armember-membership domain was triggered too early. This is usually an indicator for some code in the plugin or theme running too early. Translations should be loaded at the init action or later. Please see Debugging in WordPress for more information. (This message was added in version 6.7.0.) in /home1/wanrru6iyyto/public_html/wp-includes/functions.php on line 6114ARMember domain was triggered too early. This is usually an indicator for some code in the plugin or theme running too early. Translations should be loaded at the init action or later. Please see Debugging in WordPress for more information. (This message was added in version 6.7.0.) in /home1/wanrru6iyyto/public_html/wp-includes/functions.php on line 6114From my Lessons Learned<\/span><\/strong><\/a> article posted a few days ago, I stated that I needed to have greater dispersion with my buy\/sell trigger points in my model. Last year I wrote that my buy\/sell triggers for Union Pacific<\/span><\/strong><\/a> were a 17% market price decrease from the prior peak and to sell at 100% of prior peak. This year, I reset those points to:<\/span><\/p>\n On 10\/16\/2020 around 2:40PM the market price peaked at $210.95 per share. This means my buy\/sell points are as follows:<\/span><\/p>\n At market opening this morning, the price dropped past the $172.98 to a low of $171.66 at 10:01 AM. However, my orders are prearranged and thus, I purchased 114.9557 shares of Union Pacific<\/span><\/strong> <\/a>at $173.98\/share including trading costs of $1 per share. Thus, I now have a $20,000 position with Union Pacific.<\/span><\/p>\n Altogether, the Value Investing Fund has two pools currently. The REIT pool has $60,000 invested over 3 stocks and the Railways pool has $40,000 invested between Norfolk Southern and Union Pacific. None of the other four railways are close to the preset buy\/sell trigger points.<\/span><\/p>\n As of this morning (11:30 AM), the Value Investing Fund has the following values:<\/span><\/p>\n REIT Pool\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0# of Shares\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 Cost Basis\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 FMV In addition the fund has $330.40 in the cash account for the PUTs<\/span><\/strong><\/a> sold on Union Pacific for $170 per share.\u00a0<\/span><\/p>\n Altogether, this appears not so good; in effect the fund is down $6,000. Its OK though; again, I remind readers that with value investing, the key is to maintain patience. The underlying business ratios tell me that the respective prices will recover to their prior peaks within a reasonable period of time. Now it is just a matter of waiting. Act on Knowledge.<\/strong><\/span><\/p>\n\n
\n
\n<\/strong> – Equity Residential\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 574.459\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 $30,000\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0$26,654.90<\/span>
\n\u00a0 \u00a0 – Essex Property Trust\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a048.9644\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a010,000\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a09,695.93<\/span>
\n\u00a0 \u00a0 – UDR\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 606.9803\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a020,000<\/span>\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a018,355.08<\/span>\u00a0 \u00a0 \u00a0\u00a0<\/span>
\n\u00a0 \u00a0 \u00a0 \u00a0Sub-Totals\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0$60,000\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0$54,705.91<\/span>
\nRailways Pool
\n<\/strong>\u00a0 \u00a0 \u00a0–\u00a0 Norfolk Southern\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 98.2849\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a020,000\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 19,849.62<\/span>
\n\u00a0 \u00a0 \u00a0– Union Pacific\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0114.9557\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a020,000<\/span>\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 19,880.44<\/span><\/span>
\n\u00a0 \u00a0 \u00a0 \u00a0 Sub-Totals\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 $40,000<\/span>\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0$39,730.06<\/span><\/span>
\n\u00a0 \u00a0 \u00a0 \u00a0 Totals\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0$100,000\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0$94,435.97<\/strong><\/span><\/p>\n