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 [...]

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

Investment Holdings Review

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 [...]

By |January 7th, 2022|FFJ Portfolio|Comments Off on Investment Holdings Review

FFJ Portfolio – December 2021 Report

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 [...]

By |January 5th, 2022|FFJ Portfolio|Comments Off on FFJ Portfolio – December 2021 Report

FFJ Portfolio – November 2021 Report

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 [...]

By |December 1st, 2021|FFJ Portfolio|Comments Off on FFJ Portfolio – November 2021 Report

FFJ Portfolio – October 2021 Report

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 [...]

By |October 30th, 2021|FFJ Portfolio|Comments Off on FFJ Portfolio – October 2021 Report

FFJ Portfolio – August 2021 Report

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 [...]

By |September 1st, 2021|FFJ Portfolio|Comments Off on FFJ Portfolio – August 2021 Report
Go to Top