Value Investment Fund – March 31, 2023
Value Investment Fund – March 31, 2023 Value Investment Fund – Status on March 31, 2023 . […]
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Value Investment Fund – February 28, 2023
The Value Investment Fund continues to perform better than the market as a whole.
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Value Investment Fund – January 31, 2023
The Value Investment Fund continues to perform well. During January of 2023, the Fund improved its financial position over December’s ending balance 8.1%.
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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 declined in value by 3.5% from its October 31, 2022, balance. The Fund is still 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 two separate PUT options contracts for Essex Property Trust sold back in late May and mid June of 2022. The combined total of both contracts was 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 by 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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