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

FFJ Portfolio – July 2021 Report

This is my FFJ Portfolio - July 2021 Report. In addition to writing posts on this site, my guest post about The Bank of Montreal was published at Dividend Power. FFJ Portfolio Holdings Monthly FFJ Portfolio holdings from December 2018 to July 2021 are found here. During the month I made the following purchases: Visa [...]

FFJ Portfolio – June 2021 Report

This is my FFJ Portfolio - June 2021 Report. During the month I initiated positions in Rollins (500 shares) and Viatris (400 shares). I also added 200 Vontier shares and 100 Heico shares to increase my exposure to these companies. Details about these purchases are found in articles within the FFJ Archives. In addition to [...]

By |July 1st, 2021|FFJ Portfolio|Comments Off on FFJ Portfolio – June 2021 Report

FFJ Portfolio – May 2021 Report

This is my FFJ Portfolio - May 2021 Report. All articles posted in May can be accessed from this site's Archives. There were no sales in May and the only lump-sum purchase was the purchase of an additional 100 Merck (MRK) shares on May 3, 2021. MRK is spinning off a segment of its business [...]

By |June 2nd, 2021|FFJ Portfolio|Comments Off on FFJ Portfolio – May 2021 Report

FFJ Portfolio – April 2021 Report

This is my FFJ Portfolio - April 2021 Report. The portfolio was created in January 2017 to demonstrate how investing in reasonably valued high-quality companies with competitive advantages can assist investors in reaching their long-term financial goals without the need to speculate or chase dividend yield. Skimming Additional Income With Covered Calls Articles posted in [...]

By |May 1st, 2021|FFJ Portfolio|Comments Off on FFJ Portfolio – April 2021 Report

FFJ Portfolio Holdings Review: April 2021

In my recent 13 Thoughts To Keep Investing Simple post, I indicated that rebalancing an investment portfolio should occur at least once a year. I last undertook such a review in August 2020 and disclosed my findings in my Portfolio Holdings Review – August 2020 post. Equity values and the CDN/USD FX rate have certainly [...]

By |April 12th, 2021|FFJ Portfolio|Comments Off on FFJ Portfolio Holdings Review: April 2021
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