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Sorry, the article you are seeking is restricted to Members Only. This site is dedicated to value investing and its Value Investing Club. Certain articles are specifically written to assist them with their financial models for certain companies/industries. This is one of those articles. If you wish to learn more, please click on any of the links below:

Introduction to Value Investing
Value Investing Club Membership
Principles of Value Investing

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.

Value investing is by far the absolute best method to use with your portfolio. The only method that can beat value investing is ‘Speculation’. And honestly, speculation is synonymous with gambling. Look at this site’s Value Investment Fund results in comparison to eight major indices.

Click to enlarge.

Value Investment Fund's Two 1/2 Year Running Average Annual Return After Quarterly Taxes (28%) = 23.78% Thru 03/31/2022

This site's Value Investment Fund has outperformed all major indices since inception two and half years ago. A 23.78% annual return after taxes (28% tax rate) is simply unheard of with any fund in the market. This Fund's average annual pre-tax return is 31.09%. Here is a list of the major indices and their average annual pre-tax return over the last two and half years:
Businessecon.org's Value Investment Fund 31.09%

- Dow Jones Industrial Average 10.83% S&P 500 18.53%
- S&P Composite 1500 18.37% Russel 2000 13.73%
- NASDAQ 100 30.13% NASDAQ 26.25%
- Invesco QQQ 30.31% Vanguard Growth 24.83%

This exceptional return on capital investment demonstrates unequivocally how the principles of value investing simply outperform all other forms of investing. Only sheer coincidence with one's picks, referred to as 'luck', can beat value investing.

This site's Value Investment Fund's Annual Returns (Pre-Tax Basis):
. 2020 - 34.41%
. 2021 - 41.08%
Year-to-Date Thru 04/30/2022 - .41% (see chart below, click to enlarge)
Notice how this site's Fund had a positive return while all major indices had dramatic losses? This is due to risk reduction which is one of the four core principles taught in Phase I of this program. If you want returns like this for your investment fund, then learn more, click here: Membership Program.

A FREE alternative is to only receive updates on this Fund's performance via regular e-mails. Members receive regular updates, action announcements, in-depth analysis, portfolio reviews, and the education program. Subscribe for free updates only via this form: