KDK Fund Dividend Growth for Jan-Mar Quarter

Hello

The quarterly dividend amount for the January to March quarter is projected to be 35-40% higher than in the October to December quarter. Compounding due to dividend reinvestment is projected to be responsible for 1.5-2% of the quarterly dividend payment. We are not analyzing the January to March quarter from 2014 because the fund was just beginning and the data would not bring any value to the reader.

The fund is receiving dividends from Realty Income, Ford, AT&T, Sysco, GE, 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**

New Purchase of Additional Ford Shares

KDK Fund has purchased more shares of Ford. The price paid for the shares was $15.38. This purchase has been made for the following reasons:

- Continued business development (new aluminum truck, research and progress on electric and driverless cars, etc.)
- Increase in dividend for 2015 was higher than expected
- Analysis suggests stock price still has room to appreciate keeping the stock in the purchase list

 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 1/9 In Review

There were no new purchases or sales during the week. There were no dividends received during the week. The next purchase will be made in the next week.

Some metrics of the current holdings are below.

Company	Current Price	Purchase Dates (not including dividend reinvestment purchases)	Cost Basis (includes dividend purchases	Dividends Received Per Share Since Purchase	Dividends Received from Reinvested Dividends	Current Profit/Loss	Date Sold
Realty Income	$50.33	1/14/2014, 7/29/2014	$43.39	$1.4365		15.99%	Current Holding
Ford	$15.21	2/11/2014	$14.89	$0.3750		2.15%	Current Holding
AT&T	$33.40	3/28/2014, 9/12/2014	$34.87	$0.9275		-4.22%	Current Holding
Sysco	$41.25	5/7/2014	$36.66	$0.5800		12.52%	Current Holding
Powershares BAB	$30.71	6/23/2014	$29.06	$0.6900		5.68%	Current Holding
Nuveen Comm	$16.56	10/22/2014	$14.77	$0.4100		12.12%	Current Holding
GE	$24.03	12/3/2014	$26.10	$0.0000		-7.93%	Current Holding
Average						5.71%

 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**

Ford Goes Crazy With 20% Div Increase

There was a surprise with the recent dividend increase by Ford. The company decided to increase their dividend by 20%. The new quarterly dividend for 2015 will be $0.15 per share. The fund was expecting the raise to be in the $0.13-0.135 range. This increase puts the yield at about 4%. The Bloomberg story about the increase can be read here.

This completes the list of expected dividend increases for KDK Fund that was detailed in this previous post (link here). A future post will cover what the expectations were and what the results were.

 
 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**  

Sysco Reaches Target Price

Sysco has reached a target price that has removed it from KDK Fund's purchase list. The fund will continue to hold onto shares and reinvest its dividends. Sysco joins Realty Income in the past week reaching target prices. The fund will look to purchase more shares of Sysco if the stock price falls below $39.00.

To keep dividends growing in the first month of each quarter, the fund will currently plan to continue purchasing shares of GE, and CTF as well as initiate new positions when possible.   


 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** 

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

Realty Income Reaches Milestone Price

Because Realty Income has reached a target price of $50.00, it is being removed from its "purchase candidates" list. This is the first stock in the portfolio to do this. KDK Fund will continue to hold onto its shares of Realty Income and will continue to reinvest dividends as it continues to see a well run business plan being executed by a solid management. The fund will look to add Realty Income to its "purchase candidates" list if the share price drops below $50.00.

 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**