Monday, March 28, 2016

Week (3/25) In Review (Ares REIT, dividends, more)

The fund purchased shares of Ares Commercial REIT (link here). The next scheduled purchase is in the next 5-7 weeks.

There were no dividends received. The next dividend will be in the next week.

Some metrics of the current holdings are below.


CompanyCurrent PricePurchase DatesCost BasisCurrent Profit/Loss
Ford$13.068/7/2015, 1/19/2016$13.31-1.88%
AT&T$38.899/28/2015, 2/26/2016$34.1813.78%
Apple$105.671/5/2016$103.282.31%
BAB$29.9212/15/2015$28.823.82%
Acre$10.723/24/2016$10.80-0.74%
Average


4.21%


 **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.

Thursday, March 24, 2016

New Shares in Ares Commercial REIT

KDK Fund has purchased shares in Ares Commercial REIT. The price paid was $10.80 per share. The fund now owns shares in Ford, AT&T, Apple, Powershares Build America Bond Fund, and Ares.
Some reasons for the purchase are below:

- Dividends are currently at 9.5%. Dividends are regularly given out around the 15th of the first month of each quarter. There is no expectation to sell these shares.

- This purchase will now add four new days of dividend payments to the fund. The fund now has 28 days during the year where it is receiving dividends. A portion of all dividends received is always reinvested.

- The fund needed to establish some presence in real estate. This purchase will be a good first step.


  **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, March 22, 2016

Week (3/18) In Review (Ford, AT&T, Apple, BAB, dividends, more)

There were no purchases or sales during the week. The next expected purchase should be in the next week.

There were no dividends received during the week. The next dividend will be next week with Powershares BAB.

Some metrics of the current holdings are below.


CompanyCurrent PricePurchase DatesCost BasisCurrent Profit/Loss
Ford$13.648/7/2015, 1/19/2016$13.312.48%
AT&T$38.569/28/2015, 2/26/2016$34.1812.81%
Apple$105.921/5/2016$103.282.56%
BAB$29.9112/15/2015$28.823.78%
Average


5.95%



**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, March 12, 2016

Week (3/11) In Review (Ford, Apple, AT&T, more)

There were no new purchases or sales during the week. The next scheduled purchase will be in the next 4-6 weeks.

There were no new dividends received during the week. The next scheduled dividend will be at the end of the month (Powershares BAB).

Some metrics of the current holdings are below.


CompanyCurrent PricePurchase DatesCost BasisCurrent Profit/Loss
Ford$13.298/7/2015, 1/19/2016$13.31-0.15%
AT&T$38.369/28/2015, 2/26/2016$34.1812.23%
Apple$102.261/5/2016$103.28-0.99%
BAB$29.7412/15/2015$28.823.19%
Average


4.02%



**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, March 7, 2016

Overall Market View

by Michael Keane

In the last couple of weeks, the market has been moving forward in an upward motion. Upon initial observance, skepticism was alive and well. But after this week's movement, the idea of a longer term uptrend may be upon us. This analysis has been strongly technically based.

A resistance level on the S&P ETF (symbol SPY) was expected to be $200. A resistance level for IWM was expected to be $105.00. This was based on a short term W formation being formed.

But both these levels were breached. After doing some further research technically, a large bullish doji candle was found in the SPY for February at the monthly level. This has now been followed by a strong bullish candle this month. The same pattern can be found in the IWM. Further, the weekly charts show a strong move through the 200 MA for IWM and the 20 MA for SPY.

To be sure, volatility is very high in this market and a new perception can show up quickly. Earnings are upon us and it is an election cycle that does not seem to be in need of headlines. But another up leg looks likely.

** A chart from Greg Harmon @harmongreg on Stocktwits assisted in the analysis**


**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 (3/4) In Review (Ford Dividend, more)

There were no new purchases or sales last week. The next scheduled purchase will be in 5-7 weeks.

There was a dividend received by Ford (link here). The next scheduled dividend will be from Powershares BAB at the end of the month.

Some metrics for the current holdings are below:


CompanyCurrent PricePurchase DatesCost BasisCurrent Profit/Loss
Ford$13.598/7/2015, 1/19/2016$13.312.10%
AT&T$37.939/28/2015, 2/26/2016$34.1810.97%
Apple$103.011/5/2016$103.28-0.26%
BAB$29.8812/15/2015$28.823.68%
Average


4.57%


**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, March 2, 2016

Ford Dividend Received and Reinvested

The fund received two dividends from Ford today and reinvested a percentage of both. The addition of the second dividend speeds up the wealth building process.

The first dividend was the regular quarterly dividend. The dividend was 2% larger than last quarter due to reinvestment of previous dividends.

The second dividend was a special one time $0.25 per share dividend.

The next dividend will be coming from Powershares Build America Bond Fund at the end of the month. 

 **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, March 1, 2016

Dividend From Powershares Build America Bond Fund

Today, KDK Fund received and reinvested a dividend for Powershares Build America Bond Fund. The dividend increased the position by in BAB by 0.3% and the fund in general by less than 0.01%.

Dividend Reinvestment continues to be a positive influence of building wealth. The fund will continue its policy of reinvesting a percentage of all dividends received.

**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.