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%
There are three phases to the value investing program. The first phase consist of lessons 1 through 18 and introduce the concepts and principles of value investing. All eighteen lessons are open to the public. However, in some of these lessons, links exist to resources related to the respective pools of similar companies and access to that information/data requires membership status.
The second phase consists of 34 additional lessons, Lessons 19 – 52. This phase of the program requires membership status. These lessons go into deep detail about the respective individual steps to create a pool of similar investments and design the respective buy/sell model used with value investing. Issues covered in great detail include caluculating intrinsic value, evaluating financial status and potential returns and finally construction of a buy/sell model for the pool and its individual members. Included in this phase are spreadsheets, formulas, graphs and resources for the value investor.
The third phase is referred to as the sophistication phase. Here, the author explores additional tools a value investor uses to improve their overall return on investment and reduce risk. Topics covered include how to create counter positions that guarantee profitability; how to read the notes sections of annual reports to gain an advantage over institutional investors; when to dispose of underperforming investments and finally, learn how to utilize the formulas of value investing to leverage your return without any additional risk.