There is no disputing that Nike (NKE) has experienced its fair share of challenges in recent years. Soft demand for sportswear in key markets and an increasingly competitive industry has resulted in lacklustre top line growth. In FY2020 and FY2024, for example, NKE reported a decline in YoY sales growth. On the Q4 2024 earnings [...]
My underlying reason for performing this 2024 Mid Year FFJ Portfolio Review is to get a high level overview of all our investments. I manage a total of 19 accounts held at two discount brokers. Unless I perform these reviews, I can not easily determine what percentage of our total holdings is held in each [...]
This FFJ Portfolio - June 2024 report recaps my investment activity during the month. In my June 11 FFJ Portfolio Adjustments Before Capital Gains Tax Changes Arrive, I disclose multiple changes to the FFJ Portfolio. After these changes, drawing a direct comparison with prior periods is of little value. I, therefore, am no longer providing [...]