Starting Year Off Right RevGen Style (Morgan Stanley and Nasdaq Bear ETF SQQQ)

Today we were able to close a Morgan Stanley Jan 8th $71 call trade ($0.16 or 61% profit) and day trade the Nasdaq bearish SQQQ Jan 8th $16.50 put trade for ($0.23 or 85% profit). Both trades used stop trailing stop pricing. Profits will be allocated to taxes, charity, investors, and back into the account. 

Grateful.

** This blog is used for informational purposes only. It should not be used as a recommendation to buy or sell any security. Do your own due diligence before trading or investing. If you would like research done on a stock you own or are thinking about buying, email at keanevcc@gmail.com **

Week's (Oct 12-16) Activities (RevGen, KDK Fund, more)

 This was  another special week for the group. Metrics and notes are below. 

RevGen Trading

Metrics

Date Entry	Security	Type	Cost	Date Sold	Amount Received	Per Contract / Share Result
10/12/20	MS	Oct 16 $54.50 Call	$0.12	10/13	$0.22	$0.10
10/14	SQQQ	Oct 23 $25.50 Call	$0.13	10/14	$0.15	$0.02

Notes

- The Morgan Stanley trade was  a speculative play on earnings. It worked out and was sold at a profit stop.

- The SQQQ (Negative Nasdaq) play was a speculative play chart wise. It stayed flat and was sold. 

KDK Fund

Metrics

Security/ Project	Type	Date of Purchase/Sale	Cost of Investment	EOW Value	Return %
Fuel Cell Energy	Stock	8/3/2020	$1.76	$2.33	32.39%
Fuel Cell Nov $3.50 Call	Option	10/15/2020	-$13.00	-$8.00	38.46%
BLOK	ETF	10/15	$25.45	$25.62	0.67%

Notes

- The fund bought back the October $3.00 and October $2.50 Fuel Cell calls for $0.04. 

- The fund sold the November $3.50 call options for $0.13 each. The reason for the $3.50 is that the election will be within this range and volatility in this sector is likely to pick up. 

- Fuel Cell stock has not moved but the covered call operation has created a 30+% gain. 

- The fund purchased equity in Amplify ETF BLOK. It is focused on the blockchain and cryptocurrency areas. 

** This blog is used for opinions and ideas and should not be used as a direction to act without doing your due diligence. As always, we are on Facebook, Twitter, and email through keanevcc@gmail.com**

Week In Review (Realty Income, Ford, KDK Options, Trade Candidates, more)

There were no new trades this week. The next trade looks to be scheduled 2-4 weeks from now.

Realty Income closed the week at $42.31. That is a rise of $0.72 for the week. The fund will continue to hold its shares. Realty Income will be raising its monthly dividend, starting in April.

Ford closed the week at $15.08. That is a drop of $0.62 for the week. The fund will continue to hold its shares.

Candidates for purchase include Verizon, Morgan Stanley, and Starbucks.

There will be an extra 3.3% (based on monthly additions) capital added to the fund due to positive returns from KDK Options.



 **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**  

2/22-2/28 Week In Review (Realty Income, Ford, more)

The fund did not buy or sell anything for the week.

Shares of Realty Income Corp (symbol O) closed the week at $44.42. That is a rise of $1.01 for the week. The fund will continue to hold shares into the future. Shares of Realty Income will be ex-dividend next week.

Shares of Ford (symbol F) closed the week at $15.39. That is a rise of $0.23 for the week. The fund will continue to hold shares into the future. A dividend of Ford shares is expected next month.

There is no planned activity for the fund next week. The next planned large purchase will be at the end of March at the earliest. Candidates for investment include Verizon, Starbucks, and Morgan Stanley.

KDK Fund is looking for companies that find the right balance of the following:
- providing a service or product for a profit that comes from product or service sales (not from tax deductions)
- provide living wages to all of their employees
- consistently improve their resource (environmental, etc.) impact policies 

 **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**