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 Apple

The fund received and reinvested a dividend from Apple. The fund now has 0.5% more shares of Apple. The fund also increased its value by 0.1% with this dividend.

Dividend reinvestment continues to be a source of building wealth. Each dividend received and reinvested allows for higher dividends 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.

Monday, February 8, 2016

Week (2/5) In Review (AT&T Dividend, more)

There were no new purchases or sales this week. The next purchase is scheduled for the next 2-3 weeks.

The fund received and reinvested a dividend from AT&T. See the link (here). The next dividend that the fund will receive will be from Apple.

Some metrics of the current holdings are below


CompanyCurrent PricePurchase DatesCost BasisCurrent Profit/Loss
Ford$11.458/7/2015, 1/19/2016$13.71-16.48%
AT&T$36.889/28/2015$31.1018.59%
Apple$94.021/5/2016$103.28-8.97%
BAB$30.0212/15/2015$29.003.52%
Average


-3.18%


 **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.

Wednesday, February 3, 2016

AT&T Dividend Received and Reinvested

The fund has received a dividend from AT&T and it has been reinvested for free. The dividend was 3.4% higher than last quarter's dividend. This is because AT&T raised the dividend by a penny per share and also because of previously dividends being reinvested.

Reinvested dividends continue to be a productive way of increasing wealth.  The next expected dividend is from Apple next week.

**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, February 1, 2016

Week (1/29) In Review (Dividends, more)

There were no new purchases or sales this week. The next purchase is expected in the next 5-7 weeks.

The fund received a dividend payment from MFA which went to cash as the fund sold its shares last month to purchase Apple shares. The cash will go towards the next purchase.

Some metrics of the current holdings are below:


CompanyCurrent PricePurchase DatesCost BasisCurrent Profit/Loss
Ford$11.948/7/2015, 1/19/2016$13.71-12.91%
AT&T$36.069/28/2015$31.5814.19%
Apple$97.341/5/2016$103.28-5.75%
BAB$29.8012/15/2015$29.002.76%
Average


-2.14%



  **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.