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 [...]
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 [...]
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 [...]
This FFJ Portfolio - August 2023 report is an overview of my recent investment activity. Relative to August 2022, the value of the FFJ Portfolio has fallen by ~$15,606 CDN and increased by ~$1,153,509 USD. The increase is attributed to my concerted effort to increase my exposure to high-quality US companies. Purchases In The FFJ [...]
This FFJ Portfolio - July 2023 report overviews my recent investment activity. Relative to July 2022, the value of the FFJ Portfolio has fallen by ~$ 27,609 CDN and increased by ~$785,022 USD. The increase is attributed to my concerted effort to increase my exposure to high-quality US companies. Purchases In The FFJ Portfolio In [...]
My underlying reason for performing this Mid 2023 Investment Holdings Review based on June 30, 2023 closing stock prices is that I hold shares in several investment accounts. Undertaking an Investment Holdings Review enables me to get a better picture of my exposure to each holding. I last completed such a review on January 31, [...]