Value Investment Fund – June 30, 2023
Value Investment Fund End of 2nd Quarter 2023 Report
Value Investment Fund End of 2nd Quarter 2023 Report
Value Investment Fund – May 31, 2023 Value Investment Fund – Status on May 31, 2023 . …
Value Investment Fund – April 30, 2023 Value Investment Fund – Status on April 30, 2023 . …
Value Investment Fund – March 31, 2023 Value Investment Fund – Status on March 31, 2023 . …
The Value Investment Fund continues to perform better than the market as a whole.
The Value Investment Fund continues to perform well. During January of 2023, the Fund improved its financial position over December’s ending balance 8.1%.
The Value Investment Fund earned $21,180 off a beginning Fund balance of $168,430; this is a return of 12.57%.
Value Investment Fund – November 30, 2022 Overall, the Value Investment Fund dropped in value 3.5% from the October 31, 2022 balance. The Fund still is way ahead in comparison to all the major indices as illustrated here: Value Investment Fund – Status on November 30, 2022 . …
The Value Investment Fund continues to grow. During October 2022, the Fund grew 2.5% over September’s ending balance.
Compliance with PUT Options Contract for Essex Property Trust This site’s Value Investment Fund had to comply with with two separate PUT options contract for Essex Property Trust sold back in late May and mid June of 2022. The combined total of both contracts were for 180 shares with strike prices as follows: 80 Shares …
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