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.
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 »
The Value Investment Fund continues to grow. During October 2022, the Fund grew 2.5% over September’s ending balance.
Value Investment Fund – October 31, 2022 Report Read More »
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 @
Compliance with PUT Options Contract for Essex Property Trust Read More »
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.
Value Investment Fund – September 30, 2022 Read More »
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 .
Value Investment Fund – August 31, 2022 Read More »
Union Pacific (UP), a Utah corporation is the largest of the six publicly traded Class I Railways operating in North America.
Union Pacific – Performance Evaluation of 2020 Read More »
Overall, the Value Investment Fund had a good month during July 2022. The Fund’s balance improved 6%.
Value Investment Fund – July 31, 2022 Read More »
The Value Investment Fund purchased 100 shares of Norfolk Southern Corporation at $199 per share.
Bought Norfolk Southern Corporation Read More »
The Value Investment Fund purchased 100 shares of Avalonbay Communities Inc. for $161 per share including transaction fees.
Bought 100 Shares of Avalonbay Communities Read More »
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.
Bought 400 Shares – Wells Fargo Read More »
