Another month has flown by thus triggering this FFJ Portfolio - January 2025 report; all monthly reports are accessible here. Purchases I increased my exposure to 3 existing holdings in 'Core' accounts in the FFJ Portfolio. Lockheed Martin (LMT) 50 shares @ ~$457.75 on January 28. My LMT exposure within the FFJ Portfolio is 620 [...]
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 [...]
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 [...]