Monday, December 15, 2014

Week 12/12 In Review

There were no purchases or sales this week. The next purchase is expected in the next 4-6 weeks. There were no dividends received this week. The next expected dividend to be received is on 12/15 from Realty Income. Some metrics of the current holdings are below.

CompanyCurrent PricePurchase Dates (not including dividend reinvestment purchases)Cost Basis (includes dividend purchasesDividends Received Per Share Since PurchaseCurrent Profit/LossDate Sold
Realty Income$46.561/14/2014, 7/29/2014$41.68$1.260011.71%Current Holding
Ford$14.992/11/2014$14.89$0.37500.67%Current Holding
AT&T$32.163/28/2014, 9/12/2014$34.87$0.9275-7.77%Current Holding
Sysco$39.335/7/2014$36.66$0.58007.28%Current Holding
Powershares BAB$30.566/23/2014$29.06$0.58005.16%Current Holding
Nuveen Comm$14.5710/22/2014$14.63$0.2710-0.41%Current Holding
GE$24.8912/3/2014$26.10$0.0000-4.64%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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