Saturday, June 27, 2020

Weekly (June 22-26) Metrics and Notes

Here are the metrics and notes for the week of June 22-26.

Metrics


Security/ ProjectType Date of PurchaseCost of InvestmentEOW ValueReturn %
Hive BlockchainStock 4/16/2020$0.320.23-28.13%
Social CapitalStock 5/1/2020$10.9812.2911.93%
Hannon ArmstrongStock 6/5/202030.7627.2-11.57%
Virgin GalacticStock 6/8$16.8215.55-7.55%
Voyager TherapeuticsStock 6/11$12.2512.764.16%


Notes

- Virgin Galactic had a big week. The company secured a training contract with NASA. This will provide secured cash flow and add legitimacy to the company and its mission. A link to the story can be found here. The company also ran a successful test flight. A link to the story can be here.

- Hive Blockchain continues to develop is mining operations with new equipment. A link to the story can be found here.


**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, kdkfund@gmail.com, or on twitter @kdkfund.

Tuesday, June 23, 2020

Dividends Now Part of Building Wealth

With our purchase of shares of Hannon Armstrong (link here), the fund has started the second stream of income for the fund. The plan is to reinvest portions of the dividends that have not been kept back for taxes, charity and investors. 

Just as a quick review, the three main pillars of the fund's ability to build wealth is stock appreciation, dividends, and selling call options. We are still not prepared to start the call selling portion just yet.


**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, kdkfund@gmail.com, or on twitter @kdkfund.

Monday, June 22, 2020

Weekly (June 15-19) Metrics and Notes

The following are the metrics and notes for the week of June 15-19.

Metrics


Security/ ProjectType Date of PurchaseCost of InvestmentEOW ValueReturn %
Hive BlockchainStock 4/16/2020$0.320.24-25.00%
Social CapitalStock 5/1/2020$10.9811.454.28%
Hannon ArmstrongStock 6/5/202030.7629.17-5.17%
Virgin GalacticStock 6/8$16.8215-10.82%
Voyager TherapeuticsStock 6/11$12.2513.348.90%


Notes

- The fund sold its stake in Microvision for $1.31. The 40% gain was a target. The fund's were then immediately used in another area. Profits are in the process of being distributed accordingly to taxes, charity, investors, and other areas of the business.

- The fund purchase more equity in Social Capital's Hedosphia II fund. The average price is now $10.98.



**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, kdkfund@gmail.com, or on twitter @kdkfund.

Tuesday, June 16, 2020

Metrics and Notes from June 8-12 (Voyager Therapeutics, Virgin Galactic, more)

The following are the metrics and notes for the week of June 8-12.

Metrics


Security/ ProjectType Date of PurchaseCost of InvestmentEOW ValueReturn %
Hive BlockchainStock 4/16/2020$0.220.2618.18%
Social CapitalStock 5/1/2020$10.2010.987.65%
Hannon ArmstrongStock 6/5/202030.7628.27-8.09%
MicrovisionStock 5/18$0.931.118.28%
Virgin GalacticStock 6/8$16.8214.99-10.88%
Voyager TherapeuticsStock 6/11$12.2512.13-0.98%

Notes

Virgin Galactic (story link here) and Voyager Therapeutics (story link here) are new additions to the fund.

Hannon Armstrong announced their quarterly dividend. The story link is here. 

Hive Blockchain has increased its hash rate and mining efficiency. The Yahoo! story link is here.

The fund now has investments mostly covering Climate Change, Blockchain, Cryptocurrency, DNA Therapeutic Research, Exploration, Lidar, and US based Tech. 


**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, kdkfund@gmail.com, or on twitter @kdkfund.

Voyager Therapeutics Equity Stake Started

Last week, shares of Voyager Therapeutics were purchased at the price of $12.25. Voyager uses gene therapy in fighting neurodegenerative diseases such as ALS, Huntington's, Alzheimers, and others. The company's website can be found here. 

We believe the company's management, products, and the market it is in fit nicely within the fund's investment parameters. The fund also to provide some capital to the gene therapy space. We believe this is a market that has a lot of upside.

  **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, kdkfund@gmail.com, or on twitter @kdkfund.

Tuesday, June 9, 2020

Virgin Galactic Equity Stake Started

The fund has purchased shares of Virgin Galactic. Shares were purchased for $16.95. The fund will likely be holding this stock well into the future while also understanding that this is a new company in a new industry.

This company is one that we believe will improve life, stretch the capacity of the human existence, and benefit financially for taking the risk to do so. The company's mission can be found on their website by clicking here.  The reason why the mission is not simply posted is that you need to experience the website. There is a lot to learn and be inspired. The management is solid with Chamath Palihapitiya as CEO. Finances are good. Orders are on the upswing. 




**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, kdkfund@gmail.com, or on twitter @kdkfund.


Sunday, June 7, 2020

June 1-5 Metrics and Notes (Fuel Cell Energy, Hannon Armstrong, Hive Blockchain, more)

Below are some metrics and notes for the fund during the past week.



Security/ ProjectType Date of PurchaseCost of InvestmentCurrent ValueReturn %
Hive BlockchainStock 4/16/2020$0.220.2931.82%
Social CapitalStock 5/1/2020$10.20117.84%
Hannon ArmstrongStock 6/5/202030.7630.18-1.89%
MicrovisionStock 5/18$0.931.029.68%


- The fund sold its position in Fuel Cell Energy. The stock has moved up into a resistance area and provided a profit over 30%. The post for the trade can be found here.

- The fund purchased and equity stake in Hannon Armstrong (symbol HASI). The company's focus on climate change and financial statistics has shown them to be a leader in the space. The post for the trade can be found here.

- The fund purchased more shares in Hive Blockchain (symbol HVBTF). The company continues to increase its mining capacity using clean energy. The post for this can be found here.



**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, kdkfund@gmail.com, or on twitter @kdkfund.