Consider BlackRock For Asset Management Exposure

I last reviewed BlackRock (BLK) in this October 15, 2023 post at which time I stated this is an asset manager in which to invest if you want exposure to the asset management industry. On January 12, 2024, BLK: released its Q4 and FY2023 results; and announced the proposed acquisition of Global Infrastructure Partners, a [...]

By |January 13th, 2024|Equity Investing|Comments Off on Consider BlackRock For Asset Management Exposure

HEICO Is Cash Flow Focused

On December 19, I published Create Wealth With A Long Term HEICO Investment on this site. Dividend Power subsequently requested I also cover HEICO in a guest post; it is accessible here. For the sake of full disclosure, HEI.a was my 25th largest holding when I completed my 2023 Year End FFJ Portfolio Review. In [...]

By |January 11th, 2024|Equity Investing|Comments Off on HEICO Is Cash Flow Focused

Minor Changes To Investment Holdings

In this brief post I disclose minor changes to investment holdings after publishing my 2023 Year End FFJ Portfolio Review. The changes were made as part of our Registered Retirement Savings Plan (RRSP) meltdown strategy. I do not disclose details surrounding our investment holdings in registered accounts, and therefore, make no mention of how many [...]

By |January 9th, 2024|Equity Investing|Comments Off on Minor Changes To Investment Holdings

FFJ Portfolio – December 2023

On December 30, I posted my 2023 Year End FFJ Portfolio Review. In this FFJ Portfolio - December 2023 report, I provide a recap of my recent investment activity during the month and a snapshot of the holdings within the FFJ Portfolio on the last trading day in December (December 29). Short term price gyrations are [...]

By |January 2nd, 2024|FFJ Portfolio Holdings|Comments Off on FFJ Portfolio – December 2023
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