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.


Sell In May And Go Away? (Part 2)

Last update on March 27, 2017.

Image Credit: marekuliasz / Shutterstock.com

This is a guest post by Pierre Guenette, a long time member of MoneyGeek. Pierre has a Master’s Degree in Economics. For the past 5 years he’s worked in the Health Sector and is currently a Senior Data Analyst.

 

Part 1 examined whether a Sell In May strategy could outperform a Buy and Hold strategy for Canada (as measured by the TSX), as well as for the United States (as measured by the S&P 500). The monthly average returns from 1979 to 2016 were analyzed. Recall, the Sell in May strategy involves ...

Continue reading

Valuation Model for Wells Fargo Premium Only

Last update on March 20, 2017.

Image Credit: Olivier Le Queinec / 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 Wells Fargo, a large U.S. bank.

 

Premium Portfolio News

The performance of MoneyGeek's premium portfolios for the month of February 2017 were as follows:

 

Jan 2017

Last 12 Months

Since Apr 2013

Moderately Aggressive

+0.3%

+19.3%

+47.3%

Very Aggressive

+0.6%

+23.5%

+19.8%

Extremely ...

Continue reading

My TFSA Update February 2017 - Why Are Oil Prices Stuck In A Range?

Last update on March 13, 2017.

Image Credit: Thaiview / 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 give my thoughts on the state of the oil market.

 

February Results: Down 0.9%

At the end of February, I had $64,104 in my TFSA account, which was down by 0.9% during the month. By comparison, the Canadian stock market went up by 0.6% while ...

Continue reading

MoneyGeek Regular Portfolios Update - Added CGL-C.TO

Last update on March 5, 2017.

Image Credit: kdrkara90 / Shutterstock.com

 

EDIT: The original version of this article mentioned a gold bullion ETF named IGT.TO, instead of another gold bullion ETF named CGL-C.TO. I've replaced IGT.TO with CGL-C.TO since IGT.TO was delisted.

 

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 I decided to add CGL-C.TO to MoneyGeek’s Regular portfolios.

 

February Performance of Regular Portfolios

The performance of MoneyGeek's Regular portfolios ...

Continue reading

Sell In May And Go Away? (Part 1)

Last update on Feb. 28, 2017.

Image Credit: anything / Shutterstock.com

This is a guest post by Pierre Guenette, a long time member of MoneyGeek. Pierre has a Master’s Degree in Economics. For the past 5 years he’s worked in the Health Sector and is currently a Senior Data Analyst.

 

Background

Sell in May and Go Away is an adage that is known throughout the trading world. It advocates selling equities in May and staying away from the markets until November to avoid seasonal underperformance. For the purpose of this article, the relevant question is: since October of 1979, would an investor have ...

Continue reading

The Quick And Dirty Method For Valuing Oil And Gas Companies Premium Only

Last update on March 11, 2017.

Image Credit: Budimir Jevtic / 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 introduce a shortcut that allows us to value an oil and gas company quickly, and apply it to a premium portfolio stock.

 

Premium Portfolio News

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

 

Jan 2017

Last 12 Months

Since Apr 2013

Moderately Aggressive

-3.6%

+23.1%

+46.9%

Very Aggressive

-5 ...

Continue reading

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 ...

Continue reading

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 ...

Continue reading

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 ...

Continue reading

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 ...

Continue reading



Web Analytics