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 [...]
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, [...]
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. [...]
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 [...]
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 [...]
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 [...]