This FFJ Portfolio - July 2023 report overviews my recent investment activity. Relative to July 2022, the value of the FFJ Portfolio has fallen by ~$ 27,609 CDN and increased by ~$785,022 USD. The increase is attributed to my concerted effort to increase my exposure to high-quality US companies. Purchases In The FFJ Portfolio In [...]
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, [...]
This FFJ Portfolio - June 2023 report is an overview of my recent investment activity. The value of the holdings within the FFJ Portfolio has increased by ~$61,913 CDN and ~$976,431 USD relative to June 2022. The increase is attributed to my concerted effort to increase my exposure to high-quality US companies. Secondly, the share [...]
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 - 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, [...]
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 [...]
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 - 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 [...]
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 [...]