FFJ Portfolio – May 2024

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. [...]

FFJ Portfolio – April 2024

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 [...]

By |May 1st, 2024|FFJ Portfolio Holdings|Comments Off on FFJ Portfolio – April 2024

FFJ Portfolio – March 2024

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 [...]

By |March 29th, 2024|FFJ Portfolio Holdings|Comments Off on FFJ Portfolio – March 2024

FFJ Portfolio – February 2024

This FFJ Portfolio - February 2024 report recaps my investment activity during the month and in the first few days of March while I was on a ski trip. A snapshot of the holdings within the portfolio at the end of each month from December 2018 to February 29 is accessible here. In December 2018, [...]

By |March 21st, 2024|FFJ Portfolio Holdings|Comments Off on FFJ Portfolio – February 2024

FFJ Portfolio – January 2024

In this FFJ Portfolio - January 2024 report, I provide a recap of my recent investment activity during the month and a snapshot of the holdings within the FFJ Portfolio on January 31. Short term price gyrations are of little relevance to me; I am interested in how my investments perform over the very long term. [...]

By |January 31st, 2024|FFJ Portfolio Holdings|Comments Off on FFJ Portfolio – January 2024

FFJ Portfolio – December 2023

On December 30, I posted my 2023 Year End FFJ Portfolio Review. In this FFJ Portfolio - December 2023 report, I provide a recap of my recent investment activity during the month and a snapshot of the holdings within the FFJ Portfolio on the last trading day in December (December 29). Short term price gyrations are [...]

By |January 2nd, 2024|FFJ Portfolio Holdings|Comments Off on FFJ Portfolio – December 2023

2023 Year End FFJ Portfolio Review

My underlying reason for performing this portfolio review is to get a high level overview of all our investments. When I include retirement accounts for which I do not disclose details, I manage a total of 18; this is an increase from 17 when I completed my June 30 review. Each account has CDN and [...]

By |December 30th, 2023|FFJ Portfolio Holdings|Comments Off on 2023 Year End FFJ Portfolio Review

FFJ Portfolio – November 2023

This FFJ Portfolio - November 2023 report is an overview of my recent investment activity. What a difference in less than a month! The value of the holdings within the FFJ Portfolio increased ~$94,609 CDN and ~$363,753 USD from the end of October to the end of November. I, however, did not acquire additional shares [...]

By |November 30th, 2023|FFJ Portfolio Holdings|Comments Off on FFJ Portfolio – November 2023

FFJ Portfolio – October 2023

This FFJ Portfolio - October 2023 report is an overview of my recent investment activity. Fortunately, we have recently experienced a broad pullback which has resulted in an improvement in the valuation of many companies. Some investors may be disheartened by a drop in the value of their investment holdings. We must remember, however, that [...]

By |November 1st, 2023|FFJ Portfolio Holdings|Comments Off on FFJ Portfolio – October 2023

FFJ Portfolio – September 2023

This FFJ Portfolio - September 2023 report is an overview of my recent investment activity. Relative to September 2022, the value of the FFJ Portfolio has fallen by ~$1,050 CDN and increased by ~$1,379,063 USD. Purchases In September, I purchased the following: Lockheed Martin (LMT) In my September 7 post, I disclosed the purchase of [...]

By |September 30th, 2023|FFJ Portfolio Holdings|Comments Off on FFJ Portfolio – September 2023
Go to Top