Value Investment Fund – February 28, 2022 Results (Monthly Report)
This site’s Value Investment Fund continues to dominate major indices year to date 2022. This is due to the primary principle of risk reduction.
This site’s Value Investment Fund continues to dominate major indices year to date 2022. This is due to the primary principle of risk reduction.
In 2021, Union Pacific had sales of $21.8 Billion, the 2nd highest ever recorded. Union Pacific generated a pretax profit of $8.5 Billion, the highest in its entire history.
What would you pay for a stock that has multiple negative attributes? Starbucks intrinsic value is less than 40% of market value.
This site’s Value Investment Fund easily beat all major indices during the month of January 2022.
Chipotle Mexican Grill, Inc.’s current (01/24/22) market price is around $1,400 per share, trading as high as $1,930 late last summer (summer of 2021).
During 2021, the Value Investment Fund recorded an outstanding 41.08% return on its December 31, 2020 balance of $116,231. The Value Investment Fund ended 2021 with a balance of $168,430.
One year ago on January 12, 2021, the Value Investment Fund purchased its first tranche of Wells Fargo Bank. At that time, shares were purchased for $33.24.
Today, the Value Investment Fund sold an options contract (PUTS) for 116.9591 shares of Huntington Ingalls Industries at $5.90 per share netting $4.90 per share.
As stated in October’s report, the Value Investment Fund created the Military Contractors Pool of potential investments and researched several opportunities.
During October, the Value Investment Fund continued to hold Wells Fargo as its only investment. During the month, Wells Fargo improved $5,166 over September’s ending balance, a 10.48% improvement.