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.
Today, 07/18/23, the Value Investment Fund purchased a fourth tranche of The Walt Disney Company. The market price at time of purchase was $85.58.
Purchased 100 Shares of The Walt Disney Company Read More »
The Value Investment Fund sold a PUT Option for 300 Shares of The Walt Disney Company with a strike price of $85.00 and an expiration date of June 21, 2024.
The Walt Disney Company – Sold PUT Options Read More »
Value Investment Fund End of 2nd Quarter 2023 Report
Value Investment Fund – June 30, 2023 Read More »
Value Investment Fund – May 31, 2023 Value Investment Fund – Status on May 31, 2023 .
Value Investment Fund – May 31, 2023 Read More »
Value Investment Fund – April 30, 2023 Value Investment Fund – Status on April 30, 2023 .
Value Investment Fund – April 30, 2023 Read More »
Value Investment Fund – March 31, 2023 Value Investment Fund – Status on March 31, 2023 .
Value Investment Fund – March 31, 2023 Read More »
The Value Investment Fund continues to perform better than the market as a whole.
Value Investment Fund – February 28, 2023 Read More »
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%.
Value Investment Fund – January 31, 2023 Read More »
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 – End of Year Report 12/31/2022 Read More »
Value Investment Fund – November 30, 2022 Overall, the Value Investment Fund declined in value by 3.5% from its October 31, 2022, balance. The Fund is still way ahead in comparison to all the major indices, as illustrated here: Value Investment Fund – Status on November 30, 2022 .
Value Investment Fund – November 30, 2022 Read More »
