This is my FFJ Portfolio - April 2022 Report. When Warren Buffett worked for Graham-Newman, his mentor (Ben Graham) advised him that: 'In the short run, the market is a voting machine. In the long run, it is a weighing machine. People have been successful investors because they've stuck with successful companies. Sooner or later [...]
This is my FFJ Portfolio - March 2022 Report. My February 2022 Report was posted on March 16th upon my return from a ski trip to various resorts in British Columbia. Since my February report was posted in mid-March, I included a list of purchases I made in the first half of March while on [...]
This is my FFJ Portfolio - February 2022 Report. Previous monthly reports are accessible in the Archives and the month-end portfolio holdings are accessible here. On February 27th, I departed for a ski trip to various resorts in British Columbia. I did not return home until March 14th thus the reason for the delay in [...]
This is my FFJ Portfolio - January 2022 Report; previous monthly reports are accessible in the Archives. The actual monthly reports are accessible here. Purchases During January, the decline in the share price of many high-quality companies resulted in somewhat more attractive valuations than in recent months. I, therefore, took the opportunity to initiate positions [...]
In my recent FFJ Portfolio – December 2021 Report I mention that the weightings of our investment holdings have changed from the time of my April 2021 review. In this post, I compare our top 30 holdings (held within the FFJ Portfolio and in accounts for which I do not disclose details) relative to the [...]
This is my FFJ Portfolio - December 2021 Report; previous monthly reports are accessible in the Archives. The actual monthly reports are accessible here. In 2021, I transferred holdings between tax-advantaged and taxable accounts for tax planning purposes. One such transfer is addressed in my December 20, 2021 BMO’s Bank of the West Acquisition Bulks [...]
This is my FFJ Portfolio - November 2021 Report; previous monthly reports are accessible through the Archives. I readily admit that identifying attractively valued shares in high-quality companies has been a challenge for me throughout 2021. In addition, on multiple occasions, my analysis has led me to conclude a company's valuation is unreasonable and to [...]
This is my FFJ Portfolio - October 2021 Report. In October, I undertook an analysis of Financial Data & Stock Exchanges industry participants. My posts are accessible through the Archives. In addition, I wrote a guest post about Cisco (CSCO) at Dividend Power. FFJ Portfolio Holdings Monthly FFJ Portfolio holdings reports from December 2018 to [...]
This is my FFJ Portfolio - September 2021 Report. In addition to the posts published in September on this site, my Johnson & Johnson (JNJ) and S&P Global guest posts were published at Dividend Power; my Cisco post is scheduled to be posted at Dividend Power on October 5th. FFJ Portfolio Holdings Monthly FFJ Portfolio [...]
This is my FFJ Portfolio - August 2021 Report. In addition to writing posts on this site, my guest post about BCE was published at Dividend Power. FFJ Portfolio Holdings Monthly FFJ Portfolio holdings reports from December 2018 to August 2021 are found here. During the month of August I purchased: Blackstone (BX) - 500 [...]