Essex Property Trust, Inc. – Sold PUTs
The Value Investment Fund sold 80 PUTs on Essex Property Trust, Inc. at $11.30 netting $10.30 each after transaction fees. These PUTs have a strike price of $260 each and expire on October 21, 2022.
Essex Property Trust – Value Investment Fund Buy
The market price for Essex Property Trust, Inc. dropped below the ‘Buy’ point of $278 triggering the ‘Buy’ at $278 per share.
The Walt Disney Company – Position Update
The Walt Disney Company is a DOW Jones Industrial Average member, which means it is one of the top 30 publicly traded companies. Buying this stock at a low price will reward the investor handsomely.
The Walt Disney Company – Sold PUTs
Today, May 9, 2022, the Value Investment Fund sold 200 PUTs of The Walt Disney Company. Market price at 11:06 AM was $107.34.
Bought The Walt Disney Company
Purchased 180 shares of The Walt Disney Company at $110 per share.
Sold PUTs on JPMorgan Chase & Co.
Yesterday, May 3rd, 2022, the Value Investment Fund sold 246.9135 PUTs on JPMorgan Chase & Co. with a strike price of $80 per share. These PUTs expire on June 16, 2023 (13 months).
Value Investment Fund – April 30, 2022 (Monthly Report)
Risk reduction is an incredible tool to protect one’s portfolio during market downturns. Over the first four months of 2022, the market as a whole has decreased more than 10% on average. Yet, this site’s Value Investment Fund improved slightly.
Bank of New York Mellon – Monitor Closely
Overall, Bank of New York Mellon is in good financial condition and even with the adjustment for a reduction in revenue tied to Russian transactions, the bank will regain market value once the entire market shifts towards a positive position in comparison to the various index values on 12/31/21.
Domino’s Pizza Inc. – Intrinsic Value
Domino’s Pizza is the third largest publicly traded fast-food chain in the world. With over 18,800 locations worldwide, the business model is three pronged with franchising as the primary profit center.
End of 1st Quarter 2022 Report – Value Investment Fund
During the first quarter of 2022, all major indices experienced dramatic retrenchment with the market value of their respective index. However, this site’s Value Investment Fund experienced continued growth.