Good investment advice is rare

There are many other financial blogs out there, so why should you follow us?

Well, for starters, I spent 2 years working at a fund that produced great results. I've also been investing my money for a while, which I've been successful with.

Over the years, I've learned that if you want to be successful with investing, you must think differently from the crowd. If you follow this blog, you will gain understanding that often challenges your conventional thinking.

If you're interested in becoming wiser with your savings, sign up for our newsletter. You will receive "The Short Book on Investments For Canadians", that explains the basics of investing in simple, everyday language. We will also send you bimonthly updates on our blog posts. You can trust us with your email.


My TFSA Update January 2017 - Why I Decided To Bet Against Tesla

Last update on Feb. 13, 2017.

Image Credit: Alexander Kondratenko / Shutterstock.com

 

In this series, I (Jin Choi) talk about my goal of reaching $1 million in my TFSA account by 2033. If you want to know what a TFSA is, I recommend you read my free book. In this post, I’ll also explain why I decided to short (i.e. bet against) a small amount of Tesla stock.

 

January Results: Down 15.3%

At the end of January, I had $64,677 in my TFSA account. This is after I had made my annual contribution of $5,500, so when ...

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The Beginning Of A New Stock Market Bubble?

Last update on Feb. 6, 2017.

Image Credit: Yuliya Evstratenko / Shutterstock.com

 

At the beginning of every month, I brief members on how MoneyGeek's Regular portfolios have performed and comment on the state of the financial markets. In this update, I’ll also explain why we could see a stock market bubble soon.

 

January Performance of Regular Portfolios

The performance of MoneyGeek's Regular portfolios for the month of January 2017 were as follows:

 

Last Month

Last 12 Months

Since Apr 2013

Slightly Aggressive

-1.5%

+16.8%

+72.9%

Balanced

-1.3%

+15.2%

+60.7%

Slightly Conservative

-1 ...

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The MoneyGeek Method of Valuing Stocks

Last update on Jan. 30, 2017.

Image Credit: Sira Anamwong / Shutterstock.com

 

How much is a stock really worth? The question had haunted me since I became passionate about investing many years ago.

Most of the successful investors I admired seemed to follow the value investing strategy. These investors made a distinction between ‘value’, which they deemed to be the true worth of a stock, and ‘price’, which is what they could pay to buy it in the stock market. As the saying goes, price is what you pay, and value is what you get.

Value investors attempted to assess the value ...

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Betting On Continued Growth of The Aerospace Industry Premium Only

Last update on Jan. 21, 2017.

Image Credit: Everett Historical / Shutterstock.com

On the third Monday of each month, I’ll comment on the performance of the premium portfolios and provide some additional analysis related to individual stocks. In this article, I will present and explain my valuation model for a new entrant to MoneyGeek’s premium portfolios.

 

Premium Portfolio News

The performance of MoneyGeek's premium portfolios for the month of December 2016 were as follows:

 

Dec 2016

Last 12 Months

Since Apr 2013

Moderately Aggressive

+4.8%

+24.7%

+52.4%

Very Aggressive

+5.8%

+26.5%

+25.6%

Extremely Aggressive ...

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My TFSA Update December 2016 - A Global Risk Scenario

Last update on Jan. 14, 2017.

Image Credit: Lightspring / Shutterstock.com

 

In this series, I (Jin Choi) talk about my goal of reaching $1 million in my TFSA account by 2033. If you want to know what a TFSA is, I recommend you read my free book. In this post, I’ll present one possible scenario that could lead to a global financial crisis.

 

December Results: Up 16.5%

At the end of December, I had $70,830 in my TFSA account, which is up by 16.5% since the end of last month. By comparison, the Canadian stock market went up ...

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2016 MoneyGeek Portfolios In Review

Last update on Feb. 14, 2017.

Image Credit: marekuliasz / Shutterstock.com

At the beginning of every month, I brief members on how MoneyGeek's Regular portfolios have performed and comment on the state of the financial markets. In this update, I’ll also review the annual performances of MoneyGeek’s freely available portfolios.

 

December Performance of Regular Portfolios

The performance of MoneyGeek's Regular portfolios for the month of December 2016 were as follows:

 

Last Month

Last 12 Months

Since Apr 2013

Slightly Aggressive

+2.3%

+15.4%

+75.6%

Balanced

+2.0%

+14.0%

+62.8%

Slightly Conservative

+1.7%

+12.5 ...

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Have A Personal Financial Question? Ask An Approved Advisor

Last update on Jan. 2, 2017.

Image Credit: Mediaphotos / Shutterstock.com

 

EDIT: To direct a question to the approved advisors, set the visibility of the question to 'Approved Advisors Only' when you ask a question on the Q&A Forum.

Since I launched MoneyGeek, I’ve had a steady number of people ask me for advice regarding their personal finances. Sometimes, I was able to give them answers but at other times, I wasn’t able to. This is because I’m not a licensed financial advisor.

Regulation prevents me from giving personalized investment advice. I can answer general questions, such as whether or not I ...

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Using Metro's Example To Measure Operational Quality Using Financial Ratios Premium Only

Last update on Dec. 19, 2016.

Image Credit: Caftor / Shutterstock.com

On the third Monday of each month, I’ll comment on the performance of the premium portfolios and provide some additional analysis related to individual stocks. In this article, I will present and explain my valuation model for Metro Inc., a Canadian grocery chain.

 

Premium Portfolio News

The performance of MoneyGeek's premium portfolios for the month of November 2016 were as follows:

 

Nov 2016

Last 12 Months

Since Apr 2013

Moderately Aggressive

+5.7%

+23.3%

+45.4%

Very Aggressive

+5.8%

+22.0%

+18.7%

Extremely Aggressive

+5.8 ...

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My TFSA Update November 2016 - Why U.S. Producers Won't Keep Oil Prices Down

Last update on Dec. 12, 2016.

Image Credit: Filip Fuxa / Shutterstock.com

 

In this series, I (Jin Choi) talk about my goal of reaching $1 million in my TFSA account by 2033. If you want to know what a TFSA is, I recommend you read my free book. In this post, I’ll also talk about why I believe the oil traders and pundits are wrong about their “bearish” predictions of the oil market.

 

November Results: Up 6.0%

At the end of November, I had $60,779 in my TFSA account, which is up by 6.0% since the end of ...

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Why Stocks Didn't Crash When Trump Got Elected

Last update on Dec. 5, 2016.

Image Credit: Christine Ruddy / Shutterstock.com

At the beginning of every month, I brief members on how MoneyGeek's regular portfolios have performed and comment on the state of the financial markets. In this update, I’ll explain why the stock market didn’t tank despite Trump’s victory and give my outlook on the stock market.

 

Performance of Regular Portfolios

The performance of MoneyGeek's regular portfolios for the month of November 2016 were as follows:

 

 

Last Month

Last 12 Months

Since Apr 2013

Slightly Aggressive

+5.1%

+14.5%

+71.7%

Balanced

+4.3%

+13 ...

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