The fund has sold its positions in both MFA Financial and First Financial Bancorp. The reason for the sale is that there are now other investments that will better match the fund's mission and the funds were needed.
**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.
Showing posts with label FFBC. Show all posts
Showing posts with label FFBC. Show all posts
Tuesday, January 5, 2016
Monday, January 4, 2016
Week (1/1) In Review (Ford, more)
The fund did not make any new purchases or sales during the week.
There were no dividends received during the week. The next scheduled dividend is from First Financial Bancorp during the first week of January.
Newswise, there was a post made about a possible Google-Ford driverless car partnership (link here)
Some metrics of the current holdings are below.
**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.
There were no dividends received during the week. The next scheduled dividend is from First Financial Bancorp during the first week of January.
Newswise, there was a post made about a possible Google-Ford driverless car partnership (link here)
Some metrics of the current holdings are below.
| Company | Current Price | Purchase Dates | Cost Basis | Current Profit/Loss | Date Sold | Ending Profit/Loss |
| Ford | $14.09 | 8/7/2015 | $14.68 | -4.02% | Current Holding | |
| AT&T | $34.41 | 9/28/2015 | $31.58 | 8.96% | Current Holding | |
| MFA | $6.60 | 8/13/2015 | $7.23 | -8.71% | Current Holding | |
| FFBC | $18.07 | 11/19/2015 | $19.84 | -8.92% | Current Holding | |
| BAB | $28.99 | 12/15/2015 | $29.00 | -0.03% | Current Holding | |
| Average | -2.72% |
**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, December 31, 2015
Plan for KDK Fund in 2016
First of all, let's make sure and give thanks for 2015. Lessons were learned, gains were made, and health was maintained.
Now on to 2016 ;).
The mission will still stay the same. There are added reasons outside of just making money that the fund has invested in each of these companies. Finding companies to invest in that match the outside of revenue reasons is something the fund feels is important.
The plan is to continue building the current holdings for KDK Fund. There are currently 5 holdings (Ford, AT&T, MFA Financial, First Financial Bancorp, and Powershares Build America Bond Fund) and the likelihood that this will increase for 2016 is small.
There is an expectation that dividends in the companies will be increased for 2016. The compounding effect of reinvesting dividends for free will have a larger impact in 2016.
The fund feels that price appreciation for the current holdings will be somewhere in the 5-10% levels. Ford, and First Financial Bancorp have the highest likelihood to move higher than 10% based on revenue projections and current price. Powershares Build America Bond Fund looks to be the current holding that will have the worst movement during 2016.
The big goal for 2016 is to grow the portfolio to a point where the fund is able to start selling call options on the currently owned stocks. This will provide an added revenue stream that should kick the wealth building to the next level.
Good luck to all in your investing activities.
Now on to 2016 ;).
The mission will still stay the same. There are added reasons outside of just making money that the fund has invested in each of these companies. Finding companies to invest in that match the outside of revenue reasons is something the fund feels is important.
The plan is to continue building the current holdings for KDK Fund. There are currently 5 holdings (Ford, AT&T, MFA Financial, First Financial Bancorp, and Powershares Build America Bond Fund) and the likelihood that this will increase for 2016 is small.
There is an expectation that dividends in the companies will be increased for 2016. The compounding effect of reinvesting dividends for free will have a larger impact in 2016.
The fund feels that price appreciation for the current holdings will be somewhere in the 5-10% levels. Ford, and First Financial Bancorp have the highest likelihood to move higher than 10% based on revenue projections and current price. Powershares Build America Bond Fund looks to be the current holding that will have the worst movement during 2016.
The big goal for 2016 is to grow the portfolio to a point where the fund is able to start selling call options on the currently owned stocks. This will provide an added revenue stream that should kick the wealth building to the next level.
Good luck to all in your investing activities.
Monday, December 21, 2015
Week (12/18) In Review (BAB Purchase, more)
The fund purchased shares of Powershares' Build America Bond Fund. The blog post for the purchase can be found here. There were no sales this week. The next scheduled purchase is in 8-10 weeks.
The next scheduled dividend will come from BAB on December 31st.
Some metrics of the fund's holdings are below.
**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.
The next scheduled dividend will come from BAB on December 31st.
Some metrics of the fund's holdings are below.
| Company | Current Price | Purchase Dates | Cost Basis | Current Profit/Loss | Date Sold | Ending Profit/Loss |
| Ford | $13.81 | 8/7/2015 | $14.68 | -5.93% | Current Holding | |
| AT&T | $33.60 | 9/28/2015 | $31.58 | 6.40% | Current Holding | |
| MFA | $6.83 | 8/13/2015 | $7.23 | -5.53% | Current Holding | |
| FFBC | $17.83 | 11/19/2015 | $19.84 | -10.13% | Current Holding | |
| BAB | $29.07 | 12/15/2015 | $29.00 | 0.24% | Current Holding | |
| Average | -3.21% |
**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.
Tuesday, December 15, 2015
Shares of Powershares Build America Bond Fund Purchased
Earlier today, the fund purchased shares of Powershares Build America Bond Fund. This price of the purchase was $29.04 per share before commissions and fees. The goal of the trade is to hold onto the shares forever.
A thank you to Optionshouse for executing the trade for the fund.
Some of the reasons for the purchase are below:
- This is an etf that has a good dividend
- The dividend is issued monthly
- The fund needed government bond exposure
- This will be another way for the fund to build its wealth
The fund also owns shares of Ford, AT&T, MFA, and First Financial Bancorp.
**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.
A thank you to Optionshouse for executing the trade for the fund.
Some of the reasons for the purchase are below:
- This is an etf that has a good dividend
- The dividend is issued monthly
- The fund needed government bond exposure
- This will be another way for the fund to build its wealth
The fund also owns shares of Ford, AT&T, MFA, and First Financial Bancorp.
**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, December 12, 2015
Week (12/11) In Review (Ford, AT&T, MFA, and FFBC)
There were no purchases or sales this week. The next scheduled purchase is in the next 1-2 weeks. The likely candidate is Powershares Build America Bond Fund.
There were no dividends received last week. The next expected dividend receipt will be from First Financial Bancorp in the first week of January.
**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.
There were no dividends received last week. The next expected dividend receipt will be from First Financial Bancorp in the first week of January.
| Company | Current Price | Purchase Dates | Cost Basis | Current Profit/Loss | Date Sold |
| Ford | $13.64 | 8/7/2015 | $14.68 | -7.08% | Current Holding |
| AT&T | $33.17 | 9/28/2015 | $31.58 | 5.03% | Current Holding |
| MFA | $6.70 | 8/13/2015 | $7.23 | -7.33% | Current Holding |
| FFBC | $18.31 | 11/19/2015 | $19.84 | -7.71% | Current Holding |
| Average | -4.53% |
**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, December 1, 2015
16 Pay Days for 2016
by Michael Keane
With the recent purchase of First Financial Bancorp, KDK Fund now will get revenue 16 days for 2016 through dividends from Ford, AT&T, MFA, and FFBC. With the expected purchase of Build America Bond Fund, the fund will be getting paid 28 times a year.
To be sure, this is just a start. But getting paid more often can only assist in the wealth generating process. With a portion of each dividend getting reinvested, each month and quarter will grow and compound, which is exactly what the fund is looking to do. When you add covered call trades, as well as speculative options trades from KDK Options, the wealth plan looks to be in good position.
To be sure, this is just a start. But getting paid more often can only assist in the wealth generating process. With a portion of each dividend getting reinvested, each month and quarter will grow and compound, which is exactly what the fund is looking to do. When you add covered call trades, as well as speculative options trades from KDK Options, the wealth plan looks to be in good position.
.**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.
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