Value Investment Fund – Status on July 31, 2021
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.
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Investment Fund
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 Equity Residential for $83 per Share/Purchased at $52 per Share
On July 15, 2021 at 10:23 AM, the stock price hit $83 per share triggering the automatic sale of all 574.459 shares.
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Value Investment Fund – Status on June 30, 2021
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.
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Sold Essex Property Trust – 74.07% Annual Return
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.
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Value Investment Fund – Status on May 31, 2021
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.
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Value Investment Fund Status Week 29 – Just Gliding Along
The Value Investment Fund continues to just glide along with only a .2% increase over the prior week.
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Value Investment Fund Status Week 28 – Steady As She Goes
The course set by the Value Investment Fund is achieving its initial goal.
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Value Investment Fund – Status on April 30, 2021
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.
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Value Investment Fund Status Week 26 – Halfway Point Report
Halfway into the fiscal year and already, the Value Investment Fund has surpassed the desired annual return.
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Value Investment Fund Status Week 25 – Continued Growth
This past week, the Value Investment Fund grew 2.7% reaching a new all time high at $148,147 off a $100,000 investment 25 weeks ago.
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