Monday, January 5, 2015

Week 1/2 In Review

Happy New Year to all.

The fund made no purchases or sales during the week. The fund received dividends from Powershares BAB fund and from Nuveen Commodity Long/Short fund. The post link is here. The next scheduled purchase will be in the next 2-4 weeks. Some metrics to the current holdings are below.

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CompanyCurrent PricePurchase Dates (not including dividend reinvestment purchases)Cost Basis (includes dividend purchasesDividends Received Per Share Since PurchaseDividends Received from Reinvested DividendsCurrent Profit/LossDate Sold
Realty Income$48.621/14/2014, 7/29/2014$43.39$1.436512.05%Current Holding
Ford$15.362/11/2014$14.89$0.37503.16%Current Holding
AT&T$33.873/28/2014, 9/12/2014$34.87$0.9275-2.87%Current Holding
Sysco$39.855/7/2014$36.66$0.58008.70%Current Holding
Powershares BAB$30.556/23/2014$29.06$0.69005.13%Current Holding
Nuveen Comm$16.7010/22/2014$14.77$0.410013.07%Current Holding
GE$25.0612/3/2014$26.10$0.0000-3.98%Current Holding
Average5.27%

 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**

Friday, January 2, 2015

Dividends Received from Nuveen CTF and Powershares BAB

KDK Fund has received dividends from Nuveen and Powershares BAB. Both dividends have been reinvested for free. Nuveen Commodity Long/Short Fund paid $0.135 per share. Powershares paid out $0.115 per share.

Dividends are an important part of building wealth for the fund. Because of dividend reinvestment, the account is seeing regular increases in dividend receipts.

The next dividend receipt is expected next week from GE. 

  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 29, 2014

Dividend Increases for Realty Income and AT&T

Both Realty Income and AT&T have announced dividend increases starting in the first quarter of 2015. Realty Income has increased their monthly dividend from $0.1831 to $0.1834 per share. AT&T has increased their quarterly dividend from $0.46 to $0.47 per share.


Both companies join Sysco in increasing their dividends for 2015. Dividend increases are now joining dividend reinvestment as part of the wealth building 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**

Week 12/26 In Review (O, F, T, SYY, CTF, BAB, GE)

There were no new purchases or sales during the week. There were no dividends received during the week. The next new dividend receipt will be on Dec 30. The next purchase is scheduled for the next 2-4 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$49.311/14/2014, 7/29/2014$43.39$1.436513.64%Current Holding
Ford$15.452/11/2014$14.89$0.37503.76%Current Holding
AT&T$34.173/28/2014, 9/12/2014$34.87$0.9275-2.01%Current Holding
Sysco$40.595/7/2014$36.66$0.580010.72%Current Holding
Powershares BAB$30.226/23/2014$29.06$0.58003.99%Current Holding
Nuveen Comm$16.4910/22/2014$14.63$0.271012.71%Current Holding
GE$25.7812/3/2014$26.10$0.0000-1.23%Current Holding
Average6.36%



 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 22, 2014

Week 12/19 In Review

There were no new purchases or sales this week. There was a dividend received from Realty Income (link here). The following major headlines regarding the portfolio include:

- GE raises its quarterly dividend from $0.23 per share to $0.24 per share starting in January 2015. Story link here.

- Nuveen Long/Short (CTF) is looking to become an ETF. Story link here.  

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$48.641/14/2014, 7/29/2014$43.39$1.436512.10%Current Holding
Ford$15.012/11/2014$14.89$0.37500.81%Current Holding
AT&T$33.533/28/2014, 9/12/2014$34.87$0.9275-3.84%Current Holding
Sysco$40.895/7/2014$36.66$0.580011.54%Current Holding
Powershares BAB$30.416/23/2014$29.06$0.58004.65%Current Holding
Nuveen Comm$16.4110/22/2014$14.63$0.271012.17%Current Holding
GE$25.6312/3/2014$26.10$0.0000-1.80%Current Holding
Average5.32%

  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 15, 2014

GE Raises Dividend for 2015, Now Back at Precrisis Levels

GE has just announced that they have increased their quarterly dividend from $0.22 to $0.23 per share. Getting a 4.5% increase in the dividend is very positive for shareholders. This also puts the dividend back to the level it was at before the financial crisis. The Bloomberg story link is here.

This is the third company in the fund's portfolio to hike their dividend in the last six months (Realty Income and Sysco being the others). Current dividend hikes will add 1.5% to the dividends received in 2015 compared to 2014. More dividend hikes for 2015 are expected. Investing capital into companies that are able to continue to increase their dividend payments is one way to build lasting wealth.


 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 Courtesy of Realty Income

A dividend from Realty Income was received today in the amount of $0.1831 per share. The dividend was reinvested for free. The current price of Realty Income is about $46.60.

Dividends now represent 3.4% of the capital invested in Realty Income and now represent 2.1% of the capital invested in the entire fund. This will continue to drive incremental dividend receipts higher and increase the wealth being built. 

The next dividend expected is from Powershares Build America Bond ETF at the end of the month.


  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**