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This is my January 2021 FFJ Portfolio report. The portfolio was created in January 2017 for the purpose of demonstrating how investing in high quality companies with competitive advantages and with a record of consistently increasing dividends can assist investors in reaching their long-term financial goals without the need to speculate or to chase dividend [...]
Shares in Visa Inc. (V), my largest holding, are held in a retirement account for which I do not disclose details; I have been a shareholder almost from the date the company went public in March 2008. I have now initiated a position in V within a non-registered investment account held by a young investor. [...]
This is my November 2020 FFJ Portfolio report. The portfolio was created in January 2017 for the purpose of demonstrating how investing in high quality companies with competitive advantages and with a record of consistently increasing dividends can assist investors in reaching their long-term financial goals without the need to speculate or to chase dividend [...]
In this article I disclose our Top 30 holdings and compare same with our Top 30 holdings of February 2019. This includes holdings in accounts held within the FFJ Portfolio and accounts for which I do not disclose details. Interestingly, the 2 largest holdings have a current dividend yield of 1% or less, constitute ~14% [...]
The Fed is currently supporting the US economy which has led to the share price/valuation of many companies to be at levels which are unsustainable if Fed support is ever reduced/withdrawn. In my opinion, investors would be wise to dial back risk. 3M (MMM) is profitable and generates positive Free Cash Flow. Its current valuation [...]
This is my March 2020 FFJ Portfolio update. The portfolio was created in January 2017 for the purpose of demonstrating how investing in high quality companies with competitive advantages and with a record of consistently increasing dividends can assist investors in reaching their long-term financial goals without the need to speculate or to chase dividend [...]
This is my December 2019 FFJ Portfolio update. The portfolio was created in January 2017 for the purpose of demonstrating how investing in high quality companies with competitive advantages and with a record of consistently increasing dividends can assist investors in reaching their long-term financial goals without the need to speculate or to chase dividend [...]
I have a positive outlook on Chevron Corporation's (CVX) long-term potential in that in recent years CVX has been repositioned to deliver long-term value to investors. There is growing demand for its products and efficient capital employment should enable it to continue to generate superior returns relative to its largest competitors. CVX generates strong cash [...]
This is my October 2019 FFJ Portfolio update. The portfolio was created in January 2017 for the purpose of demonstrating how investing in high quality companies with competitive advantages and with a record of consistently increasing dividends can assist investors in reaching their long-term financial goals without the need to speculate or to chase dividend [...]
For the sake of timely and full disclosure I provide this interim report in which I touch upon recent trades made within the FFJ Portfolio and in accounts for which I do not disclose details. In addition, we have an impending sale of a rental property. Sale proceeds will be deployed toward the purchase of [...]
