Purchased 43.2994 Shares Essex Property Trust

Today, the Value Investment Fund purchased a second tranche of Essex Property Trust. After calculating the intrinsic value of Essex Property Trust at $256, the REITs Pool allocated $10,000 for a second purchase of Essex Property Trust once the price dipped below $230 per share. Today, 01/11/21 at 12:38 PM, the stock price dropped to $229.95. Using a $1 per share transaction fee, the fund purchased 43.2994 Shares of Essex Property Trust; thus the total cumulative owned and invested is:

Essex Property Trust (Tranche #1) 48.9644 Shares on 10/24/2020; total basis of $10,000
Essex Property Trust (Tranche #2) 43.2994 Shares on 01/11/2021; total basis of $10,000

Thus, the fund’s cumulative investment for Essex Property Trust equals $20,000 owning 92.2638 shares with an average cost basis of $216.77 per share. The first tranche was purchased at $204.23 including the $1 per share transaction fee. Act on Knowledge.

Past Performance is NOT Indicative of Future Returns.

Through September 30, 2024 (Click to Enlarge)

The performance information for the Value Investment Fund (the Club) has been presented as of a particular date. This site's facilitator is providing the standard WARNING about investing. The above chart's information will not reflect subsequent changes with factors that will impact the performance of the Value Investment Fund (review the market wide decline experienced in calendar year 2022). Accordingly, the performance metrics on this website should not be considered an indication of likely or possible future returns. With that said, this is also true of all other forms of investing and indices. The absolute best tool for any investor is RISK REDUCTION as explained in the FIRST principle of value investing.

Furthermore, investing is risky and as such, it is encouraged that visitors/members limit their respective capital outlays to amounts they can comfortably afford to lose or experience reductions in value.

Value Investing is a systematic process of buying low and selling high based on risk reduction, intrinsic value, financial analysis and patience. THIS IS NOT A GET RICH QUICK SCHEME; it requires thoughtful evaluation from participants.

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Value investing utilizes a buy low, sell high tenet of systematic processing of stock and other security investments. Value investing reaps substantially greater returns than all other major market measurement indices (DOW, S&P 500, Russell 2000, NASDAQ, etc.). The average annual pre-tax return is >20%. When you subscribe, you receive access to all existing articles, books, lessons, webinars and reports explaining how value investing works. In addition, each month, the subscriber receives additional articles, reports and buy/sell points for high quality stock purchases. Follow along as the fund updates regularly and discover how to invest like a pro and earn excellent returns on your investment. Subscription is for one year of access to the value investing pool of information.

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Value Investing Episode 1 – Introduction and Membership Program