Today the fund purchased shares of Mortgage REIT MFA. The shares were purchased for $7.43 per share. There is no timeframe on the shares but holding on forever would be nice. Some reasons for the purchase are below:
- financial sector exposure
- large dividend
- mortgage industry growth is improving
The fund also owns shares of Ford.
**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.
Thursday, August 13, 2015
Friday, August 7, 2015
New Purchase of Ford Shares
KDK Fund has just purchased shares of Ford. The cost of the trade was $14.82 per share not including commissions. The goal of the trade is to hold onto the shares as long as the business, and management are successful. The plan is for dividends that are not paid out to the fund's investors to be reinvested. At some point in the future, out of the money call options will probably be sold to generate another source of income. Optionshouse was used to execute the trade. Reasons for the trade are below.
- 4% dividend
- A Lower PE Ratio
- Priced around support
- Good Management
- Growth in the Industry
- Leader in the Industry
**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.
- 4% dividend
- A Lower PE Ratio
- Priced around support
- Good Management
- Growth in the Industry
- Leader in the Industry
**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.
Tuesday, June 23, 2015
Holy Wealth Builder Netflix Batman!!!!
Story by Michael Keane
Well, well, well.
Netflix has taken Apple's lead and with one move, just created the possibility of shareholders to become immensely wealthier in the future.
The company announced today that they are splitting their stock 7 to 1 (Bloomberg story link here). That means that every shareholder will now have seven shares for every share they originally purchased. This is amazing news!
It is amazing news. This has opened up the options market to thousands of investors. For every investor that owns just 15 shares today, you will now own 105 shares. This will allow each of these investors the opportunity to sell call options on Netflix. That can be an extra stream of revenue that can go on forever. This is one of the ways that wealth can be built. With Netflix being a volatile stock, the options pricing should be fairly high.
**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.
Well, well, well.
Netflix has taken Apple's lead and with one move, just created the possibility of shareholders to become immensely wealthier in the future.
The company announced today that they are splitting their stock 7 to 1 (Bloomberg story link here). That means that every shareholder will now have seven shares for every share they originally purchased. This is amazing news!
It is amazing news. This has opened up the options market to thousands of investors. For every investor that owns just 15 shares today, you will now own 105 shares. This will allow each of these investors the opportunity to sell call options on Netflix. That can be an extra stream of revenue that can go on forever. This is one of the ways that wealth can be built. With Netflix being a volatile stock, the options pricing should be fairly high.
**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.
Tuesday, May 26, 2015
Week 5/22 In Review (BAB purchase, more)
The fund purchased more shares of Powershares Build America Bond Fund. There were no sales this week.
There were no dividends received during the week.
Some metrics of current holdings are below.
**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.
There were no dividends received during the week.
Some metrics of current holdings are below.
| Company | Current Price | Purchase Dates (not including dividend reinvestment purchases) | Cost Basis (includes dividend purchases) | Percentage of Dividends Received From Reinvested Dividends | Current Profit/Loss | Date Sold | Ending Profit/Loss |
| Realty Income | $46.96 | 1/14/2014, 7/29/2014 | $41.53 | 3.83% | 13.07% | Current Holding | |
| Ford | $15.27 | 2/11/2014, 1/13/2015 | $15.17 | 1.08% | 0.66% | Current Holding | |
| AT&T | $34.71 | 3/28/2014, 9/12/2014, 2/23/2015 | $34.57 | 2.48% | 0.40% | Current Holding | |
| Sysco | $37.67 | 5/7/2014 | $36.41 | 1.64% | 3.46% | Current Holding | |
| Powershares BAB | $28.93 | 6/23/2014, 5/20/2015 | $28.99 | 5.26% | -0.21% | Current Holding | |
| Nuveen Comm | $16.78 | 10/22/2014, 5/7/2015 | $15.51 | 3.60% | 8.19% | Current Holding | |
| GE | $27.68 | 12/3/2014 | $26.04 | 0.54% | 6.30% | Current Holding | |
| PMT | $18.26 | 3/27/2015 | $21.41 | -14.71% | Current Holding | ||
| Average | 3.68% |
**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.
Friday, May 22, 2015
More shares in Powershares BAB Fund bought
More shares in Powershares Build America Bond Fund were purchased. This doubles the position for KDK Fund. The monthly dividend will now increase at a faster pace as dividend reinvestment for BAB is still in place.
The next purchase will happen in the next 4-6 weeks. Candidates include Ford and others.
**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.
The next purchase will happen in the next 4-6 weeks. Candidates include Ford and others.
**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, May 18, 2015
Week 5/15 In Review (Dividends Received, more)
There were no purchases or sales this week.
There was a dividend received by Realty Income.
Some metrics of the current holdings are below.
**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.
There was a dividend received by Realty Income.
Some metrics of the current holdings are below.
| Company | Current Price | Purchase Dates (not including dividend reinvestment purchases) | Cost Basis (includes dividend purchases) | Percentage of Dividends Received From Reinvested Dividends | Current Profit/Loss | Date Sold | Ending Profit/Loss |
| Realty Income | $47.90 | 1/14/2014, 7/29/2014 | $41.53 | 3.83% | 15.34% | Current Holding | |
| Ford | $15.48 | 2/11/2014, 1/13/2015 | $15.17 | 1.08% | 2.04% | Current Holding | |
| AT&T | $34.33 | 3/28/2014, 9/12/2014, 2/23/2015 | $34.57 | 2.48% | -0.69% | Current Holding | |
| Sysco | $37.27 | 5/7/2014 | $36.41 | 1.64% | 2.36% | Current Holding | |
| Powershares BAB | $29.19 | 6/23/2014 | $29.21 | 5.26% | -0.07% | Current Holding | |
| Nuveen Comm | $16.28 | 10/22/2014, 5/7/2015 | $15.51 | 3.60% | 4.96% | Current Holding | |
| GE | $27.27 | 12/3/2014 | $26.04 | 0.54% | 4.72% | Current Holding | |
| PMT | $18.17 | 3/27/2015 | $21.41 | -15.13% | Current Holding | ||
| Average | 3.37% |
**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.
Friday, May 15, 2015
Dividend Received by Realty Income
The fund received a dividend payment from Realty Income. The dividend has been reinvested for free. The dividend was 1.2% higher than last month due to dividend reinvestment. 5% of the total shares held in Realty Income are shares purchased through dividend reinvestment.
Dividend Reinvestment continues to be an integral part of the wealth building plan. Dividend payments are consistently becoming larger and larger due to dividend reinvestment.
**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.
Dividend Reinvestment continues to be an integral part of the wealth building plan. Dividend payments are consistently becoming larger and larger due to dividend reinvestment.
**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.
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