Sold 113.6363 PUTS on Union Pacific Railroad
In keeping with the value investment fund’s pattern, on Friday the 29th of January, 2021 the Fund sold 113.6363 PUTs on Union Pacific Railroad.
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Value Investing
Value investing, in its simplest terms, means buy low, sell high, the universal primary tenet of business. Value investing is defined as a systematic process of purchasing high-quality stocks at an undervalued market price, quantified by intrinsic value and justified through financial analysis, then selling the stock promptly upon market price recovery.
This site teaches the investor about the four core principles of value investing. There are various in-depth sections, including tutorials about intrinsic value and security analysis.
Furthermore, there is a membership-only section that utilizes a Value Investment Fund with eight pools of different industries and 60-plus potential investments that are monitored regularly. This Fund has a six-year history of 25% annualized returns.
Investment Fund (Lesson 15)
An investment fund is a collection of capital from one or more individuals and is used to purchase financial instruments of various companies or other funds.
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Purchased Bank of New York Mellon Corporation
The banking pool of the Value Investment Fund purchased 232.9373 shares of Bank of New York Mellon Corporation trading at $41.93 at close of business on Friday January 22, 2021.
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Value Investment Fund Status Week 13 – No Change From Prior Week
During the week ending January 22, 2021, the Value Investment Fund was stagnant; it decreased $54 off of $119,496.
Value Investment Fund Status Week 13 – No Change From Prior Week Read More »
Pools of Investments (Lesson 14)
Value investors utilize pools of similar companies in order to reduce risk, create accurate buy/sell models and manage their portfolio of investments.
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Value Investment Fund Status Week 12 – Principles are Working.
During the week ending January 15, 2021, the Value Investment Fund grew a whopping 1.3%.
Value Investment Fund Status Week 12 – Principles are Working. Read More »
Purchased 2nd Tranche of Wells Fargo Bank
The Value Investment Fund purchased a second tranche of Wells Fargo Bank shares today, January 14, 2021, at 12:45 PM.
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Sold Comerica Bank – Earned 18.38% in 35 Days!
Today, Comerica’s stock price hit the sell point in accordance with the buy/sell model for Comerica Bank.
Sold Comerica Bank – Earned 18.38% in 35 Days! Read More »
Purchased 292.0560 Shares Wells Fargo Bank
With a tangible book value of approximately $33 per share and a current market price of $33.24 per share, the Banking Pool diversified its portfolio and purchased 292.056 shares of Wells Fargo Bank this morning.
Including a transaction fee of $1 per share, the total investment is $10,000. The market recovery price is set to $53.00 per share and it is anticipated this will be achieved within 18 months.
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Purchased 43.2994 Shares Essex Property Trust
Today, the Value Investment Fund purchased a second tranche of Essex Property Trust. After calculating the intrinsic value of Essex Property Trust at $256, the REITs Pool allocated $10,000 for a second purchase of Essex once the price dipped below $230 per share.
Purchased 43.2994 Shares Essex Property Trust Read More »