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This FFJ Portfolio - August 2023 report is an overview of my recent investment activity. Relative to August 2022, the value of the FFJ Portfolio has fallen by ~$15,606 CDN and increased by ~$1,153,509 USD. The increase is attributed to my concerted effort to increase my exposure to high-quality US companies. Purchases In The FFJ [...]
My underlying reason for performing this Mid 2023 Investment Holdings Review based on June 30, 2023 closing stock prices is that I hold shares in several investment accounts. Undertaking an Investment Holdings Review enables me to get a better picture of my exposure to each holding. I last completed such a review on January 31, [...]
Intact Financial (IFC.to) has attractive Total Shareholder Return (TSR) potential; it generated a ~14% Total Shareholder Return (TSR) from 2012 - 2022. While past results have no bearing on future results, IFC is a well-managed insurance company which leads me to believe it has a reasonable probability of generating a comparable return over the next [...]
This FFJ Portfolio - May 2023 report is an overview of my recent investment activity. The month of May was interesting. The risk of failure in the US debt ceiling negotiations contributed to weakness in the share price of many companies. This is borne out by the monthly variance in the total value of the [...]
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 [...]
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 [...]
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 [...]
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, [...]
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 [...]
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 [...]