FFJ Portfolio – April 2023 Report

This brief FFJ Portfolio - April 2023 Report is an overview of recent activity. Purchases Danaher I last reviewed Danaher (DHR) in this January 6 post at which time I disclosed the purchase of an additional 50 shares @ ~$246.18 in the FFJ Portfolio thus bringing my total exposure to 335 shares. On April 25, [...]

By |April 30th, 2023|FFJ Portfolio|Comments Off on FFJ Portfolio – April 2023 Report

FFJ Portfolio – March 2023 Report

This brief FFJ Portfolio - March 2023 Report is an overview of recent activity. New Positions I have been investing in equities since the late 1980s. In the span of ~3.5 decades, I have made my share of errors of omission and commission. One such error of omission is my failure to invest in BlackRock [...]

By |April 1st, 2023|FFJ Portfolio|Comments Off on FFJ Portfolio – March 2023 Report

FFJ Portfolio – February 2023 Report

This brief FFJ Portfolio - February 2023 Report is an overview of recent activity. I remain cautious about the broad market conditions and made no purchases during the month. Exited Positions After reviewing Stryker Corporation (SYK) I disclosed my decision to exit this position in this February 8, 2023 post; I have not redeployed the [...]

By |March 1st, 2023|FFJ Portfolio|Comments Off on FFJ Portfolio – February 2023 Report

January 2023 Investment Holdings Review

Subsequent to publishing my Investment Holdings Review in this July 2, 2022 post, market conditions have radically changed. In addition, I have exited a few positions and have increased my exposure to several companies. Furthermore, the strengthening of the US dollar relative to the Canadian dollar has impacted the rankings. My underlying reason for performing [...]

By |February 1st, 2023|FFJ Portfolio|Comments Off on January 2023 Investment Holdings Review

FFJ Portfolio – January 2023 Report

This brief FFJ Portfolio - January 2023 Report is an overview of recent activity. Most of the companies I follow are apprehensive about the business outlook in the first half of 2023. However, their recent share price behaviour does not reflect management sentiment. There appears to be a disconnect and I think we witnessed a [...]

By |February 1st, 2023|FFJ Portfolio|Comments Off on FFJ Portfolio – January 2023 Report

FFJ Portfolio – December 2022 Report

This FFJ Portfolio - December 2022 Report provides an overview of what transpired during the month. The broad market pullback in late September/early October allowed investors to acquire shares in great companies at reasonable valuations. November was somewhat disheartening as valuations started to creep higher. By mid-December, however, market sentiment had changed. Therefore, I took [...]

By |January 3rd, 2023|FFJ Portfolio|Comments Off on FFJ Portfolio – December 2022 Report

FFJ Portfolio – November 2022 Report

This brief FFJ Portfolio - November 2022 Report recaps what occurred with this investment portfolio during the month. Looking for attractively valued companies was like shooting fish in a barrel in late September/early October. Unfortunately, the tide turned after this timeframe thereby making it more difficult to identify attractive investment opportunities. New Positions I have [...]

By |November 30th, 2022|FFJ Portfolio|Comments Off on FFJ Portfolio – November 2022 Report

FFJ Portfolio – October 2022 Report

This brief FFJ Portfolio - October 2022 Report recaps what occurred with our investments in October. Dividend Income I made no outright purchases in October but received dividend income from the following companies. Automatic Data Processing (ADP) Broadridge Financial Solutions (BR) Danaher (DHR) Diageo (DEO) Ecolab (ECL) FedEx (FDX) Genuine Parts (GPC) Merck (MRK) Nike [...]

By |November 1st, 2022|FFJ Portfolio|Comments Off on FFJ Portfolio – October 2022 Report

FFJ Portfolio – September 2022 Report

To say that September 2022 has been eventful is an understatement! The plunge in equity prices has decimated the value of many portfolios. Looking at the month-end FFJ Portfolio values in 2022 (see below), we see the extent to which share prices have declined. The FFJ Portfolio, however, consists of holdings in high-quality profitable companies [...]

By |October 1st, 2022|FFJ Portfolio|Comments Off on FFJ Portfolio – September 2022 Report

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, [...]

By |September 1st, 2022|FFJ Portfolio|Comments Off on FFJ Portfolio – August 2022 Report
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