Value Investing – Key Performance Indicators (Lesson 11)
There are several different key performance indicators related to stock. Most of them are financial in nature and often summed up via business ratios.
Value Investment Fund Status Week 9 – No Change
During the week ending December 25, 2020, the Value Investment Fund expanded 1.6%. Whereas the DOW reported a slight uptick of .04%.
Value Investment Fund Status Week 8 – Patience
Patience is essential with value investing. It is difficult because it just can’t get here soon enough. However, the models will prevail and the returns on the investment will be lucrative.
Value Investing – Financial Statements (Lesson 10)
To comprehend financial information, a member must understand their general purpose and how they are prepared. The first section of this lesson introduces financial statements,
Value Investment Fund Status Week 7 – Tough Week
During the week ending December 12, 2020, the Value Investment Fund retracted 4.26%. Whereas the DOW only reported a decrease of .6%.
Sold PUTS Norfolk Southern Railroad
With options, an owner of stock fears a sudden steep drop in price and thus they may purchase an option called ‘PUTs’ to force someone to buy the stock at a preset price. The key for the owner of a PUT is to set a floor price for their existing stock position. A seller of a PUT desires to own the stock at a certain price if it can get there.
Value Investing – Principle #4: Patience (Lesson 9)
This lesson isn’t about emphasizing patience, it is about understanding how patience actually creates financial wealth in the market.
Value Investment Fund Buys 369.9593 Shares of Comerica Bank
The value investment fund’s banking pool includes Comerica Bank. Based on the investment’s buy/sell model, this morning prior to opening, an order for 369.9593 shares at $53.06 was entered.
Value Investing – Principle #3: Financial Analysis (Lesson 8)
Financial analysis is the basis to set up a predictable and reasonable market price for the respective stock. This becomes the sell price point for a security.
Value Investment Fund Status Week 6 – 3.2X Dow Jones Industrial Average
During the week ending December 5, 2020, the Value Investment Fund reports a 3.88% gain in one week. Whereas the DOW only reported a 1.2% gain.