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.


Sometimes, It Pays To Be Hostile Premium Only

Last update on May 22, 2017.

Image Credit: Pavel Chagochkin / 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 discuss Total Energy Service’s hostile takeover of Savanna Energy Services.

 

Premium Portfolio News

The performance of MoneyGeek's Premium portfolios for the month of April 2017 were as follows:

 

Apr 2017

Last 12 Months

Since Apr 2013

Moderately Aggressive

0.0%

+13.8%

+46.3%

Very Aggressive

-0.6%

+10.2%

+18.5%

Extremely Aggressive

-1.1%

+6.8 ...

Continue reading

My TFSA Update April 2017 - Premium Portfolios Discontinuation And The Future of MoneyGeek

Last update on May 15, 2017.

Image Credit: fantom_rd / 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 discontinue the premium membership, and talk about the direction I want to take MoneyGeek.

 

April Results: Down 6.4%

At the end of April, I had $59,630 in my TFSA account, which was down by 6.4% during the month. By comparison, the ...

Continue reading

Investor Confidence Is High, Or Is It?

Last update on May 8, 2017.

Image Credit: f_s / 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 discuss the state of investors’ confidence in the stock market.

 

April Performance of Regular Portfolios

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

 

Last Month

Last 12 Months

Since Apr 2013

Slightly Aggressive

+3.1%

+25.1%

+86.2%

Balanced

+2.8%

+22.2%

+71.9%

Slightly Conservative

+2.5%

+19.3 ...

Continue reading

Can Financial Ratios Predict Next Year's Stock Performance? (Part 2)

Last update on April 30, 2017.

Image Credit: Zapp2Photo / Shutterstock.com

 

In part 1 of this series, I explained how deep neural networks (DNN) can discern complex cause and effect relationships that traditional statistical models can’t. I had also set up the question we are trying to evaluate using DNNs: is there some combination of financial ratios that can predict individual stock performances over the next 12 months?

In this article, I continue where I left off and present some of the results. I will also discuss some possible explanations behind the results and explore some ideas for the future.

I mentioned ...

Continue reading

Can Financial Ratios Predict Next Year's Stock Performance? (Part 1)

Last update on April 24, 2017.

Image Credit: Zapp2Photo / Shutterstock.com

 

Machine learning is arguably the hottest topic in technology today. It’s what has enabled us to shoot videos of ourselves spewing rainbows, and it’s what will enable cars to drive themselves in the future.

As I’ve read more about the topic, I’ve begun to wonder if machine learning could be applied to investing. To deepen my knowledge, I’ve spent the last few months reading books on the subject and practicing on data sets.

Fortunately, my educational background has allowed me to pick up the topic more easily. Machine learning, at its ...

Continue reading

Valuation Of A Gold Miner Premium Only

Last update on April 15, 2017.

Image Credit: Adam Crouchley / 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 discuss the considerations that go into valuing a gold mining stock.

 

Premium Portfolio News

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

 

Mar 2017

Last 12 Months

Since Apr 2013

Moderately Aggressive

-0.7%

+10.5%

+46.4%

Very Aggressive

-0.5%

+9.8%

+19.2%

Extremely Aggressive

-0.3%

+9 ...

Continue reading

My TFSA Update March 2017 - Rethinking Momentum

Last update on April 10, 2017.

Image Credit: Nathapol Kongseang / 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 revisit my skepticism regarding momentum investing, and give a rational explanation as to why the strategy may continue to perform.

 

March Results: Down 0.9%

At the end of March, I had $63,695 in my TFSA account, which was down by 0.6% during the month. By ...

Continue reading

Does Buffett Really Think The Stock Market Is Cheap?

Last update on April 3, 2017.

Image Credit: Sira Anamwong / 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 discuss Warren Buffett’s recent comment that the stock market is still “cheap.”

 

March Performance of Regular Portfolios

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

 

Last Month

Last 12 Months

Since Apr 2013

Slightly Aggressive

+0.4%

+19.7%

+80.6%

Balanced

+0.4%

+17.7%

+67.3%

Slightly Conservative ...

Continue reading

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



Web Analytics