There was a dividend received from Powershares Build America Bond ETF for $0.115 per share. The dividend was reinvested for free.
1.5% of the capital invested in BAB have come from dividends. 1.5% of the fund's total capital invested is from dividends. Dividends continue to accelerate the wealth building process of the fund.
The fund also has holdings in Realty Income, Ford, AT&T, Sysco, and Nuveen Long/Short Commodity Fund.
If
you have any stocks that you think KDK Fund would be interested in
researching, let us know at kdkfund@gmail.com or twitter @kdkfund.
**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**
Friday, October 31, 2014
Wednesday, October 29, 2014
Dividend Hike Probabilities For Portfolio
One way that the fund is looking to build its wealth is through investing its capital in companies that have a consistent dividend. One of the pluses in doing this is the fact that periodically companies will hike their dividend.
A good example of that is one of KDK Fund's holdings, Realty Income. Since the fund made its original purchase in January of 2014, Realty Income has hiked its dividend twice. This process has added not only more revenue, but when partnered with a dividend reinvestment program, has added more shares to the fund at no additional cost.
When looking at past behavior of the some of the other companies in the portfolio, the fund notices that there is a decent probability that the dividend will be hiked for the Jan-Mar quarter of 2015. AT&T and Sysco have regularly increased its dividend in the Jan-Mar quarter. Ford has increased its dividend in the last two Jan-Mar quarters.
Dividend hikes will allow for larger share purchases during dividend reinvestment, which will raise up the amounts of future dividends. This process done over the long term will ensure that wealth will continue to build at an increasing rate.
If you have any stocks that you think KDK Fund would be interested in researching, let us know at kdkfund@gmail.com or twitter @kdkfund.
**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**
A good example of that is one of KDK Fund's holdings, Realty Income. Since the fund made its original purchase in January of 2014, Realty Income has hiked its dividend twice. This process has added not only more revenue, but when partnered with a dividend reinvestment program, has added more shares to the fund at no additional cost.
When looking at past behavior of the some of the other companies in the portfolio, the fund notices that there is a decent probability that the dividend will be hiked for the Jan-Mar quarter of 2015. AT&T and Sysco have regularly increased its dividend in the Jan-Mar quarter. Ford has increased its dividend in the last two Jan-Mar quarters.
Dividend hikes will allow for larger share purchases during dividend reinvestment, which will raise up the amounts of future dividends. This process done over the long term will ensure that wealth will continue to build at an increasing rate.
If you have any stocks that you think KDK Fund would be interested in researching, let us know at kdkfund@gmail.com or twitter @kdkfund.
**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**
Monday, October 27, 2014
Week 10/24 In Review
The fund purchased shares of Nuveen Long/Short Commodity Fund (symbol CTF) last week (link here). There were no sales this week. A dividend was received from Sysco (link to post here) , which was reinvested for free. The next scheduled purchase will be in 5-7 weeks. Some metrics of the fund's current holdings are below.
If you have any stocks that you think KDK Fund would be interested in researching, let us know at kdkfund@gmail.com or twitter @kdkfund.
**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**
| Security | Current Price | Purchase Dates (not including dividend reinvestment purchases) | Cost Basis (includes dividend purchases | Dividends Received Per Share Since Purchase | Current Profit/Loss | Date Sold |
| Realty Income | $44.97 | 1/14/2014, 7/29/2014 | $41.68 | $1.1100 | 7.89% | Current Holding |
| Ford | $13.78 | 2/11/2014 | $14.91 | $0.2500 | -7.58% | Current Holding |
| AT&T | $33.87 | 3/28/2014, 9/12/2014 | $34.95 | $0.4625 | -3.09% | Current Holding |
| Sysco | $38.04 | 5/7/2014 | $36.73 | $0.5800 | 3.57% | Current Holding |
| Powershares BAB | $29.92 | 6/23/2014 | $29.06 | $0.3450 | 2.96% | Current Holding |
| Nuveen Comm | $14.94 | 10/22/2014 | $14.90 | $0.0000 | 0.27% | Current Holding |
| Average | 1.46% |
If you have any stocks that you think KDK Fund would be interested in researching, let us know at kdkfund@gmail.com or twitter @kdkfund.
**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**
Friday, October 24, 2014
Dividend Day Courtesy of Sysco
A dividend was received by Sysco today. It was automatically reinvested for free. Two percent of the fund's capital invested in Sysco is from dividend reinvestment.
Dividends and Dividend Reinvestment are considered pillars in building wealth for this fund. Dividends now represent over 1.5% of the total capital in the fund.
Other holdings include Realty Income, Ford, AT&T, Powershares BAB Fund, and Nuveen Long/Short Commodity Fund.
If you have any stocks that you think KDK Fund would be interested in researching, let us know at kdkfund@gmail.com or twitter @kdkfund.
**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**
Dividends and Dividend Reinvestment are considered pillars in building wealth for this fund. Dividends now represent over 1.5% of the total capital in the fund.
Other holdings include Realty Income, Ford, AT&T, Powershares BAB Fund, and Nuveen Long/Short Commodity Fund.
If you have any stocks that you think KDK Fund would be interested in researching, let us know at kdkfund@gmail.com or twitter @kdkfund.
**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**
Wednesday, October 22, 2014
New Purchase in Nuveen Lg/Sht Commodity Fund (CTF)
The fund has opened up a position by buying shares of the Nuveen Lg/Sht Commodity Fund (symbol CTF). The current price of the shares is about $14.90. The shares were purchased for the following reasons:
- Monster dividend of $0.135 per share per month
- Volatility of Commodity sector looks like it is rising
- Brings dividend payment days per year to 72
- Adds exposure to the Commodity sector
Other holdings include Realty Income, Ford, AT&T, Sysco, Powershares BAB
If you have any stocks that you think KDK Fund would be interested in researching, let us know at kdkfund@gmail.com or twitter @kdkfund.
**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**
- Monster dividend of $0.135 per share per month
- Volatility of Commodity sector looks like it is rising
- Brings dividend payment days per year to 72
- Adds exposure to the Commodity sector
Other holdings include Realty Income, Ford, AT&T, Sysco, Powershares BAB
If you have any stocks that you think KDK Fund would be interested in researching, let us know at kdkfund@gmail.com or twitter @kdkfund.
**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**
Monday, October 20, 2014
Week 10/17 In Review
There were no new purchases or sales. There was a dividend received from Realty Income this week that was reinvested for free (see post here). Two and one half percent of invested capital has been invested free of charge through dividend reivestment programs. There will be a new purchase in the next 1-2 weeks with commodity fund CTF, Ford, and Clean Energy ETF PBW as leading candidates. Some metrics of the current holdings are below:
| Security | Current Price | Purchase Dates (not including dividend reinvestment purchases) | Cost Basis (includes dividend purchases | Dividends Received Per Share Since Purchase | Current Profit/Loss | Date Sold |
| Realty Income | $43.55 | 1/14/2014, 7/29/2014 | $41.68 | $1.1100 | 4.49% | Current Holding |
| Ford | $14.02 | 2/11/2014 | $14.91 | $0.2500 | -5.97% | Current Holding |
| AT&T | $34.08 | 3/28/2014, 9/12/2014 | $34.95 | $0.4625 | -2.49% | Current Holding |
| Sysco | $36.50 | 5/7/2014 | $36.71 | $0.2900 | -0.57% | Current Holding |
| Powershares BAB | $30.01 | 6/23/2014 | $29.06 | $0.3450 | 3.27% | Current Holding |
| Average | 0.14% |
If
you have any stocks that you think KDK Fund would be interested in
researching, let us know at kdkfund@gmail.com or twitter @kdkfund.
**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**
**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**
Thursday, October 16, 2014
Throw Back Thursday Philip Fisher Style
Hey
This quote is pulled from Philip Fisher's book " Common Stocks and Uncommon Profits". It is amazing to hear what he is talking about being that it is 1956, not 1996!
"One potential development, color television, has possibly been overdiscounted by the general public. Another is a direct result of transistor development and printed circuitry. It is a screen-type television with sets that would be little different in size and shape from the larger pictures we now have on our walls.
Yes, he is speaking of flat screen TV's. The company he is talking about is Motorola. Amazing.
Happy Trading and Investing!
This quote is pulled from Philip Fisher's book " Common Stocks and Uncommon Profits". It is amazing to hear what he is talking about being that it is 1956, not 1996!
"One potential development, color television, has possibly been overdiscounted by the general public. Another is a direct result of transistor development and printed circuitry. It is a screen-type television with sets that would be little different in size and shape from the larger pictures we now have on our walls.
Yes, he is speaking of flat screen TV's. The company he is talking about is Motorola. Amazing.
Happy Trading and Investing!
Wednesday, October 15, 2014
Dividend Day Courtesy of Realty Income
A dividend was received by Realty Income. The funds were reinvested for free. The dividend reflects the dividend increase made last month by Realty Income to $0.1831 per share. The dividend this month was 1.3% higher than last month. Compounding is also being seen in the dividend payment. 2.4% of the month's dividend is because of the dividend reinvestment program in which KDK Fund participates.
The plan is to continue forward with purchasing more shares while looking into selling covered call options in the not too distant future. Having revenue from dividends and proper covered call selling will put an extra kick into the wealth building process.
One large part of KDK Fund's path to wealth is through dividend receipts and dividend reinvestment. It is a nice way to allow your money to grow.
The plan is to continue forward with purchasing more shares while looking into selling covered call options in the not too distant future. Having revenue from dividends and proper covered call selling will put an extra kick into the wealth building process.
One large part of KDK Fund's path to wealth is through dividend receipts and dividend reinvestment. It is a nice way to allow your money to grow.
If
you have any stocks that you think KDK Fund would be interested in
researching, let us know at kdkfund@gmail.com or twitter @kdkfund.
**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**
**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**
Monday, October 13, 2014
Week 10/10 In Review (Realty Income, Ford, AT&T, Sysco, BAB, Dividends, more)
There were no purchases or sales this week. There were no dividends received this week. The next scheduled purchase is to happen in the next 1-2 weeks. Some metrics of the current holdings are below.
| Security | Current Price | Purchase Dates (Dividend purchases not included) | Cost Basis (Dividend purchases not included) | Dividends Received Per Share Since Purchase | Current Profit/Loss | Date Sold |
| Realty Income | $42.53 | 1/14/2014, 7/29/2014 | $41.65 | $0.9200 | 4.32% | Current Holding |
| Ford | $13.79 | 2/11/2014 | $14.90 | $0.2500 | -5.77% | Current Holding |
| AT&T | $34.25 | 3/28/2014, 9/12/2014 | $34.95 | $0.4625 | -0.68% | Current Holding |
| Sysco | $37.04 | 5/7/2014 | $36.74 | $0.2900 | 1.61% | Current Holding |
| Powershares BAB | $30.00 | 6/23/2014 | $29.08 | $0.3450 | 4.35% | Current Holding |
| Average | 1.05% |
If you have any stocks that you think KDK Fund would be interested in researching, let us know at kdkfund@gmail.com or twitter @kdkfund.
**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**
**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**
Thursday, October 9, 2014
Throw Back Thursday Quote Courtesy of Gerald Loeb (EF Hutton)
Gerald Loeb, a famous trader, and one of the leaders of the old EF Hutton, dropped the following quote on prospective investors:
"When nothing but cash is held, no decision need be made at all unless conditions are completely satisfactory. Either a suitable opportunity may be present, so that a purchase can sensibly be made, or the pros and cons may be so balanced that nothing is done.
The worst that can happen if the latter decision is reached is that an opportunity will be missed through caution, which is an inconsequential misadventure. Other opportunities always come in due time, and if one's attitude towards speculation and investment is shaped along those lines described...nothing will be lost in either eventual profits or peace of mind. "
KDK Fund feels very similar in regards to the last sentence of the quote and makes it a point to follow when making trades or investments. Opportunities do come in due time. The investment landscape is full of opportunity. When that is the attitude, there is no need to cut corners in order to make a trade or investment. Always do your full analysis and due diligence. An investment or trade will regularly find you.
If you have any stocks that you think KDK Fund would be interested in researching, let us know at kdkfund@gmail.com or twitter @kdkfund.
**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**
"When nothing but cash is held, no decision need be made at all unless conditions are completely satisfactory. Either a suitable opportunity may be present, so that a purchase can sensibly be made, or the pros and cons may be so balanced that nothing is done.
The worst that can happen if the latter decision is reached is that an opportunity will be missed through caution, which is an inconsequential misadventure. Other opportunities always come in due time, and if one's attitude towards speculation and investment is shaped along those lines described...nothing will be lost in either eventual profits or peace of mind. "
KDK Fund feels very similar in regards to the last sentence of the quote and makes it a point to follow when making trades or investments. Opportunities do come in due time. The investment landscape is full of opportunity. When that is the attitude, there is no need to cut corners in order to make a trade or investment. Always do your full analysis and due diligence. An investment or trade will regularly find you.
If you have any stocks that you think KDK Fund would be interested in researching, let us know at kdkfund@gmail.com or twitter @kdkfund.
**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**
Monday, October 6, 2014
Week 10/3 In Review (Realty Income, Ford, AT&T, Sysco, Powershares BAB, dividends, more)
There were no purchases or sales this week. There were no dividends received this week. The next purchase is scheduled for the next 2-3 weeks.
Some metrics of the current holdings are below.
Some metrics of the current holdings are below.
| Security | Current Price | Purchase Dates (Dividend purchases not included) | Cost Basis (Dividend purchases not included) | Dividends Received Per Share Since Purchase | Current Profit/Loss | Date Sold |
| Realty Income | $41.10 | 1/14/2014, 7/29/2014 | $41.65 | $0.9200 | 0.89% | Current Holding |
| Ford | $14.59 | 2/11/2014 | $14.90 | $0.2500 | -0.40% | Current Holding |
| AT&T | $35.36 | 3/28/2014, 9/12/2014 | $34.95 | $0.4625 | 2.50% | Current Holding |
| Sysco | $37.70 | 5/7/2014 | $36.74 | $0.2900 | 3.40% | Current Holding |
| Powershares BAB | $29.84 | 6/23/2014 | $29.08 | $0.3450 | 3.80% | Current Holding |
| Average | 1.84% |
If you have any stocks that you think KDK Fund would be interested in researching, let us know at kdkfund@gmail.com or twitter @kdkfund.
**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**
**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**
Thursday, October 2, 2014
Throw Back Thursday Quote via Charles Merrill
This week's Throw Back Thursday writing comes from Charles Merrill. It is a snipet from a letter he wrote to his staff in 1940. It gives a sense of leadership that, even though should be, is not always followed today. Maybe a reminder will give those in leadership positions within the financial industry is what is needed. Here is the snipet:
" We've got a job to do-we in the security business-a job of reestablishing faith in the security market as a place for sound investment. This job ought to be done by everybody in the security business, and we think in time will be. But we are not going to wait for someone else to start it. We are no smarter or better than our competitors, and we have no thought whatsoever of driving anyone out of business. But we do recognize certain fundamental facts that have to be coped with by our business in its relations with the public, and we are going to make a beginning."
If you have any stocks that you think KDK Fund would be interested in researching, let us know at kdkfund@gmail.com or twitter @kdkfund.
**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**
" We've got a job to do-we in the security business-a job of reestablishing faith in the security market as a place for sound investment. This job ought to be done by everybody in the security business, and we think in time will be. But we are not going to wait for someone else to start it. We are no smarter or better than our competitors, and we have no thought whatsoever of driving anyone out of business. But we do recognize certain fundamental facts that have to be coped with by our business in its relations with the public, and we are going to make a beginning."
If you have any stocks that you think KDK Fund would be interested in researching, let us know at kdkfund@gmail.com or twitter @kdkfund.
**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**
Wednesday, October 1, 2014
End of July-Sep Quarter/Beginning of Oct-Dec Quarter
Hello
The quarter was a mixed bag. The fund did not see the price appreciation that was expected. But the fund has been able to continue its dividend growth at a steady pace. The fund also has identified two new securities or more shares of Ford to purchase by the end of the year which should not only continue dividend growth, but continue to diversify the portfolio. Capital funding for the fund will see an increase during the Oct-Dec quarter, resulting in larger or more frequent purchases.
The prices of the securities were flat at best for the quarter. Realty Income has gone down by about ten percent in September. Ford got hit hard with a forecast warning that brought shares down to the fund's original purchase price. AT&T, Sysco, and BAB have stayed relatively quiet. The fund plans to continue to hold onto shares throughout the Oct-Dec quarter.
Dividends were received from Realty Income, Ford, AT&T, Sysco, and Powershares Build America Bond ETF. The fund received 76% more dividends this quarter (July-Sep) in comparison to the last quarter (April-June). Dividend growth had a higher level of compounding (aka re-investend dividends making the fund more dividends) during the quarter. Dividends are expected to increase by about 50-60% from the July-Sep quarter. Please take note that this level of growth is mainly due to the fund being less than 1 year old and should level off in the next year or so.
The fund is expected to make two purchases this quarter. The first security the fund is looking to invest in the coming quarter is the Nuveen Long/Short Commodity fund (symbol CTF). It focuses on commodity futures and pays a monthly dividend of $0.135 per share. It would fit nicely into the portfolio. The second is the Powershares Clean Energy ETF (symbol PBW). This ETF would help provide some coverage of the energy sector. It also has a quarterly dividend (given in the third month) of between $0.02-$0.05 per share. Shares of Ford may also be purchased as they seem to be undervalued right now.
Overall, the July-Sep quarter was productive. The goal of creating more everlasting wealth during the quarter was successful. Fine tuning the purchase plan and security selection will continue to improve. The fund looks forward to the Oct-Dec quarter. Good luck to all investors and traders
If you have any stocks that you think KDK Fund would be interested in researching, let us know at kdkfund@gmail.com or twitter @kdkfund.
**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**
The quarter was a mixed bag. The fund did not see the price appreciation that was expected. But the fund has been able to continue its dividend growth at a steady pace. The fund also has identified two new securities or more shares of Ford to purchase by the end of the year which should not only continue dividend growth, but continue to diversify the portfolio. Capital funding for the fund will see an increase during the Oct-Dec quarter, resulting in larger or more frequent purchases.
The prices of the securities were flat at best for the quarter. Realty Income has gone down by about ten percent in September. Ford got hit hard with a forecast warning that brought shares down to the fund's original purchase price. AT&T, Sysco, and BAB have stayed relatively quiet. The fund plans to continue to hold onto shares throughout the Oct-Dec quarter.
Dividends were received from Realty Income, Ford, AT&T, Sysco, and Powershares Build America Bond ETF. The fund received 76% more dividends this quarter (July-Sep) in comparison to the last quarter (April-June). Dividend growth had a higher level of compounding (aka re-investend dividends making the fund more dividends) during the quarter. Dividends are expected to increase by about 50-60% from the July-Sep quarter. Please take note that this level of growth is mainly due to the fund being less than 1 year old and should level off in the next year or so.
The fund is expected to make two purchases this quarter. The first security the fund is looking to invest in the coming quarter is the Nuveen Long/Short Commodity fund (symbol CTF). It focuses on commodity futures and pays a monthly dividend of $0.135 per share. It would fit nicely into the portfolio. The second is the Powershares Clean Energy ETF (symbol PBW). This ETF would help provide some coverage of the energy sector. It also has a quarterly dividend (given in the third month) of between $0.02-$0.05 per share. Shares of Ford may also be purchased as they seem to be undervalued right now.
Overall, the July-Sep quarter was productive. The goal of creating more everlasting wealth during the quarter was successful. Fine tuning the purchase plan and security selection will continue to improve. The fund looks forward to the Oct-Dec quarter. Good luck to all investors and traders
If you have any stocks that you think KDK Fund would be interested in researching, let us know at kdkfund@gmail.com or twitter @kdkfund.
**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**
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