Value Investment Fund Status Week 7 – Tough Week
During the week ending December 12, 2020, the Value Investment Fund retracted 4.26%. Whereas the DOW only reported a decrease of .6%.
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Investment Fund
Sold PUTS Norfolk Southern Railroad
With options, an owner of stock fears a sudden steep drop in price and thus they may purchase an option called ‘PUTs’ to force someone to buy the stock at a preset price. The key for the owner of a PUT is to set a floor price for their existing stock position. A seller of a PUT desires to own the stock at a certain price if it can get there.
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Value Investment Fund Buys 369.9593 Shares of Comerica Bank
The value investment fund’s banking pool includes Comerica Bank. Based on the investment’s buy/sell model, this morning prior to opening, an order for 369.9593 shares at $53.06 was entered.
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Value Investment Fund Status Week 6 – 3.2X Dow Jones Industrial Average
During the week ending December 5, 2020, the Value Investment Fund reports a 3.88% gain in one week. Whereas the DOW only reported a 1.2% gain.
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Value Investment Fund – Status on November 30, 2020
On October 31, 2020, the Value Investment Fund’s balance was $95,641.24. During the month of November, the DOW Jones Industrial Average increased 11.7% from 26,502 to 29,603.
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Value Investment Fund – Fund Status 11/21/2020
This is Week 4 of the 2nd year of the Value Investment Fund’s existence and it has already increased $16,123.95 of the $30,000 goal for the entire year.
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Value Investment Fund – Fund Status 11/14/2020
This is Week 3 of the 2nd year of the Value Investment Fund’s existence and it has already increased $15,764.75 of the $30,000 goal for the entire year.
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13.85% Return in 13 Days!
Value investing allows investors to earn outstanding returns with a much lower risk. This is another example of excellent returns on a high quality stock. The example value investment fund purchased Norfolk Southern 13 days ago while the share price was 10% discounted from a prior market peak price. The sell trigger was preset at 103% of the prior peak. The only action that needed to occur is market recovery which happened this morning. The buy/sell frequency was extremely quick for this transaction which accelerates the return on the investment.
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Value Investment Fund – Status 11/07/2020
The DOW Jones Industrial Average increased 6.115% during this past week and the Investment Fund increased 8.585% during the same time period.
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Value Investment Fund – Status at October 31, 2020
During year one of the Value Investment Fund’s existence, it out performed the DOW by 353%. After evaluating results and using a lessons learned process, adjustments were made and now the investment fund starts year two of the fund’s existence.
This post covers the core tenets and principles of value investing and why they are applicable related to understanding value investing and any results during interim periods.
Join the value investing club and learn about value investing and how you can easily acquire similar results with your investment fund. Upon joining, you’ll receive the book Value Investing with Business Ratios, a reference guide used with all the decision models you build. Each week, you receive an e-mail with a full update on the pools. Follow along as the Investment Fund grows. Start investing with confidence from what you learn. Create your own fund and over time, accumulate wealth. Joining entitles you to the following:
1) Lessons about value investing and the principles involved;
2) Free webinars from the author following up the lessons;
3) Charts, graphs and resources to use when you create your own pool;
4) Access to the existing pools and their respective data models along with buy/sell triggers;
5) Follow along with the investment fund and its weekly updates;
6) White papers addressing financial principles and proper interpretation methods; AND
7) Some simple good advice.
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