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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 $8.80 per share. The strike price is $240 per share with an expiration date of October 21, 2022.
Bought Essex Property Trust Read More »
PUT options are an excellent tool to leverage the realized return for a value investment based portfolio of securities. In general, options are very risky financial derivatives and are not recommended for unsophisticated investors. In laymen terms, options are classed as mildly speculative instruments in the world of investing. The key to proper use is to eliminate the risk aspect by only utilizing PUTs in a very restrictive set of circumstances.
PUT Options – Leverage Tool for Value Investors Read More »
During May, the Value Investment Fund expanded the portfolio to include two new positions from among the existing 48 potential investments. The first included three separate tranche purchases of The Walt Disney Company and the second was an opportunity presented when Essex Property Trust, Inc. dropped below its intrinsic value. In addition, the Fund sold two separate option contracts in both positions. The Walt Disney Company position was exercised within a few days of that sale and the current option contract for Essex Property Trust, Inc. remains active. The sale of PUT options (three separate companies) generated $3,019 of realized income after associated transaction fees. Finally, Wells Fargo did issue a dividend worth $271 for the Fund. This dividend sits as a receivable on the books of record as Wells Fargo will pay the dividend during the first week of June.
Value Investment Fund – End of May 2022 Report Read More »
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, Inc. – Sold PUTs Read More »
The market price for Essex Property Trust, Inc. dropped below the ‘Buy’ point of $278 triggering the ‘Buy’ at $278 per share.
Essex Property Trust – Value Investment Fund Buy Read More »
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 – Position Update Read More »
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.
The Walt Disney Company – Sold PUTs Read More »
Purchased 180 shares of The Walt Disney Company at $110 per share.
Bought The Walt Disney Company Read More »
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).
Sold PUTs on JPMorgan Chase & Co. Read More »
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.
Value Investment Fund – April 30, 2022 (Monthly Report) Read More »
