Realty Income has increased its monthly dividend 3%. It is by far the largest increase that the fund has seen in the one year that the fund has held shares. The new monthly dividend will be $0.189.Realty Income has now risen its dividend 4% since the fund started buying shares.
The fund will continue to hold onto shares and have dividends reinvested in the stock for free.
Dividends continue to be a strong component of the wealth building program at KDK Fund. Finding dividend paying assets has contributed strongly to its growth.
**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, January 29, 2015
Tuesday, January 27, 2015
Week 1/23 In Review
There were no new purchases or sales. A dividend was received by Sysco (link here). The next scheduled purchase will be in the next 5-7 weeks. Some metrics and headlines of the current holdings are below.
- GE releases quarterly earnings (Bloomberg post link 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.
- GE releases quarterly earnings (Bloomberg post link here).
| Company | Current Price | Purchase Dates (not including dividend reinvestment purchases) | Cost Basis (includes dividend purchases | Dividends Received Per Share Since Purchase | Dividends Received from Reinvested Dividends | Current Profit/Loss | Date Sold |
| Realty Income | $53.54 | 1/14/2014, 7/29/2014 | $43.39 | $1.4365 | 23.39% | Current Holding | |
| Ford | $14.91 | 2/11/2014, 1/13/2015 | $15.17 | $0.3750 | -1.71% | Current Holding | |
| AT&T | $33.37 | 3/28/2014, 9/12/2014 | $34.87 | $0.9275 | -4.30% | Current Holding | |
| Sysco | $40.98 | 5/7/2014 | $36.66 | $0.8850 | 11.78% | Current Holding | |
| Powershares BAB | $30.99 | 6/23/2014 | $29.06 | $0.9300 | 6.64% | Current Holding | |
| Nuveen Comm | $16.68 | 10/22/2014 | $14.77 | $0.4100 | 12.93% | Current Holding | |
| GE | $24.48 | 12/3/2014 | $26.10 | $0.0000 | -6.21% | Current Holding | |
| Average | 7.10% |
**All posts on this blog are information and opinions only. They are not to be considered recommendations to buy or sell any security. Please do your due diligence first before trading and investing. Please direct all questions and comments to the blog or to kdkfund@gmail.com or on twitter @kdkfund.
Friday, January 23, 2015
Dividend Received Courtesy of Sysco
Today, the fund received a dividend from Sysco. The funds were reinvested for free. The dividend was 5.1% higher that last quarter's dividend reflecting both the increase of the dividend and the compounding effect of dividend reinvestment.
Dividends continue to be an important part of the wealth building process for the fund.
**All posts on this blog are information and opinions only. They are not to be considered recommendations to buy or sell any security. Please do your due diligence first before trading and investing. Please direct all questions and comments to the blog or to kdkfund@gmail.com or on twitter @kdkfund.
Dividends continue to be an important part of the wealth building process for the fund.
**All posts on this blog are information and opinions only. They are not to be considered recommendations to buy or sell any security. Please do your due diligence first before trading and investing. Please direct all questions and comments to the blog or to kdkfund@gmail.com or on twitter @kdkfund.
Monday, January 19, 2015
Week 1/16 In Review ($O, $F, $T, $SYY, $CTF, $BAB, $GE)
There was a new purchase in Ford shares during the week. The post is written here. The next scheduled purchase will be in 6-8 weeks. The fund received a dividend from Realty Income. The post is here. The next expected dividend will be GE, Sysco, and Powershares Build America Bond Fund in the next two weeks.
Some metrics of the current holdings are below.
Some metrics of the current holdings are below.
| Company | Current Price | Purchase Dates (not including dividend reinvestment purchases) | Cost Basis (includes dividend purchases | Dividends Received Per Share Since Purchase | Dividends Received from Reinvested Dividends | Current Profit/Loss | Date Sold |
| Realty Income | $52.78 | 1/14/2014, 7/29/2014 | $43.39 | $1.4365 | 21.64% | Current Holding | |
| Ford | $15.02 | 2/11/2014, 1/13/2015 | $15.17 | $0.3750 | -0.99% | Current Holding | |
| AT&T | $33.80 | 3/28/2014, 9/12/2014 | $34.87 | $0.9275 | -3.07% | Current Holding | |
| Sysco | $40.02 | 5/7/2014 | $36.66 | $0.5800 | 9.17% | Current Holding | |
| Powershares BAB | $30.83 | 6/23/2014 | $29.06 | $0.6900 | 6.09% | Current Holding | |
| Nuveen Comm | $16.73 | 10/22/2014 | $14.77 | $0.4100 | 13.27% | Current Holding | |
| GE | $23.58 | 12/3/2014 | $26.10 | $0.0000 | -9.66% | Current Holding | |
| Average | 6.38% |
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, January 15, 2015
Dividend Received Courtesy of Realty Income
KDK Fund received a dividend payment from Realty Income. It was automatically reinvested for free. Because of dividend reinvestment and an increase in the dividend, the payment was 1.3% higher than last month.
Dividends continue to be an important part of the wealth building process for the fund.
The next dividend is expected to be from GE, Sysco, and Powershares BAB at the end of the month.
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 continue to be an important part of the wealth building process for the fund.
The next dividend is expected to be from GE, Sysco, and Powershares BAB at the end of the month.
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, January 14, 2015
KDK Fund Dividend Growth for Jan-Mar Quarter
Hello
The quarterly dividend amount for the January to March quarter is projected to be 35-40% higher than in the October to December quarter. Compounding due to dividend reinvestment is projected to be responsible for 1.5-2% of the quarterly dividend payment. We are not analyzing the January to March quarter from 2014 because the fund was just beginning and the data would not bring any value to the reader.
The fund is receiving dividends from Realty Income, Ford, AT&T, Sysco, GE, Powershares Build America Bond 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**
The quarterly dividend amount for the January to March quarter is projected to be 35-40% higher than in the October to December quarter. Compounding due to dividend reinvestment is projected to be responsible for 1.5-2% of the quarterly dividend payment. We are not analyzing the January to March quarter from 2014 because the fund was just beginning and the data would not bring any value to the reader.
The fund is receiving dividends from Realty Income, Ford, AT&T, Sysco, GE, Powershares Build America Bond 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**
Tuesday, January 13, 2015
New Purchase of Additional Ford Shares
KDK Fund has purchased more shares of Ford. The price paid for the shares was $15.38. This purchase has been made for the following reasons:
- Continued business development (new aluminum truck, research and progress on electric and driverless cars, etc.)
- Increase in dividend for 2015 was higher than expected
- Analysis suggests stock price still has room to appreciate keeping the stock in the purchase list
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**
- Continued business development (new aluminum truck, research and progress on electric and driverless cars, etc.)
- Increase in dividend for 2015 was higher than expected
- Analysis suggests stock price still has room to appreciate keeping the stock in the purchase list
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, January 12, 2015
Week 1/9 In Review
There were no new purchases or sales during the week. There were no dividends received during the week. The next purchase will be made in the next week.
Some metrics of the 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**
Some metrics of the current holdings are below.
| Company | Current Price | Purchase Dates (not including dividend reinvestment purchases) | Cost Basis (includes dividend purchases | Dividends Received Per Share Since Purchase | Dividends Received from Reinvested Dividends | Current Profit/Loss | Date Sold |
| Realty Income | $50.33 | 1/14/2014, 7/29/2014 | $43.39 | $1.4365 | 15.99% | Current Holding | |
| Ford | $15.21 | 2/11/2014 | $14.89 | $0.3750 | 2.15% | Current Holding | |
| AT&T | $33.40 | 3/28/2014, 9/12/2014 | $34.87 | $0.9275 | -4.22% | Current Holding | |
| Sysco | $41.25 | 5/7/2014 | $36.66 | $0.5800 | 12.52% | Current Holding | |
| Powershares BAB | $30.71 | 6/23/2014 | $29.06 | $0.6900 | 5.68% | Current Holding | |
| Nuveen Comm | $16.56 | 10/22/2014 | $14.77 | $0.4100 | 12.12% | Current Holding | |
| GE | $24.03 | 12/3/2014 | $26.10 | $0.0000 | -7.93% | Current Holding | |
| Average | 5.71% |
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, January 9, 2015
Ford Goes Crazy With 20% Div Increase
There was a surprise with the recent dividend increase by Ford. The company decided to increase their dividend by 20%. The new quarterly dividend for 2015 will be $0.15 per share. The fund was expecting the raise to be in the $0.13-0.135 range. This increase puts the yield at about 4%. The Bloomberg story about the increase can be read here.
This completes the list of expected dividend increases for KDK Fund that was detailed in this previous post (link here). A future post will cover what the expectations were and what the results were.
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**
This completes the list of expected dividend increases for KDK Fund that was detailed in this previous post (link here). A future post will cover what the expectations were and what the results were.
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**
Sysco Reaches Target Price
Sysco has reached a target price that has removed it from KDK Fund's purchase list. The fund will continue to hold onto shares and reinvest its dividends. Sysco joins Realty Income in the past week reaching target prices. The fund will look to purchase more shares of Sysco if the stock price falls below $39.00.
To keep dividends growing in the first month of each quarter, the fund will currently plan to continue purchasing shares of GE, and CTF as well as initiate new positions when possible.
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**
To keep dividends growing in the first month of each quarter, the fund will currently plan to continue purchasing shares of GE, and CTF as well as initiate new positions when possible.
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**
Tuesday, January 6, 2015
2014 Review / 2015 Preview
2014 Review
- Fund took positions in 7 companies. This year the fund embarked on an ambitious wealth building plan. It invested capital in 7 stocks/etf's that are continuously growing in value. The list currently includes Realty Income, Ford, AT&T, Sysco, Powershares Build America Bond ETF, Nuveen Long/Short Commodity Fund, and GE. Shares were purchased throughout the year.
- Monthly Dividend receipts continue to grow. Dividends continue to get reinvested by policy and assist in the growth of the portfolio. The absence of transaction fees on reinvested dividends are a big help. Having a base revenue generator that grows has been a great lesson.
- The wealth building plan was refined and improved during the year. The fund worked on what to invest in, and how much to invest, making sure the fund's moral standards stay together with its profit standards.
2015 Expectations
- The fund will be adding to current positions. Most of the current positions still have plenty of room to move before they reach their target. Positive earnings predictions for 2015 should be a catalyst for raising stock prices.
- The fund will possibly see an end to some positions as they reach the expected value for selling. There are a couple of holdings that are getting close to or already have reached target prices to at the very least take them off of the purchase list.
- The fund will be starting new positions. If there are stocks that end up getting sold, the fund will use those funds to either add to existing or start new positions. Currently, the Penny Mac Mortgage REIT (symbol PMT) is the most serious new candidate for the fund.
- The fund will be looking to start call selling to add to revenue building. As the fund continues to grow, it will be in a position to start selling call options on positions. This will add another revenue stream to the fund.
- The fund will continue to use dividend reinvestment to power the portfolio growth. The fund's 2015 dividend amount is projecting to be about 4 times the amount received in 2014. That high amount is mainly due to the fund starting in 2014. But who knows what can happen in the future!
Happy investing to all! There are so many good to great investments out there. Plan the work, and work the plan. Profits are sure to come.
KDK Fund Team
Realty Income Reaches Milestone Price
Because Realty Income has reached a target price of $50.00, it is being removed from its "purchase candidates" list. This is the first stock in the portfolio to do this. KDK Fund will continue to hold onto its shares of Realty Income and will continue to reinvest dividends as it continues to see a well run business plan being executed by a solid management. The fund will look to add Realty Income to its "purchase candidates" list if the share price drops below $50.00.
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**
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, January 5, 2015
Week 1/2 In Review
Happy New Year to all.
The fund made no purchases or sales during the week. The fund received dividends from Powershares BAB fund and from Nuveen Commodity Long/Short fund. The post link is here. The next scheduled purchase will be in the next 2-4 weeks. Some metrics to the current holdings are below.
If you would like immediate notifications of KDK Fund activity, send an email to kdkfund@gmail.com and we will put you on our growing email notification list.
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 fund made no purchases or sales during the week. The fund received dividends from Powershares BAB fund and from Nuveen Commodity Long/Short fund. The post link is here. The next scheduled purchase will be in the next 2-4 weeks. Some metrics to the current holdings are below.
If you would like immediate notifications of KDK Fund activity, send an email to kdkfund@gmail.com and we will put you on our growing email notification list.
| Company | Current Price | Purchase Dates (not including dividend reinvestment purchases) | Cost Basis (includes dividend purchases | Dividends Received Per Share Since Purchase | Dividends Received from Reinvested Dividends | Current Profit/Loss | Date Sold |
| Realty Income | $48.62 | 1/14/2014, 7/29/2014 | $43.39 | $1.4365 | 12.05% | Current Holding | |
| Ford | $15.36 | 2/11/2014 | $14.89 | $0.3750 | 3.16% | Current Holding | |
| AT&T | $33.87 | 3/28/2014, 9/12/2014 | $34.87 | $0.9275 | -2.87% | Current Holding | |
| Sysco | $39.85 | 5/7/2014 | $36.66 | $0.5800 | 8.70% | Current Holding | |
| Powershares BAB | $30.55 | 6/23/2014 | $29.06 | $0.6900 | 5.13% | Current Holding | |
| Nuveen Comm | $16.70 | 10/22/2014 | $14.77 | $0.4100 | 13.07% | Current Holding | |
| GE | $25.06 | 12/3/2014 | $26.10 | $0.0000 | -3.98% | Current Holding | |
| Average | 5.27% |
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, January 2, 2015
Dividends Received from Nuveen CTF and Powershares BAB
KDK Fund has received dividends from Nuveen and Powershares BAB. Both dividends have been reinvested for free. Nuveen Commodity Long/Short Fund paid $0.135 per share. Powershares paid out $0.115 per share.
Dividends are an important part of building wealth for the fund. Because of dividend reinvestment, the account is seeing regular increases in dividend receipts.
The next dividend receipt is expected next week from GE.
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 are an important part of building wealth for the fund. Because of dividend reinvestment, the account is seeing regular increases in dividend receipts.
The next dividend receipt is expected next week from GE.
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**
Subscribe to:
Posts (Atom)