FFJ Portfolio – September 2025

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 [...]

FFJ Portfolio – August 2025

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. [...]

By |August 29th, 2025|FFJ Portfolio Holdings|Comments Off on FFJ Portfolio – August 2025

FFJ Portfolio – July 2025

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 [...]

By |July 31st, 2025|FFJ Portfolio Holdings|Comments Off on FFJ Portfolio – July 2025

2025 Mid-Year Portfolio Review

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 [...]

By |July 5th, 2025|FFJ Portfolio Holdings|Comments Off on 2025 Mid-Year Portfolio Review

FFJ Portfolio – June 2025

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 [...]

By |July 4th, 2025|FFJ Portfolio Holdings|Comments Off on FFJ Portfolio – June 2025

FFJ Portfolio – May 2025

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 [...]

By |May 31st, 2025|FFJ Portfolio Holdings|Comments Off on FFJ Portfolio – May 2025

FFJ Portfolio – April 2025

This FFJ Portfolio - April 2025 report provides a high-level recap of the activity during the month in which I increased exposure to various holdings when the broad market was in turmoil. Despite a slight recovery from the broad market sell-off in early April, I anticipate that we will continue to witness market turmoil for, [...]

By |May 1st, 2025|FFJ Portfolio Holdings|Comments Off on FFJ Portfolio – April 2025

FFJ Portfolio – March 2025

Another month has flown by thus triggering this FFJ Portfolio - March 2025 report; all monthly reports are accessible here. At the end of every post, I include the 'I do not know your circumstances and am not providing individualized advice or recommendations' disclaimer. I want to ensure everyone reading my posts has no preconceived [...]

By |April 1st, 2025|FFJ Portfolio Holdings|Comments Off on FFJ Portfolio – March 2025

FFJ Portfolio – February 2025

Another month has flown by thus triggering this FFJ Portfolio - February 2025 report; all monthly reports are accessible here. Purchases  In February, I deployed $105,188 and made the following purchases in the FFJ Portfolio. Becton Dickinson (BDX) 100 shares @ ~$226.86 on February 6. My BDX exposure within a 'Core' account in the FFJ [...]

By |February 28th, 2025|FFJ Portfolio Holdings|Comments Off on FFJ Portfolio – February 2025

FFJ Portfolio – January 2025

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 [...]

By |February 3rd, 2025|FFJ Portfolio Holdings|Comments Off on FFJ Portfolio – January 2025
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