Value Investment Fund – 03/31/26 Report Each month, the Value Investment Fund reports its results through the last day of that period. The following is a report on all activity during March 2026, along with the current financial status of the Value Investment Fund. During March 2026, the Value Investment Fund had five transactions. The
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Value Investment Fund – 02/28/26 Report Each month, the Value Investment Fund reports its results through the last day of that period. The following is a report on all activity during February 2026, along with the current financial status of the Value Investment Fund. During February 2026, the Value Investment Fund had two transactions. The
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Value Investment Fund – 01/31/26 Report Each month, the Value Investment Fund reports its results through the last day of that period. The following is a report of all activity during the January 2026 period, along with the current financial status of the Value Investment Fund. During January 2026, the Value Investment Fund had three
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Conagra Brands Inc. Purchased 1,000 Shares at $15.38 Today, 03/26/26, the Value Investment Fund purchased 1,000 shares of Conagra Brands Inc. at $15.38 per share. There is a transaction fee of 25 cents per share; thus, the total per-share investment is $15.63 for a total basis of $15,630. The current market price is at the
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Bought 1,000 Shares of UDR, Inc. Around 10:00 AM today, 03/20/26, the REITs pool of the value investment fund purchased 1,000 shares of UDR, Inc., United Dominion Realty Trust, at $36.00/each, including transaction fees of $1 per share. UDR’s prior peak was $59.68 back in December of 2021. Act on Knowledge.
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Wendy’s – Purchased Another 3,000 Shares On January 27, 2026, this site’s Value Investment Fund purchased a third tranche of 3,000 shares of Wendy’s. The market price hit $8 per share, automatically triggering a buy order. Total investment was $24,750. The Value Investment Fund now owns 9,000 shares over three tranches as follows: 08/04/25
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Sold PUT Options on Essex Property Trust Essex Property Trust is a real estate investment trust, commonly referred to as a REIT. This site’s Value Investment Fund regularly sells PUT options as the company’s market price fluctuation is predictable. Essex Property Trust’s market value rarely goes below $240 per share. This site’s Value Investment Fund
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Value Investment Fund – 12/31/25 Report Each month, the Value Investment Fund reports its results through the last day of that period. The following is a report of all activity during the December 2025 period, along with the current financial status of the Value Investment Fund. During December 2025, the Value Investment Fund had two
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Value Investment Fund – 11/30/25 Report Each month, the Value Investment Fund reports its results through the last day of that period. The following is a report of all activity during the November 2025 period, along with the current financial status of the Value Investment Fund. During November 2025, the Value Investment Fund had two
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Purchased More Target Corporation Stock The Value Investment Fund purchased a second tranche of Target Corporation. Today, the 10th of November, the price dropped below $90 per share for Target. The facilitator purchased another 200 shares of Target Corporation. The company authorized a $1.14 dividend on 11/12/25 (ex-dividend date). Total purchase outlay is $18,200 for
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