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.
Yes, during September the Value Investment Fund only held one position which was Wells Fargo. It only decreased in value a mere .6%.
Value Investment Fund – Status on September 30, 2021 Read More »
Although the Value Investment Fund continues to grow, opportunities wane. It has been smooth sailing so far mostly due to an economic downturn in 2020 driven by COVID.
Value Investment Fund – Status on August 31, 2021 Read More »
The Club’s Value Investment Fund keeps moving forward. During July 2021, the Fund’s balance improved $6,308, a 4% gain over the prior month.
Value Investment Fund – Status on July 31, 2021 Read More »
On July 15, 2021 at 10:23 AM, the stock price hit $83 per share triggering the automatic sale of all 574.459 shares.
Sold Equity Residential for $83 per Share/Purchased at $52 per Share Read More »
The Club’s Value Investment Fund glided along during June 2021. The Fund grew a meager .4% driven by the sale of Essex Property Trust on June 18, 2021.
Value Investment Fund – Status on June 30, 2021 Read More »
On June 18, 2021 at 2:56 PM, Essex Property Trust share price dropped to $304 per share triggering a stop-loss order purchased a month earlier.
Sold Essex Property Trust – 74.07% Annual Return Read More »
The Club’s Value Investment Fund continued to grow during May 2021. The Fund grew 3.35% driven by increases across the board for all investments.
Value Investment Fund – Status on May 31, 2021 Read More »
The Value Investment Fund continues to just glide along with only a .2% increase over the prior week.
Value Investment Fund Status Week 29 – Just Gliding Along Read More »
The course set by the Value Investment Fund is achieving its initial goal.
Value Investment Fund Status Week 28 – Steady As She Goes Read More »
The Club’s Value Investment Fund continued to grow during April 2021. The Fund grew 7.6% driven by increases across the board for all investments.
Value Investment Fund – Status on April 30, 2021 Read More »
