Monday, December 15, 2014

Week 12/12 In Review

There were no purchases or sales this week. The next purchase is expected in the next 4-6 weeks. There were no dividends received this week. The next expected dividend to be received is on 12/15 from Realty Income. Some metrics of the current holdings are below.


CompanyCurrent PricePurchase Dates (not including dividend reinvestment purchases)Cost Basis (includes dividend purchasesDividends Received Per Share Since PurchaseCurrent Profit/LossDate Sold
Realty Income$46.561/14/2014, 7/29/2014$41.68$1.260011.71%Current Holding
Ford$14.992/11/2014$14.89$0.37500.67%Current Holding
AT&T$32.163/28/2014, 9/12/2014$34.87$0.9275-7.77%Current Holding
Sysco$39.335/7/2014$36.66$0.58007.28%Current Holding
Powershares BAB$30.566/23/2014$29.06$0.58005.16%Current Holding
Nuveen Comm$14.5710/22/2014$14.63$0.2710-0.41%Current Holding
GE$24.8912/3/2014$26.10$0.0000-4.64%Current Holding
Average2.17%

 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**

Wednesday, December 10, 2014

Dividend Hike for Sysco Quickens Wealth Building Plan

Last month, Sysco announced that they are increasing their quarterly dividend per share from $0.29 to $0.30. This was speculated in a recent post (link here). This move will increase the dividend 3.4%.

Owning assets that grow their dividends is one way the fund plans to build wealth. This will be the second holding of the fund to increase its dividend. Increasing the dividend also speeds up the effect of the reinvestment sharebuilding plan. 

 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**

Monday, December 8, 2014

Week 12/5 In Review

There was a purchase of GE shares. The link for that is here. There were no dividends received for the week. The next purchase will be in 6-8 weeks. Some metrics for the current holdings are below.


CompanyCurrent PricePurchase Dates (not including dividend reinvestment purchases)Cost Basis (includes dividend purchasesDividends Received Per Share Since PurchaseCurrent Profit/LossDate Sold
Realty Income$45.511/14/2014, 7/29/2014$41.68$1.26009.19%Current Holding
Ford$15.702/11/2014$14.89$0.37505.44%Current Holding
AT&T$33.943/28/2014, 9/12/2014$34.87$0.9275-2.67%Current Holding
Sysco$39.935/7/2014$36.66$0.58008.92%Current Holding
Powershares BAB$29.866/23/2014$29.06$0.58002.75%Current Holding
Nuveen Comm$14.5110/22/2014$14.63$0.2710-0.82%Current Holding
GE$26.0112/3/2014$26.10$0.0000-0.34%Current Holding
Average



3.50%


 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**

Wednesday, December 3, 2014

New Purchase of GE Shares

KDK Fund purchased shares of GE today. The fund paid $26.10 per share. The reasons for the purchase are below.

- Conglomerate
- Excellent Dividend given in the first month of every quarter
- Very good management
- There is a decent probability of stock appreciation
- Domestic economic factors are well
- Activist Opportunity (taxes)

Other holdings include Realty Income, Ford, AT&T, Sysco, Powershares Build America Bond Fund, 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**

Monday, December 1, 2014

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**

Dividend Received by Powershares Build America Bond Fund

On Friday, the fund received a monthly dividend from Powershares BAB fund. The dividend was reinvested for free. Because of the compounding effect of dividend reinvestment, this month's dividend was 4% than last months.

Dividends now count for 1.9% of the capital invested in Powershares Build America Bond Fund. Dividends now count for 1.9% of the capital invested in KDK Fund. They will continue to be reinvested to grow the fund's capital base.

 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 11/28 In Review

There were no purchases or sales this week. There was a dividend received from Powershares Build America Bond Fund. The next purchase will be in the next 1-2 weeks.

Some metrics of the current holdings are below.


CompanyCurrent PricePurchase Dates (not including dividend reinvestment purchases)Cost Basis (includes dividend purchasesDividends Received Per Share Since PurchaseCurrent Profit/LossDate Sold
Realty Income$45.961/14/2014, 7/29/2014$41.68$1.110010.27%Current Holding
Ford$15.732/11/2014$14.89$0.25005.64%Current Holding
AT&T$35.383/28/2014, 9/12/2014$34.87$0.92751.46%Current Holding
Sysco$40.265/7/2014$36.66$0.58009.82%Current Holding
Powershares BAB$30.086/23/2014$29.07$0.46503.47%Current Holding
Nuveen Comm$14.3010/22/2014$14.90$0.1350-4.03%Current Holding
Average



4.90%

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**