Weekly (June 22-26) Metrics and Notes

Here are the metrics and notes for the week of June 22-26.

Metrics

Security/ Project	Type	Date of Purchase	Cost of Investment	EOW Value	Return %
Hive Blockchain	Stock	4/16/2020	$0.32	0.23	-28.13%
Social Capital	Stock	5/1/2020	$10.98	12.29	11.93%
Hannon Armstrong	Stock	6/5/2020	30.76	27.2	-11.57%
Virgin Galactic	Stock	6/8	$16.82	15.55	-7.55%
Voyager Therapeutics	Stock	6/11	$12.25	12.76	4.16%

Notes

- Virgin Galactic had a big week. The company secured a training contract with NASA. This will provide secured cash flow and add legitimacy to the company and its mission. A link to the story can be found here. The company also ran a successful test flight. A link to the story can be here.

- Hive Blockchain continues to develop is mining operations with new equipment. A link to the story can be found 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, kdkfund@gmail.com, or on twitter @kdkfund.

Dividends Now Part of Building Wealth

With our purchase of shares of Hannon Armstrong (link here), the fund has started the second stream of income for the fund. The plan is to reinvest portions of the dividends that have not been kept back for taxes, charity and investors. 

Just as a quick review, the three main pillars of the fund's ability to build wealth is stock appreciation, dividends, and selling call options. We are still not prepared to start the call selling portion just yet.


**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, kdkfund@gmail.com, or on twitter @kdkfund.

Weekly (June 15-19) Metrics and Notes

The following are the metrics and notes for the week of June 15-19.

Metrics

Security/ Project	Type	Date of Purchase	Cost of Investment	EOW Value	Return %
Hive Blockchain	Stock	4/16/2020	$0.32	0.24	-25.00%
Social Capital	Stock	5/1/2020	$10.98	11.45	4.28%
Hannon Armstrong	Stock	6/5/2020	30.76	29.17	-5.17%
Virgin Galactic	Stock	6/8	$16.82	15	-10.82%
Voyager Therapeutics	Stock	6/11	$12.25	13.34	8.90%

Notes

- The fund sold its stake in Microvision for $1.31. The 40% gain was a target. The fund's were then immediately used in another area. Profits are in the process of being distributed accordingly to taxes, charity, investors, and other areas of the business.

- The fund purchase more equity in Social Capital's Hedosphia II fund. The average price is now $10.98.



**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, kdkfund@gmail.com, or on twitter @kdkfund.

Metrics and Notes from June 8-12 (Voyager Therapeutics, Virgin Galactic, more)

The following are the metrics and notes for the week of June 8-12.

Metrics

Security/ Project	Type	Date of Purchase	Cost of Investment	EOW Value	Return %
Hive Blockchain	Stock	4/16/2020	$0.22	0.26	18.18%
Social Capital	Stock	5/1/2020	$10.20	10.98	7.65%
Hannon Armstrong	Stock	6/5/2020	30.76	28.27	-8.09%
Microvision	Stock	5/18	$0.93	1.1	18.28%
Virgin Galactic	Stock	6/8	$16.82	14.99	-10.88%
Voyager Therapeutics	Stock	6/11	$12.25	12.13	-0.98%

Notes

Virgin Galactic (story link here) and Voyager Therapeutics (story link here) are new additions to the fund.

Hannon Armstrong announced their quarterly dividend. The story link is here. 

Hive Blockchain has increased its hash rate and mining efficiency. The Yahoo! story link is here.

The fund now has investments mostly covering Climate Change, Blockchain, Cryptocurrency, DNA Therapeutic Research, Exploration, Lidar, and US based Tech. 


**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, kdkfund@gmail.com, or on twitter @kdkfund.

Voyager Therapeutics Equity Stake Started

Last week, shares of Voyager Therapeutics were purchased at the price of $12.25. Voyager uses gene therapy in fighting neurodegenerative diseases such as ALS, Huntington's, Alzheimers, and others. The company's website can be found here. 

We believe the company's management, products, and the market it is in fit nicely within the fund's investment parameters. The fund also to provide some capital to the gene therapy space. We believe this is a market that has a lot of upside.

  **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, kdkfund@gmail.com, or on twitter @kdkfund.

Virgin Galactic Equity Stake Started

The fund has purchased shares of Virgin Galactic. Shares were purchased for $16.95. The fund will likely be holding this stock well into the future while also understanding that this is a new company in a new industry.

This company is one that we believe will improve life, stretch the capacity of the human existence, and benefit financially for taking the risk to do so. The company's mission can be found on their website by clicking here.  The reason why the mission is not simply posted is that you need to experience the website. There is a lot to learn and be inspired. The management is solid with Chamath Palihapitiya as CEO. Finances are good. Orders are on the upswing. 




**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, kdkfund@gmail.com, or on twitter @kdkfund.

June 1-5 Metrics and Notes (Fuel Cell Energy, Hannon Armstrong, Hive Blockchain, more)

Below are some metrics and notes for the fund during the past week.

Security/ Project	Type	Date of Purchase	Cost of Investment	Current Value	Return %
Hive Blockchain	Stock	4/16/2020	$0.22	0.29	31.82%
Social Capital	Stock	5/1/2020	$10.20	11	7.84%
Hannon Armstrong	Stock	6/5/2020	30.76	30.18	-1.89%
Microvision	Stock	5/18	$0.93	1.02	9.68%

- The fund sold its position in Fuel Cell Energy. The stock has moved up into a resistance area and provided a profit over 30%. The post for the trade can be found here.

- The fund purchased and equity stake in Hannon Armstrong (symbol HASI). The company's focus on climate change and financial statistics has shown them to be a leader in the space. The post for the trade can be found here.

- The fund purchased more shares in Hive Blockchain (symbol HVBTF). The company continues to increase its mining capacity using clean energy. The post for this can be found 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, kdkfund@gmail.com, or on twitter @kdkfund.

More Shares in Hive Blockchain Purchased

On June 5th, the fund increased its stock position in Hive Blockchain (symbol HVBTF). The fund continues to see growth in the industry and the company relative to the industry. A previous post on our dealings with the company can be found 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, kdkfund@gmail.com, or on twitter @kdkfund.

New Position Taken in Hannon Armstrong

On June 5th, the fund took on an equity stake of Hannon Armstrong  (symbol HASI). The fund paid a per share price of $30.76.

The company (per their website) "dedicated to investments in climate change solutions, providing capital to leading companies in energy efficiency, renewable energy, and other sustainable infrastructure markets." The fund is excited to add Hannon Armstrong to the portfolio and expect both a difference and beneficial financial return to be made. The reach within the climate change sphere of the company is impressive. 

- The company has a dividend
- The company is still 25% below its share price just a few months ago
- The company is involved in many large influential projects with climate change. 

**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, kdkfund@gmail.com, or on twitter @kdkfund.

Stock in Fuel Cell Energy Sold For Profit

On June 5th, Fuel Cell Energy reached a price where the fund sold its stake for a 35 percent profit. Reasons for the trade are below. We will likely revisit Fuel Cell as financials and partnerships become clearer as the technology has the opportunity to have a sizable effect on climate change.

- The price has increased over 35% in the last month
- There is a sizable resistance at the 3.00 range
- The fund is looking to diversify its holdings in regards to climate change


**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, kdkfund@gmail.com, or on twitter @kdkfund.

May 25-29 Perforance and Notes (Hive Blockchain, Social Capital, more)

Here are some metrics and notes on the fund's holdings.

Security/ Project	Type	Date of Purchase	Cost of Investment	Current Value	Return %
Hive Blockchain	Stock	4/16/2020	$0.16	0.27	68.75%
Social Capital	Stock	5/1/2020	$10.20	10.63	4.22%
Fuel Cell Energy	Stock	5/3	$2.01	2.13	5.97%
Microvision	Stock	5/18	$0.93	0.88	-5.38%

Notes

- No purchases or sales during the week.
- No earnings were released during the week.
- Microvision has regained Nasdaq value requirement while still working on the $1.00 price per share requirement.
- Microvision is the subject of a dispute as to a possible SEC investigation on Seeking Alpha. It is in regards to possible NDA with Microsoft.


**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, kdkfund@gmail.com, or on twitter @kdkfund.