FFJ Portfolio - July 2021 Report

This is my FFJ Portfolio - July 2021 Report.

In addition to writing posts on this site, my guest post about The Bank of Montreal was published at Dividend Power.

FFJ Portfolio Holdings

Monthly FFJ Portfolio holdings from December 2018 to July 2021 are found here.

During the month I made the following purchases:

  • Visa (V) - 100 shares in a 'Core' account within the FFJ Portfolio plus additional shares in a retirement account
  • Mastercard (MA) - 128 shares in a 'Side' account within the FFJ Portfolio plus additional shares in a retirement account
  • The Toronto Dominion Bank (TD.to) - additional shares in a retirement account
  • The Royal Bank of Canada (RY.to) - 100 shares in a 'Core' account within the FFJ Portfolio
  • Lockheed Martin (LMT) - 100 shares in a 'Core' account within the FFJ Portfolio
  • Chevron (CVX) - 100 shares in a 'Core' account within the FFJ Portfolio
  • Exxon Mobil (XOM) - 200 shares in a 'Core' account within the FFJ Portfolio

Details about these purchases are found in articles within the FFJ Archives.

FFJ Portfolio - July 2021 Income

I track the dividend income generated from holdings within the accounts I keep confidential and those for which I disclose details (the FFJ Portfolio).

In my FFJ Portfolio - November 2020 Report I made the following 2021 FFJ Portfolio dividend income projections:

  • Core Accounts – CDN ~$17,600 and USD ~$23,500
  • Side Accounts – CDN ~$24,200 and USD ~$17,000

My YTD dividend income (excludes accounts I keep confidential) is:

  • Core Accounts – CDN ~$11,292 and USD ~$14,100
  • Side Accounts – CDN ~$13,371 and USD ~$8,805

The Toronto-Dominion Bank Q3 dividend distribution date is July 31st. Since this landed on a Saturday, I will not receive the dividend income until Tuesday, August 3; the dividend income reflected above excludes this dividend income.

FFJ Portfolio - July 2021 Report - Final Thoughts

A large majority of the companies I follow have reported strong results and guidance has been encouraging. Their valuations, for the most part, are beyond what I consider prudent if I expect to generate reasonable returns.

Stay safe. Stay focused.

I wish you much success on your journey to financial freedom.

Note: Please send any feedback, corrections, or questions to [email protected].

Disclaimer: I do not know your individual circumstances and do not provide individualized advice or recommendations. I encourage you to make investment decisions by conducting your own research and due diligence. Consult your financial advisor about your specific situation.

I wrote this article myself and it expresses my own opinions. I do not receive compensation for it and have no business relationship with any company mentioned in this article.