Value Investment Fund Status Week 21 – Disappointment
After five of the prior seven weeks with 3.5% or more of growth per week, this past week saw the Value Investment Fund with a disappointing reduction in value of 2.6%.
After five of the prior seven weeks with 3.5% or more of growth per week, this past week saw the Value Investment Fund with a disappointing reduction in value of 2.6%.
The Club’s Value Investment Fund had the best week, March 13, 2021, this fiscal year-to-date. The Value Investment Fund grew a whopping 6.5%, $8,867 over the prior week’s ending balance.
The Club’s Value Investment Fund increased another 4.2% during this past week. The initial goal was to achieve a 35% return for the entire fiscal year; this past week surpassed that goal.
The Club’s Value Investment Fund leaped forward during February 2021. The Fund grew 11.31% driven by increases across the board for all investments.
Dividends and earnings analysis is one of the core requirements of calculating intrinsic value via security analysis. There is a relationship between dividends and earnings; one is a function of the balance sheet.
Three good weeks in a row, the Club’s Value Investment Fund increased another 3.6% during this past week.
Union Pacific is a high quality stock. Over the last twenty years, this company has never failed to earn a profit.
Another good week, the REIT pool of investments improved another $4,094 driven by Equity Residential and UDR’s actual results from the 4th quarter of 2020.
What a great week! Essex Property Trust reported their 4th quarter results and as expected, the stock’s market priced jumped almost $20 higher per share.
Financial institutions, including banks, are highly regulated, extremely leveraged, and susceptible to interest rate fluctuations. Due to this unique exposure, calculating intrinsic value for bank stocks requires modification of the most popular valuation models.