As a follow up to my How I Identify New Companies to Research post, in this post I address the position sizing conundrum investors face when trying to determine how to properly size a position within an investment portfolio. Dollar versus Percentage Perspective Determining how much weight each particular stock receives in a portfolio is [...]
Every great business is built around a strong moat. - Warren Buffett A company’s moat is an essential concept for investors and business professionals. It refers to a company’s ability to maintain competitive advantages to protect its long-term profits and market share from competing firms. Think of a company's moat as the answer to What [...]
On July 1 2024 I published my 2024 Mid Year FFJ Portfolio Review. With 2024 having drawn to a close, I now provide this 2024 Year End FFJ Portfolio Review using the December 31, 2024 closing stock prices. This Investment Holdings Review reflects the rankings on December 31, 2024, June 28, 2024, December 29, 2023, [...]
Another month has flown by thus triggering this FFJ Portfolio - December 2024 report; all monthly reports are accessible here. Purchases I increased my exposure to 4 existing holdings in 'Core' accounts in the FFJ Portfolio and initiated a position in Cintas (CTAS) in one of the 'Side' accounts. Nike (NKE) 200 shares @ ~$78.48 [...]