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Intercontinental Exchange, Inc. – Ice Ice Baby

On August 6th, Intercontinental Exchange, Inc. (ICE) a leading operator of global exchanges and clearing houses and provider of mortgage technology, data and listing services, announced that it has entered into a definitive agreement to acquire Ellie Mae, the leading cloud-based platform provider for the mortgage finance industry. The transaction values Ellie Mae at ~$11B. [...]

By |August 21st, 2020|Equity Investing|Comments Off on Intercontinental Exchange, Inc. – Ice Ice Baby

Portfolio Holdings Review – August 2020

In this article I disclose our Top 30 holdings and compare same with our Top 30 holdings of February 2019. This includes holdings in accounts held within the FFJ Portfolio and accounts for which I do not disclose details. Interestingly, the 2 largest holdings have a current dividend yield of 1% or less, constitute ~14% [...]

By |August 16th, 2020|FFJ Portfolio|Comments Off on Portfolio Holdings Review – August 2020

FFJ Portfolio – August 2020 Interim Report

This is my FFJ Portfolio - August 2020 interim report. The portfolio was created in January 2017 for the purpose of demonstrating how investing in high quality companies with competitive advantages and with a record of consistently increasing dividends can assist investors in reaching their long-term financial goals without the need to speculate or to [...]

By |August 11th, 2020|FFJ Portfolio|Comments Off on FFJ Portfolio – August 2020 Interim Report

FFJ Portfolio – July 2020 Report

This is my July 2020 FFJ Portfolio report. The portfolio was created in January 2017 for the purpose of demonstrating how investing in high quality companies with competitive advantages and with a record of consistently increasing dividends can assist investors in reaching their long-term financial goals without the need to speculate or to chase dividend [...]

By |August 2nd, 2020|FFJ Portfolio|Comments Off on FFJ Portfolio – July 2020 Report
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