Monday, October 20, 2014

Week 10/17 In Review

There were no new purchases or sales. There was a dividend received from Realty Income this week that was reinvested for free (see post here). Two and one half percent of invested capital has been invested free of charge through dividend reivestment programs. There will be a new purchase in the next 1-2 weeks with commodity fund CTF, Ford, and Clean Energy ETF PBW as leading candidates. Some metrics of the current holdings are below:

SecurityCurrent PricePurchase Dates (not including dividend reinvestment purchases)Cost Basis (includes dividend purchasesDividends Received Per Share Since PurchaseCurrent Profit/LossDate Sold
Realty Income$43.551/14/2014, 7/29/2014$41.68$1.11004.49%Current Holding
Ford$14.022/11/2014$14.91$0.2500-5.97%Current Holding
AT&T$34.083/28/2014, 9/12/2014$34.95$0.4625-2.49%Current Holding
Sysco$36.505/7/2014$36.71$0.2900-0.57%Current Holding
Powershares BAB$30.016/23/2014$29.06$0.34503.27%Current Holding


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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