It is that time again for a status report on the FFJ Portfolio. In September I borrowed $5000.00 from the Canadian portion of Investment Account #1 as we had some major expenses; our daughter’s tuition/books and various annual insurance premiums had to be paid. In order to reduce the balance owing I decided to suspend [...]
I have recently modified the site’s format. You can now access my FFJ Portfolio and the FFJ Portfolio Dividend Income reports from the menu at the top of this site. I have also modified the reporting format of the monthly dividend income report in an effort to make it easier to read. During the month [...]
Given the recent events for which I have provided a high level overview in my Financial Plans Should Account for Potential Major Mental Health Issues post, I have totally neglected this website. Now that matters have improved slightly I will endeavor to resume regular posts. In this regard, I provide an overview of the dividend [...]
Time for a quick update on what transpired with the FFJ Portfolio during the month of May. I have modified the report from the previously used format so as to provide more clarity about the holdings within the FFJ Portfolio with more clarity. FFJ Portfolio May 31 2017 [...]
Welcome to my April 2017 dividend income post. Within the FFJ Portfolio I generated dividends totalling CDN $1933.55 from BCE, SRU.UN and BNS and USD $445.78 (this is net of the 15% US withholding tax) from NKE, WMT, and CSCO. As at the end of April 2017 I have generated YTD dividend income of CDN [...]
Summary This post addresses YTD changes and changes expected to occur within the next 4 - 6 weeks in the FFJ Portfolio. We have been able to transfer shares to the FFJ Portfolio as a result of a recent review of our long-term cash flow requirements. I anticipate a significant inflow of funds within the [...]
The following is a report reflecting the monthly and YTD dividend income generated from investments held in the FFJ Portfolio. FFJ Portfolio YTD Dividend Income as at end of March 2017 I imagine March will be the last month in which we will receive a quarterly dividend from DH Corporation (TSX: DH). On [...]
The purpose of this short post is to provide an update of the dividend income generated in the FFJ Portfolio during the month of February 2017. The total dividend income received was pretty meager but fortunately the vast majority of our investments are not held in this portfolio. We generated CDN $152.15 from Smart REIT [...]
This January 2017 dividend income report is the first of what I hope will be many monthly dividend income status reports. At the beginning of 2017 I had set a FY2017 dividend income target of CDN$7,000 and US$11,000. January 2017 is a month in which where dividend income dips slightly. We do not own many [...]
The purpose of this post is to introduce the Financial Freedom is a Journey Portfolio ("FFJ"). This is an actual portfolio of equity investments in which all investment decisions are made with a long-term perspective in mind. I undertake to provide monthly status reports of all activity. The vast majority of any activity will consist [...]