Value investing is defined as a systematic process of buying high quality stock at an undervalued market price quantified by intrinsic value and justified via financial analysis; then selling the stock in a timely manner upon market price recovery.
This Site’s Value Investment Fund’s 2020 Return: 35.46% Current Fiscal Year To Date (130 Days): 29.9%
Dow Jones Industrial Average Return for 2020: 6.02% Dow Jones Industrial Average Return Fiscal Year to Date: 9.1%
S&P 500 Return for 2020: 15.28% S&P 500 Return Fiscal Year to Date: 10.4%
S&P Composite 1500 Return for 2020: 15.01% S&P Composite 1500 Fiscal YTD: 11.9%
Russell 2000 Return for 2020: 18.5% Russell 2000 Return Fiscal YTD: 35.0%
The club’s Value Investment Fund consists of three pools of investments. Each pool is a set of companies in a similar industry. All potential investments belong to the top 2,000 companies traded in the market. The three pools and their corresponding members are:
Railways Real Estate Investment Trusts (Residential Rentals) Banks
- Union Pacific Essex Property Trust Comerica Bank
- CSX UDR (United Dominion Realty) Bank of America
- Canadian National Equity Residential Wells Fargo
- Canadian Pacific Avalonbay Communities JP Morgan Chase
- Kansas City Southern Mid-America Apartment Communities Fifth Third Bank
- Norfolk Southern Corporation American Homes 4Rent CI A Bank of New York
There are no less than 18 potential corporate investments. Each pool has its own dedicated set of resources, spreadsheets, formulas and supporting documentation in their respective section of the website. You must be a member of the club to gain access. It is encouraged for members to create their own pool and have that pool validated by the facilitator and in a forum of other members. Once completed, that pool may be posted to this site with your permission. If you desire to have your pool posted here, you will be considered the expert for that pool; any interactions with fellow club members related to that pool is controlled by you.
It is encouraged that all club members complete the initial two phases of the investment program prior to creating their own pool. All members receive suggested buy/sell points for the above three pools as they are generated by the facilitator.