This site manages its own Value Investment Fund with eight pools of potential investments. It is used to illustrate and demonstrate the practicality of value investing.
Sold Essex Property Trust, Bought Wendy’s Today, 06/05/26, the Facilitator of this site’s Value Investment Fund sold Essex Property Trust when the market price was $287.63 at 2:26 PM. The Fund netted $57,326 after fees of $200 ($1/Share). Altogether, the Fund held Essex for 297 days, earning $1,546 in dividends, and closed out with a […]
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Value Investment Fund – 05/31/26 Report Each month, the Value Investment Fund reports its results through the last day of that period. The following is a report on all activity during May 2026, along with the current financial status of the Value Investment Fund. During May 2026, the Value Investment Fund had two transactions. The
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Value Investment Fund – 04/30/26 Report Each month, the Value Investment Fund reports its results through the last day of that period. The following is a report on all activity during April 2026, along with the current financial status of the Value Investment Fund. During April 2026, the Value Investment Fund had four transactions. The
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Value Investment Fund – 03/31/26 Report Each month, the Value Investment Fund reports its results through the last day of that period. The following is a report on all activity during March 2026, along with the current financial status of the Value Investment Fund. During March 2026, the Value Investment Fund had five transactions. The
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Value Investment Fund – 02/28/26 Report Each month, the Value Investment Fund reports its results through the last day of that period. The following is a report on all activity during February 2026, along with the current financial status of the Value Investment Fund. During February 2026, the Value Investment Fund had two transactions. The
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Value Investment Fund – 01/31/26 Report Each month, the Value Investment Fund reports its results through the last day of that period. The following is a report of all activity during the January 2026 period, along with the current financial status of the Value Investment Fund. During January 2026, the Value Investment Fund had three
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Conagra Brands Inc. Purchased 1,000 Shares at $15.38 Today, the Value Investment Fund purchased 1,000 shares of Conagra Brands Inc. at $15.38 per share. There is a transaction fee of 25 cents per share; thus, the total per share investment is $15.63 for a total basis of $15,630. The current market price is at the
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Bought 1,000 Shares of UDR, Inc. Around 10:00 AM today, 03/20/26, the REITs pool of the value investment fund purchased 1,000 shares of UDR, Inc., United Dominion Realty Trust, at $36.00/each, including transaction fees of $1 per share. UDR’s prior peak was $59.68 back in December of 2021. Act on Knowledge.
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Wendy’s – Purchased Another 3,000 Shares On January 27, 2026, this site’s Value Investment Fund purchased a third tranche of 3,000 shares of Wendy’s. The market price hit $8 per share, automatically triggering a buy order. Total investment was $24,750. The Value Investment Fund now owns 9,000 shares over three tranches as follows: 08/04/25
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Sold PUT Options on Essex Property Trust Essex Property Trust is a real estate investment trust, commonly referred to as a REIT. This site’s Value Investment Fund regularly sells PUT options as the company’s market price fluctuation is predictable. Essex Property Trust’s market value rarely goes below $240 per share. This site’s Value Investment Fund
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