Wednesday, August 27, 2014

Week (ending 8/22) In Review Realty Income, Ford, AT&T, Sysco, BAB, Dividends, more

This was a quiet week for KDK Fund. There were no purchases or sales for the week. There were no dividends received during the week. The fund currently holds an 7.6% percentage gain, beating the S&P gain by about 2% for the year. The next scheduled purchase is planned for the next 2-3 weeks. The likely candidates are more shares of either AT&T or Ford.  Some metrics of the fund's current holdings are below (notes below):

SecurityCurrent PricePurchase Dates (Dividend purchases not included)Cost Basis (Dividend purchases not included)Dividends Received Per Share Since PurchaseCurrent Profit/LossDate Sold
Realty Income$45.091/14/2014$41.65$0.730010.01%Current Holding
Ford$17.172/11/2014$14.90$0.125016.07%Current Holding
AT&T$34.503/28/2014$35.10$0.92500.93%Current Holding
Sysco$37.595/7/2014$36.74$0.29003.10%Current Holding
Powershares BAB$29.726/23/2014$29.08$0.11502.60%Current Holding

- The investment percentage change in Realty Income is to reflect the new share purchase last month
- The average has been changed to reflect the percentage amount each investment carries within the portfolio

To see some ideas and rules as to how the fund invests, click on the strategy link here. 

If you have any stocks that you think KDK Fund would be interested in researching, let us know at 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**  

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