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.
Warner Bros. Discovery – More Shares Please On Friday, the 25th, the Value Investment Fund purchased an additional 3,000 shares of Warner Bros. Discovery. The market price at the time of purchase was $7.75 per share, and the transaction fee per share is 25 cents. Thus, the Fund invested $24,000 to own 3,000 more shares, […]
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Purchased Warner Bros. Just before 10 AM this morning, on the 7th of March, 2024, the Value Investment Fund purchased 300 shares of Warner Bros. Discovery, Inc. Series A stock from the Entertainment Pool of potential investments. Total investment is $2,622, including transaction fees of 25 cents per share. Purchase price was $8.49 per share.
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Sold Wells Fargo – 34.59% Annualized Return Wells Fargo crossed the $57 per share threshold this afternoon just after 2 PM ET. The last time Wells Fargo hit $57 per share was back in February 2022. The only issue holding Wells Fargo back from achieving more than $65 per share is the restriction imposed by
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Purchased Choice Hotels This morning, 03/05/24, the Value Investment Fund purchased 100 shares of Choice Hotels. The market price is $109.46 per share at opening. The Fund pays a $1 per share transaction fee into an accounting pool account that covers the costs of actual broker fees, website activity, professional fees, and maintenance fees
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Sold Norfolk Southern Railroad – 31.64% Annual Return Today, March 4, 2024, just after 2 PM, Norfolk Southern Railway’s stock surpassed $260 per share. The Value Investment Fund proceeded to sell the stock and net $259 per share after paying a $1 per share transaction fee. The fund is proceeding to sell several of its
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Value Investment Fund – September 30, 2023 Value Investment Fund – Status on September 30, 2023 .
Value Investment Fund – September 30, 2023 Read More »
Buy Norfolk Southern Corporation (Railroad) Today, September 28, 2023, this site’s Value Investment Fund purchased another 200 shares of Norfolk Southern Corporation (Railroad) utilizing its margin account to fund the transaction. The price per share at closing was $197.38. The Fund paid $197.52 per share. Total costs to purchase the 200 shares are as follows:
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Value Investment Fund – August 31, 2023 Value Investment Fund – Status on August 31, 2023 .
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This site’s Value Investment Fund improved 2.43% over the ending balance on June 30, 2023.
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The intrinsic value of The Walt Disney Company has continuously improved over the last 100 years. Disney has grown into an entertainment behemoth.
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