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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 [...]
CME Group (CME) is a holding within a 'Core' account and a 'Side' account of the FFJ Portfolio that I intend to hold for the long term. I want, however, to generate additional income from some of my holdings when the underlying fundamentals and short-term earnings expectations do not support the current valuation. In this [...]
I think NKE is a wonderful company. However, the underlying fundamentals and short-term earnings expectations do not support the current valuation. In this Nike options trade review, I explain my thought process as to why I have written out-of-the-money covered calls to generate options income. This options trade is similar to my Mastercard and Visa [...]
Given the current market conditions in which the likes of Robinhood have helped turn the stock market into a casino, I find it to be invaluable to re-read The Intelligent Investor by Benjamin Graham. I highly recommend Chapter 20 which covers the importance of margin of safety. Chief Hazard Of A Buyer Of Securities The [...]
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 [...]
There is a host of possible investing mistakes. Avoid these 25 investing mistakes to improve your investment returns and enhance your investing experience. Investing In Stocks Is Like Gambling This is a common myth among people who know little about stocks. Because they know so little about equity investing they choose to believe it is [...]
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 [...]
Great companies sometimes become grossly overvalued yet we do not want to part with the underlying shares. In such instances, skim additional income with covered calls. Covered Calls A covered call: is a conservative options strategy used to generate income if you think the underlying stock price is unlikely to rise significantly within a specific [...]
CorporateFinanceInstitute.com Many common equity investors have an unpleasant investment experience because they do not invest by assessing the 5 Cs of credit. A common equity investor, however, assumes the greatest degree of risk. This is all the more reason for the need to invest by assessing the 5 Cs of credit. After completing [...]
To become a successful and self-reliant equity investor requires the use of a proven successful stock analysis process. While there is no one ‘right’ stock analysis process, the process used should be consistent and thorough. I developed and refined my stock analysis process over several years. The result is that our investment portfolio has allowed [...]