Weekly (July 27 - 31) Metrics and Notes

Here are the week's metrics and notes.

Metrics

Security/ Project	Type	Date of Purchase	Cost of Investment	EOW Value	Return %
Hive Blockchain	Stock	4/16/2020	$0.32	0.36	12.50%
Social Capital	Stock	5/1/2020	$10.98	11.76	7.10%
Hannon Armstrong	Stock	6/5/2020	30.42	34.73	14.17%
Virgin Galactic	Stock	6/8	$16.82	22.35	32.88%
Voyager Therapeutics	Stock	6/11	$12.25	11.16	-8.90%

**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 (July 20-24) Metrics and Notes

Below are metrics and notes for the week of July 20-24.

Security/ Project	Type	Date of Purchase	Cost of Investment	EOW Value	Return %
Hive Blockchain	Stock	4/16/2020	$0.32	0.28	-12.50%
Social Capital	Stock	5/1/2020	$10.98	13.03	18.67%
Hannon Armstrong	Stock	6/5/2020	30.42	33.56	10.32%
Virgin Galactic	Stock	6/8	$16.82	24.31	44.53%
Voyager Therapeutics	Stock	6/11	$12.25	12.05	-1.63%

Notes

- Cryptocurrencies are waking up


**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 (July 13-17) Metrics and Notes (New CEO for Virgin Galactic, more)

Here are the following metrics and notes for the fund.

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	13.04	18.76%
Hannon Armstrong	Stock	6/5/2020	30.42	33.37	9.70%
Virgin Galactic	Stock	6/8	$16.82	24.05	42.98%
Voyager Therapeutics	Stock	6/11	$12.25	12.98	5.96%

Notes

- Virgin Galactic announced the appointment of Michael Colglazier as their new CEO. George Whitesides will stay on as the Chief Space Officer. The story can be found here.


Terms

- DeFi means Decentralized Finance



**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.

2020 Q2 Performance and Notes

Hello

KDK Fund is happy to report that it has had an amazing time of it since it started back on March 23rd of this year. The fund is focused on building wealth through investing available (financial, human, networking, etc.) capital to companies and projects that match its value and profit potential pillars.


Notes

- The fund currently has investments in companies that are working on providing value in the areas of Climate Change through Hannon Armstrong and Hive Blockchain, Cryptoassets (think Bitcoin and Ethereum) mining through Hive Blockchain, DNA Therapeutics through Voyager Therapeutics, Space Travel through Virgin Galactic, and an SPAC (blank check company) through Social Capital Hedosphia with a focus on non-USA tech. Previous investments included one covering Lidar, an important component in autonomous vehicles through Microvision. 

- From March 23rd, the fund has grown by 280%. There are a few reasons for this.
     - First, this quarter was the highest gaining quarter for the market since 1987. Most everyone made money if you were on the long side starting in March. This is not normal and not expected going forward.
     - Second, added funding came in from our partner KDK Options. The added volatility has increased their business. We are beneficiaries of their work as a percentage of their profits comes to the fund. Unlike the first point, we do expect higher capital funding from KDK Options going forward.
     - Third, we were able to find companies and projects to invest in that were hit hard in March, yet reached our target sell prices way sooner than expected. This allowed us to roll over the capital into other investments.

- We were also able to start the second of our investment goals; dividend paying investments supporting these initiatives. A link to that blog post can be found here.


We are expecting the rest of the year to be an accumulation period for the fund. We plan to incorporate investments that we will be able to sell call options for extra revenue by the end of the year. Good luck to all.


**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 29 - July 2) Metrics and Notes

Here are the weekly metrics and notes for June 29th - July 2nd.

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	12.55	14.30%
Hannon Armstrong	Stock	6/5/2020	30.76	28.38	-7.74%
Virgin Galactic	Stock	6/8	$16.82	16.25	-3.39%
Voyager Therapeutics	Stock	6/11	$12.25	12.9	5.31%

Notes

- No new purchases or sales
- Virgin Galactic expecting FAA license shortly. Story 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.

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.

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.