Investment Fund

This Site’s Value Investment Fund’s 2020 Return: 35.46%

Dow Jones Industrial Average Return for 2020: 6.02%
S&P 500 Return for 2020: 15.28%

S&P Composite 1500 Return for 2020: 15.01%
Russell 2000 Return for 2020: 18.5%

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                                                          HSBC

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. 

  • Railroad Fund – Update 02/26/2020 Coronavirus Impact

    Railroad Fund - Update 02/26/2020 Coronavirus Impact
    I noticed that Union Pacific (I consider Union Pacific the highest quality stock within the six Class I railways) is now at $165.00 even. A 17% drop is the requirement for me to buy; see my article: Union Pacific – Buy/Sell Model. The prior high was on 01/24/2020 at 9:55 AM at $188.90. A 17% ...
  • Railroad Fund – Update on 02/24/2020

    Railroad Fund - Update on 02/24/2020
    Volatility is necessary to create market fluctuations. Market fluctuations create price disparity for either intrinsic value (buy side of the buy low/sell high tenet of value investing) or price recovery, i.e. unsubstantiated high market prices for stock. The COVID scare is causing the stock market to suddenly drop across the board for all stocks. This ...
  • Railroad Fund – Status on 01/31/2020

    Railroad Fund - Status on 01/31/2020
    During the last 30 days, the fund held 13.52375 shares (original investment of $2,500) and sold them on 01/17/2020 at 9:40 AM when the price in the market hit the target under the value investment principle at $207.17.  The value investing principle (simply stated) required the share price to hit the prior peak price which ...
  • Railroad Fund – Status as of 12/31/19

    Railroad Fund - Status as of 12/31/19
    It’s the end of the quarter and time to report on the railroad fund. The fund started on 10/21/19 but I’m resetting the fund’s timing to the end of the quarter so that future quarterly reports tie to actual calendar quarters. The market value of the fund is $10,392.74 and I started out with $10,000 ...
  • Canadian Pacific Railroad – Sold Stock at $241.47

    Canadian Pacific Railroad - Sold Stock at $241.47
    Today is November 15, 2019 and Canadian Pacific Railroad recovered in accordance with my railroad fund investment model to $241.47 per share. The value investing model automatically sold at $241.47 and the price per share continued to climb to $241.86 when the market closed at 4 PM.  This sale generated a 9.31% return on the investment ...