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

Dividends Received Courtesy of Ford and Nuveen

Today, the fund received dividends from Ford and Nuveen Long/Short Commodity fund. Both dividends were reinvested for free by Sharebuilder.

Dividends will continue to be a growth part of the fund through reinvestment. Reinvested dividends now represent 1.9% of capital invested in CTF. Reinvested dividends now represent 2.3% of capital invested in Ford. Reinvested dividends now represent 2.3% of capital invested in the 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**

Week 11/21 In Review ($O, $F, $T, $SYY, $BAB, $CTF, Dividends)

There were no purchases or sales last week. The fund did receive a dividend from Realty Income, which was automatically reinvested for free. The next scheduled purchase will be in the next 2-3 weeks. Some metrics of the current holdings is below.

Company	Current Price	Purchase Dates (not including dividend reinvestment purchases)	Cost Basis (includes dividend purchases	Dividends Received Per Share Since Purchase	Current Profit/Loss	Date Sold
Realty Income	$45.96	1/14/2014, 7/29/2014	$41.68	$1.1100	10.27%	Current Holding
Ford	$15.41	2/11/2014	$14.89	$0.2500	3.49%	Current Holding
AT&T	$35.28	3/28/2014, 9/12/2014	$34.87	$0.9275	1.18%	Current Holding
Sysco	$39.70	5/7/2014	$36.66	$0.5800	8.29%	Current Holding
Powershares BAB	$29.86	6/23/2014	$29.06	$0.3450	2.75%	Current Holding
Nuveen Comm	$14.65	10/22/2014	$14.90	$0.1350	-1.68%	Current Holding
Average					4.67%

 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**

Throw Back Thursday Quote From Warren Buffet

Back in 2008, in a letter to Berkshire's shareholders, Warren Buffet left this nugget (below) to digest. This quote was picked up from Business Insider and the link is provided here.

""I have pledged – to you, the rating agencies and myself – to always run Berkshire with more than ample cash. We never want to count on the kindness of strangers in order to meet tomorrow’s obligations. When forced to choose, I will not trade even a night’s sleep for the chance of extra profits."

This quote is a reminder that wealth building does not mean ruining your quality of life.Because there are ample opportunities to create a sustained level of wealth, there should not be a reason to be so stressed over investments that you lose sleep. 


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**

Dividend Day Courtesy of Powershares BAB

There was a dividend received from Powershares Build America Bond ETF for $0.115 per share. The dividend was reinvested for free.

1.5% of the capital invested in BAB have come from dividends. 1.5% of the fund's total capital invested is from dividends. Dividends continue to accelerate the wealth building process of the fund.

The fund also has holdings in Realty Income, Ford, AT&T, Sysco, 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**

KDK's Investment Plan

KDK Fund has a mission to invest in companies and projects that bring a solid return while falling in line with the standards of the fund. The fund will look to create an income stream for its investors, inspire confidence in the companies and projects it invests in, and provide a blueprint for those looking to invest capital in worthwhile projects while at the same time restricting capital from projects and companies that don't go along with the fund's standards. There will be both fundamental and technical (price) requirements and analysis for each investment. This plan will continuously evolve as the fund grows and different opportunities arise. Feel free to make constructive comments and suggestions as the fund feels collaboration can improve the plan.

Please check back with this page periodically to see any changes made to this post. Updates to the post will be communicated when changes occur.

Current holdings include Realty Income, Ford, AT&T, Sysco, and Powershares Build America Bond ETF.

The companies or projects that the fund will invest in will have business plans with which the fund can align itself. Continuous success in execution of those plans is expected. Some topics that the fund looks at are below.

Management Behavior

- How does management run the business? The fund will use product management, wage behavior, resource management, and profitability as some of the metrics.

Wage Behavior

- Does the company pay wages that create a balanced work atmosphere? Does the company allow its workers to require support from governmental agencies and taxpayers because of its wage structure? What is the wage difference between the CEO and the average worker if the CEO is not the founder? Are stock options evenly distributed throughout the company?

Resource Management

- Does the company have policies in place that promotes stable resource management? The fund is looking to invest in companies that are making an honest effort in curbing its resource use. Does the company promote innovation within its resource usage for long term success?

Profit Growth

- What is the company's profit growth targets? Does the company have a plan, that when executed, creates profit for the company? Does the company make its money through a unique and protected product or service that provides the profit?

Dividends

- Does the company have a stable and growing dividend? How would compounding affect the continuous accumulation of dividends? The fund expects dividend growth overall and dividend reinvestment growth to expand as time goes on.

Options

- Are Options available to trade both on the selling and buying side? The Fund plans to use call selling in order to provide the fund with another revenue stream. If it makes sense, the fund will use the revenue from the call selling to purchase more shares.

Where To Invest In?

Stock/ETF Shares

- First Investments are in shares of stock and ETF securities. This provides a relatively stable environment for the fund to grow. The fund will grow from stock appreciation, and consistent growth in dividend payments

KDK Options

- The Fund will use KDK Options to trade aggressively looking for 5X gains. The plan is to only use a small percentage of the fund for trading options. The fund will look to momentum news and strong technical analysis for each trade.