Value Investment Fund – End of Year Report 12/31/2022
The Value Investment Fund earned $21,180 off a beginning Fund balance of $168,430; this is a return of 12.57%.
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Value Investment Fund – November 30, 2022
Value Investment Fund – November 30, 2022 Overall, the Value Investment Fund dropped in value 3.5% from the October 31, 2022 balance. The Fund still is way ahead in comparison to all the major indices as illustrated here: Value Investment Fund – Status on November 30, 2022 .
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Value Investment Fund – October 31, 2022 Report
The Value Investment Fund continues to grow. During October 2022, the Fund grew 2.5% over September’s ending balance.
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Compliance with PUT Options Contract for Essex Property Trust
Compliance with PUT Options Contract for Essex Property Trust This site’s Value Investment Fund had to comply with with two separate PUT options contract for Essex Property Trust sold back in late May and mid June of 2022. The combined total of both contracts were for 180 shares with strike prices as follows: 80 Shares
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Value Investment Fund – September 30, 2022
This site’s Value Investment Fund’s overall value has decreased dramatically during this past quarter. However, it is still well ahead of the overall market.
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Value Investment Fund – August 31, 2022
Value Investment Fund – August 31, 2022 Overall, the Value Investment Fund remained stagnant during August 2022. The Fund’s balance improved a mere .2%. Value Investment Fund – Status on August 31, 2022 .
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Union Pacific – Performance Evaluation of 2020
Union Pacific (UP), a Utah corporation is the largest of the six publicly traded Class I Railways operating in North America.
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Value Investment Fund – July 31, 2022
Overall, the Value Investment Fund had a good month during July 2022. The Fund’s balance improved 6%.
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Speculation with Investing
Speculation refers to ‘Guessing’. Speculating is more commonly inferred with gambling than with investing; but in reality, it exists in both to certain degrees.
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Bought Norfolk Southern Corporation
The Value Investment Fund purchased 100 shares of Norfolk Southern Corporation at $199 per share.
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