FFJ Portfolio – August 2022 Report

This FFJ Portfolio - August 2022 Report discloses my investment activity. Purchases Up until the last few days of August, the valuation of several holdings was less attractive than in May - July. I, therefore, limited my purchases to the addition of 50 Home Depot (HD) shares on August 2 @ ~$301.64. On August 16, [...]

FFJ Portfolio – July 2022 Report

This FFJ Portfolio - July 2022 Report discloses my investment activity. Purchases During the month, we had a window of opportunity to acquire reasonably valued shares. Altogether I deployed ~$52,500 USD and ~$943 CDN by adding to several positions. July 4 - In conjunction with my Goldman Sachs’ Earnings Are Becoming More Resilient and Diversified [...]

By |July 31st, 2022|FFJ Portfolio|Comments Off on FFJ Portfolio – July 2022 Report

Mid 2022 Investment Holdings Review

I last performed an Investment Holdings Review in this early January 2022 post. Subsequently, market conditions have radically changed. In addition, I have exited a few positions and have increased my exposure to several companies. My underlying reason for performing these periodic reviews is that I hold shares of many companies in a few different [...]

FFJ Portfolio – June 2022 Report

In my FFJ Portfolio – June 2022 Interim Report, I disclose exiting 4 positions whose risk I deemed unacceptable. This FFJ Portfolio - June 2022 Report discloses the companies to which I increased my exposure during June. Purchases I acquired additional shares in the following companies: Blackstone (BX) S&P Global (SPGI) Chevron (CVX) Exxon Mobil [...]

By |July 1st, 2022|FFJ Portfolio|Comments Off on FFJ Portfolio – June 2022 Report

FFJ Portfolio – June 2022 Interim Report

Following the recent release of my FFJ Portfolio - May 2022 Report, I have decided to exit 4 small positions to increase portfolio concentration and quality. The value of my exposure to each is insignificant. The first 3 companies are companies in which I received shares because of spinoffs. Embecta Corp. (EMBC) In early April [...]

By |June 7th, 2022|FFJ Portfolio|Comments Off on FFJ Portfolio – June 2022 Interim Report

FFJ Portfolio – May 2022 Report

This is my FFJ Portfolio - May 2022 Report. In late 2021, it was very difficult to identify reasonably valued or undervalued companies. In the first 2/3rds of May, however, it was like shooting for fish in a barrel. Then, toward the tail end of May, it looked like we might be witnessing a return [...]

By |June 1st, 2022|FFJ Portfolio|Comments Off on FFJ Portfolio – May 2022 Report

FFJ Portfolio – April 2022 Report

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 [...]

By |May 1st, 2022|FFJ Portfolio|Comments Off on FFJ Portfolio – April 2022 Report

FFJ Portfolio – February 2022 Report

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 [...]

By |March 16th, 2022|FFJ Portfolio|Comments Off on FFJ Portfolio – February 2022 Report

FFJ Portfolio – January 2022 Report

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 [...]

By |February 1st, 2022|FFJ Portfolio|Comments Off on FFJ Portfolio – January 2022 Report
Go to Top