Uncategorized

Value Investment Fund – September 30, 2023

Value Investment Fund – September 30, 2023 Value Investment Fund – Status on September 30, 2023 . […]

Value Investment Fund – September 30, 2023 Read More »

After FIVE (5) YEARS, Value Investing Has Proven it is a Superior Program to Any Other Model of Investing. Here's the Proof:
Click to Enlarge

Click to Enlarge
How Much More Proof Do You Need?

Seriously, it is highly unlikely this pattern will deviate dramatically over the next two to three years. AND, this includes the Bear Market decline during 2022. The principles of Value Investing are superior to any other form of investing!

Annual Returns (Pre-Tax Basis)
. Value Investment Fund NASDAQ 100 S&P 500
2019 1/4 YR 15.71% 38.09% 27.56%
2020 - 34.41% 46.94% 16.26%
2021 - 41.08% 26.63% 26.89%
2022 - (11.35%) (32.97%) (19.44%)
2023 41.51% 53.81% 24.23%
2024 YTD 19.02% 19.22% 20.81%
Thru 09/30/24
Annual Avg. 21.88% 😆 20.92% 11.25%
5Years Thru 09/30/2024

*This includes all fees/interest charges and future costs to dispose (sell) the existing pool of investments. Neither the NASDAQ 100 nor S&P 500 have fees/costs.

Fund's Starting Balance - $100,000
Current Balance Net of Taxes - $222,301