Shortly after every month end, I publish a monthly recap that only includes holdings in the FFJ Portfolio. At mid-year and year-end, however, I look at my exposure across all accounts including retirement accounts to determine my exposure since I hold shares in the same companies in various accounts held at two discount brokers. This [...]
This FFJ Portfolio - December 2025 report is a high-level recap of my activity during the month. All monthly reports are accessible here. Recent Activity One of the discount brokers I employ has introduced Partial Shares Dividend Reinvestment Plans. Going forward, partial shares will be acquired for the holdings in my investment accounts at this [...]
I can't believe another month has flown by! This FFJ Portfolio - November 2025 report is a high-level recap of my activity during the month. All monthly reports are accessible here. My average cost for a few holdings is below the current share price. This is of no concern to me. On the contrary, I [...]
This FFJ Portfolio - October 2025 report is a high-level recap of my activity during the month. All monthly reports are accessible here. Recent Activity Purchases Automatic Data Processing (ADP) On October 29 I acquired 200 shares @ ~$269.78 in a 'Core' account in the FFJ Portfolio and disclose this purchase in my October 30 [...]
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 [...]
This FFJ Portfolio - August 2025 report is a high-level recap of my activity during the month. All monthly reports are accessible here. In recent posts I express my concern about what I perceive to be an environment in which many investors have little regard to the quality of the companies in which they invest. [...]
This FFJ Portfolio - July 2025 report is a high-level recap of my activity during the month. In an environment where much does not make sense, it is worthwhile to be prudent. In my FFJ Portfolio - June 2025 report, I note investor willingness to borrow for investment purposes (Debit Balances in Customers' Securities Margin [...]
On January 4 2025, I published my 2024 Year End Portfolio Review. I never disclose details of what I hold in retirement accounts. I do, however, include these holdings in determining my exposure to various companies. My prior semi-annual reviews have, therefore, been incorrectly labelled as FFJ Portfolio reviews. The monthly recaps, however, only include [...]
This FFJ Portfolio - June 2025 report is a high-level recap of my activity during the month. Looking at the Financial Industry Regulatory Authority, Inc. (FINRA) monthly margin statistics, we see a return in investors' willingness to borrow for investment purposes (Debit Balances in Customers' Securities Margin Accounts). Despite the return of irrational exuberance, I [...]
This FFJ Portfolio - May 2025 report is a high-level recap of my activity during the month. Several buying opportunities presented themselves in April. May, however, was a very different story with the return of irrational exuberance. Looking at the Financial Industry Regulatory Authority, Inc. (FINRA) monthly margin statistics, I suspect some investors experienced a [...]
