Another month has flown by thus triggering this FFJ Portfolio - November 2024 report; all monthly reports are accessible here. I deployed only ~$94,793 USD during the month and reinvested minimal dividend income. The value of the FFJ Portfolio, however, increased ~$ 35,427 CDN and ~$ 440,440 USD in one month. None of my existing [...]
We see from this FFJ Portfolio - October 2024 report that I am not aggressively deploying liquidity I have sitting on the sidelines. Purchases I made the following small purchases during the month: HEICO (Class A) (HEI-a) 100 shares @ ~$195.58 on October 28 in a 'Core' account. This brings my HEI-a exposure to 600 [...]
It seems like it was just the other day that I posted my FFJ Portfolio - August 2024 report. Now it is time for my FFJ Portfolio - September 2024 report. Purchases None. Sales None. Dividend Income Dividend metrics are of little relevance in my investment decision making process. Nevertheless, I track dividend income and [...]
This FFJ Portfolio - August 2024 report recaps my investment activity during the month. Purchases During the month of August I made the following purchases: HEICO (Class A) (HEI-a) 100 shares @ ~$189.47 on August 27 in a 'Core' account. My rationale for increasing my exposure is explained in this August 27 post. Brookfield Asset [...]
This FFJ Portfolio - July 2024 report recaps my investment activity during the month. As disclosed in my FFJ Portfolio - June 2024 post, I have made multiple changes to the FFJ Portfolio because of changes to the tax treatment of capital gains in Canada. One of these changes entailed the sale of all shares [...]
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 [...]
This FFJ Portfolio - May 2024 report recaps my investment activity during the month. In several recent posts that are accessible through the FFJ Archives, I have disclosed my decision to drastically reduce my exposure to Canadian companies. This will lead to a perfectly acceptable significant reduction in my Canadian dividend income starting in June. [...]
This FFJ Portfolio - April 2024 report recaps my investment activity during the month of April. A snapshot of the holdings within the portfolio at the end of each month from December 2018 to March 2024 is accessible here. In December 2018, the FFJ Portfolio totals were: Core Accounts: ~$350,809 CDN and ~$418,907 USD Side [...]
This FFJ Portfolio - March 2024 report recaps my investment activity during the month of March. A snapshot of the holdings within the portfolio at the end of each month from December 2018 to March 2024 is accessible here. In December 2018, the FFJ Portfolio totals were: Core Accounts: ~$350,809 CDN and ~$418,907 USD Side [...]