Tuesday, January 14, 2014

First Purchase of Fund Made (Realty Income Group symbol O)

The first purchase of the Fund was made today. Shares of Realty Income Group, symbol O, were purchased. The cost of the shares before commissions and fees was $38.57.

The monthly dividend income per month from this trade will be $0.1825 per share. The monthly dividend per month total for the account is averaged out to be $0.1825 per share.


The reasons for the purchase are below:

- There is a monthly dividend paid.
- There is a decent probability of a dividend hike
- There is a decent probability of stock appreciation from the current price
- They have a good business ethics policy

The Fund is now on the lookout for its next purchase. The projected date of the next purchase should be in the next 4-6 weeks. Candidates include Ford, and Starbucks. If you can think of any other companies that KDK Fund should look into, please email to kdkfund@gmail.com.

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