Bought Essex Property Trust

On June 14, 2022, the Value Investment Fund purchased 77.7000 shares of Essex Property Trust at $256.40 per share. Adding the $1 per share transaction fee, a total of $20,000 was invested into this security.

In addition, the Fund sold a PUT option for 100 shares at $9.90 netting $8.90 per share. The strike price is $240 per share with an expiration date of October 21, 2022.

The underlying justification is as follows:

1) The intrinsic value for Essex Property Trust is greater than $280 per share;
2) This is a Real Estate Investment Trust (REIT) with significant tax advantages;
3) On June 30th, a $2.20 dividend per share will be issued;
4) REITs’ are solid operations.

Total netted from the sale of PUTs equals $890. With this sale, the Fund has two option contracts on Essex Property Trust, both expiring in October. One contract is for $260 per share and this contract at $240 per share. 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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