Value Investment Fund – October 31, 2022 Report
The Value Investment Fund continues to grow. During October 2022, the Fund grew 2.5% over September’s ending balance.
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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.
Compliance with PUT Options Contract for Essex Property Trust
Compliance with PUT Options Contract for Essex Property Trust This site’s Value Investment Fund had to comply with two separate PUT options contracts for Essex Property Trust sold back in late May and mid June of 2022. The combined total of both contracts was for 180 shares with strike prices as follows: 80 Shares @
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Value Investment Fund – September 30, 2022
This site’s Value Investment Fund’s overall value has decreased dramatically during this past quarter. However, it is still well ahead of the overall market.
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Value Investment Fund – August 31, 2022
Value Investment Fund – August 31, 2022 Overall, the Value Investment Fund remained stagnant during August 2022. The Fund’s balance improved by a mere .2%. Value Investment Fund – Status on August 31, 2022 .
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Union Pacific – Performance Evaluation of 2020
Union Pacific (UP), a Utah corporation is the largest of the six publicly traded Class I Railways operating in North America.
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Value Investment Fund – July 31, 2022
Overall, the Value Investment Fund had a good month during July 2022. The Fund’s balance improved 6%.
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Bought Norfolk Southern Corporation
The Value Investment Fund purchased 100 shares of Norfolk Southern Corporation at $199 per share.
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Bought 100 Shares of Avalonbay Communities
The Value Investment Fund purchased 100 shares of Avalonbay Communities Inc. for $161 per share including transaction fees.
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Bought 400 Shares – Wells Fargo
The Value Investment Fund paid $39.51 per share including transaction fees of $1 per share for Wells Fargo. Total investment was $15,804. The Fund now holds 500 shares of Wells Fargo.
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Sold PUT Contract for Essex Property Trust
The Value Investment Fund sold a PUT contract on Essex Property Trust for 100 shares.
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