Value Investment Fund Status Week 28 – Steady As She Goes
The course set by the Value Investment Fund is achieving its initial goal.
Value investing is a systematic process of purchasing high quality, intrinsic backed stocks at depressed market prices. Using financial analytics, allow time for market price recovery and then proceed to reap gains from an investor’s patience.
The course set by the Value Investment Fund is achieving its initial goal.
The Club’s Value Investment Fund continued to grow during April 2021. The Fund grew 7.6% driven by increases across the board for all investments.
Halfway into the fiscal year and already, the Value Investment Fund has surpassed the desired annual return.
This past week, the Value Investment Fund grew 2.7% reaching a new all time high at $148,147 off a $100,000 investment 25 weeks ago.
This past week, the Value Investment Fund grew 2.1% matching many of the major indices in the market.
The Club’s Value Investment Fund grew dramatically during March 2021. The Fund grew 10.1% driven by increases across the board for all investments.
Anytime the value investment fund improves more than 1% during a calendar week, it is a fair return. This past week, the Value Investment Fund grew 2.2% far outpacing all the major indices in the market.
Within the railways pool of investments for the Club’s Value Investment Fund, Norfolk Southern Railroad is considered one of the better investments of the six existing railroads in the pool (soon to be five with the merger of Canadian Pacific and Kansas City Southern).
Monitoring performance is the best tool to ensure success with value investing. Comparing results against expectations provides the basis for good decisions.
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%.