Sunday, August 7, 2016

Week (8/5) In Review (At&T Dividend, Ford, Ares REIT, more

There were no new purchases or sales during the week. The next purchase is expected in the next 3-6 weeks.

A dividend from AT&T was received. Details are here. The next dividend is expected in the beginning of September from Ford.

Some metrics of the current holdings are below.


CompanyCurrent PricePurchase DatesCost BasisCurrent Profit/Loss
Ford$12.198/7/2015, 1/19/2016, 7/22/2016$13.66-10.76%
AT&T$43.169/28/2015, 2/26/2016$33.2129.96%
Acre$12.993/24/2016, 6/27/2016$11.4213.75%
Average


10.51%


**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 or on twitter @kdkfund.

Wednesday, August 3, 2016

PAY DAY!! AT&T Dividend Received

On Tuesday, the fund has received a dividend from AT&T. The amount was 1% higher than last quarter due to continuing dividend reinvestment. The total amount of dividends received from previously reinvested dividends is 2.6% of the total amount this quarter. 

A portion of the dividend will be reinvested. Another portion will be donated to charity. As always, each dividend payment post is a reminder to both reinvest for your future and enjoy a portion of your pay days!

This is a great way to produce and maintain wealth building streams.

**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 or on twitter @kdkfund.

Monday, August 1, 2016

Week (7/29) In Review Ford earnings, AT&T, Ares REIT, more

There were no new purchases or sales during the week. The next purchase will be in the next 3-5 weeks.

There were no dividends received during the week. The next dividend will be from AT&T in the following week.

Notes:

- Ford released unimpressive earnings. The Bloomberg story link is here.

Some metrics of the current holdings are below


CompanyCurrent PricePurchase DatesCost BasisCurrent Profit/Loss
Ford$12.708/7/2015, 1/19/2016, 7/22/2016$13.66-7.03%
AT&T$43.299/28/2015, 2/26/2016$33.6728.57%
Acre$12.703/24/2016, 6/27/2016$11.4211.21%
Average


11.02%


**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 or on twitter @kdkfund.

Monday, July 25, 2016

Week (7/22) In Review (Ford, dividends, more)

There was a purchase of more shares of Ford. The link to the story is here. The purchase was made ahead of schedule due to the contribution made to the account because of KDK Option's successful Call Option trade for Bank of America (link here). The next purchase is planned for the next 4-6 weeks. The current return is 14% (since Jan 2015)

There were no dividends received during the week. The next expected dividend by AT&T in the beginning of August.

Some metrics of the current holdings are below.


CompanyCurrent PricePurchase DatesCost BasisCurrent Profit/Loss
Ford$13.838/7/2015, 1/19/2016, 7/22/2016$13.661.24%
AT&T$43.109/28/2015, 2/26/2016$33.6728.01%
Acre$12.673/24/2016, 6/27/2016$11.4210.95%
Average


14.13%


**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 or on twitter @kdkfund.

Additional Shares of Ford Purchased

On Friday, the fund has purchased more shares of Ford. The price paid for the shares was $13.71. The new purchase will increase the quarterly dividend by Ford by over 50%. The purchase also brings the fund closer to starting the covered call selling program.

The fund expects to hold onto the shares for a long time.



**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 or on twitter @kdkfund.

Monday, July 18, 2016

Week (7/15) In Review Dividends, Ford, AT&T, Ares REIT, more

There were no new purchases or sales this week.  The next scheduled purchase will be in the next 1-2 weeks. There was a dividend received from Ares Commercial REIT (link here). The next scheduled dividend will be August 1st from AT&T. Some metrics of the current holdings are below.


CompanyCurrent PricePurchase DatesCost BasisCurrent Profit/Loss
Ford$13.578/7/2015, 1/19/2016$13.163.12%
AT&T$42.899/28/2015, 2/26/2016$33.6727.38%
Acre$12.463/24/2016, 6/27/2016$11.429.11%
Average


14.33%


**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 or on twitter @kdkfund.

Sunday, July 17, 2016

Pay Day! Dividend from Ares Com REIT

A dividend from Ares Commercial REIT was received.

As always, a portion of the dividend has been reinvested. 1.5% of the dividend was because of previously reinvested dividends. This compounding effect will continue to increase income going forward. In fact,3% of  next quarter's dividend will be from reinvested dividends in Ares.  This compounding effect will be the ultimate variable in building wealth.

Another portion of the dividend will be donated to charity.This is part of the mission of KDK Fund.



**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 or on twitter @kdkfund.