I last reviewed Intact Financial (IFC.to) in this July 30, 2025 post at which time the Q2 and YTD2025 results (as of June 30, 2025) were the most current. In that post, I disclose the purchase of 100 shares @ $292.36 in one 'Core' account and another 100 shares @ $292.85 in another 'Core' account [...]
In January 2025, on the advice of our tax accountants, we effected partial RRSP withdrawals as part of our RRSP meltdown strategy. I discuss the rationale for this strategy in prior posts. Based on the year-to-date performance of our investments, our tax accountants have instructed us to make further RRSP withdrawals. I like to acquire [...]
In several previous posts, including my April 3, 2025 Blackstone and Brookfield Exposure Increase post, I touch upon why it is wise to 'follow the money' if we want to create wealth. Invest In The Best In A Saturated Industry The asset management industry is saturated with many industry participants likely to: be absorbed by [...]
This FFJ Portfolio - September 2025 report is a high-level recap of my activity during the month. All monthly reports are accessible here. Recent Activity Although the broad market is experiencing irrational exuberance, some investment opportunities exist. We just need to: pay attention to the underlying fundamentals of the companies in which we invest; and [...]