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.
Investment Fund (Lesson 15) Read More »
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.
Purchased Bank of New York Mellon Corporation Read More »
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.
Pools of Investments (Lesson 14) Read More »
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.
Purchased 2nd Tranche of Wells Fargo Bank Read More »
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.
Purchased 292.0560 Shares Wells Fargo Bank Read More »
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 »
Value Investment Fund Status Week 11 – Good Week
During the week ending January 8, 2021, the Value Investment Fund expanded 1.3%. Whereas the DOW reported a stronger uptick of 1.5%.
Value Investment Fund Status Week 11 – Good Week Read More »