Archives 2015

Introducing The Oil Glut Tracker

Last update on Dec. 28, 2015.

Tracker App

Image credit: Andrey_Popov / Shutterstock.com

 

If you've been following this blog for a while, you would know that I think oil prices will rise much faster and to higher levels than many Wall Street analysts believe. My difference in opinion primarily stems from one belief: While other analysts believe the world is overproducing oil by as much as 1 million barrels/day today, I believe the supply and demand of oil is largely balanced.

Unlike Wall Street analysts who tend to take a government agency's oil supply and demand estimates at face value, I ...

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TransCanada - A Low Risk Beneficiary of The Shale Revolution

Last update on Dec. 18, 2015.

Pipelines

 

Image credit:Aigars Reinholds/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 also present and explain my valuation model for TransCanada Corporation.

 

Premium Portfolio News

The performance of MoneyGeek's premium portfolios for the month of November 2015 were as follows:

 

 Nov 2015Last 12 MonthsSince Apr 2013
Moderately Aggressive -0.7% -9.8% +18.4%
Very Aggressive -1.2% -21.9% -2.6%
Extremely Aggressive -1.8%  -35.7 ...

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My TFSA Update November 2015 - What All Went Wrong With Long Run Exploration

Last update on Dec. 14, 2015.

Businessman chipping away at bar chart

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 addition, I’ll explain what went wrong with my investments in an oil and gas company called Long Run Exploration.

 

November Results: Down 0.5%

At the end of November, I had $47,810 in my TFSA account, which is down by $232 since the end of October. By comparison, the Canadian stock market went down by ...

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5 Reasons Why I'm Avoiding Mining Stocks, For Now

Last update on Dec. 7, 2015.

Image credit: KyrienShutterstock.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 the reasons why oil and gas stocks are featured in MoneyGeek's portfolios, but mining stocks aren't.

 

Performance of Regular Portfolios

The performance of MoneyGeek's regular portfolios for the month of November 2015 were as follows:

 Last MonthLast 12 MonthsSince Apr 2013
Slightly Aggressive +1.2% +10.9% +50.1%
Balanced +1.0% +9.4% +41 ...

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Announcing Stock Centre

Last update on Nov. 30, 2015.

Image credit: Gotzila Freedom / Shutterstock.com

 

I want to start this announcement on a personal note.

Insofar as investments are concerned, this year is shaping up to be the toughest one in my life. If you’ve been following this blog for a while, you will know that my portfolio has taken a big hit over the past year. My financial loss however, is not why this year has been tough for me.

As you may know, I offer two types of paid subscriptions on this site. Regular members have access to certain tools, including various types ...

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Book Review: DIY Financial Advisor

Last update on Nov. 23, 2015.

Almost a year ago, I read a book called "Quantitative Value" by Dr. Wesley Gray and Tobias Carlisle. It remains one of the best statistically oriented investing books I've read to this date. So when Dr. Gray released a new book and offered to give the first copies away for free, I jumped at the chance. In this article, I will review the new book, titled "DIY Financial Advisor - A Simple Solution to Build and Protect Your Wealth", written by Gray, Vogel and Foulke.

 

Broad Impressions

Let me start by saying what the book is not about. When ...

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SK Telecom Generates Stable Growth, But Is It Cheap Enough?

Last update on Nov. 16, 2015.

Korean smartphone users

Image credit: imtmphoto / 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 also present and explain my valuation model for SK Telecom, a South Korean telecommunications giant.

 

Premium Portfolio News

The performance of MoneyGeek's premium portfolios for the month of October 2015 were as follows:

 Oct 2015Last 12 MonthsSince Apr 2013
Moderately Aggressive +4.7% -8.9% +19.3%
Very Aggressive +6.7% -22.8% -1.4%
Extremely Aggressive +9 ...

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My TFSA Update October 2015 - Is An Oil Shortage Imminent?

Last update on Dec. 7, 2015.

People lining up to fill gas

Image credit: Ryan Rodrick Beiler / Shutterstock.com

 

In this series, I (Jin Choi) talk about my goal of reaching $1 million in my TFSA account by 2033. In addition, I’ll review some data that seems to suggest that we're about to enter an era of oil shortages, if we haven't already.

 

October Results: Up 9.6%

At the end of October, I had $48,042 in my TFSA account, which is up by $4,220 since the end of September. By comparison, the Canadian stock market went up by 3.9% while U.S. stocks ...

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4 Ways The Liberal Election Victory Could Affect Our Investments

Last update on Nov. 2, 2015.

 

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 comment on how the Liberals' policies could affect the prices of our investments, namely our stocks, bonds and the real estate market.

 

Performance of Regular Portfolios

The performance of MoneyGeek's regular portfolios for the month of October 2015 were as follows:

 Last MonthLast 12 MonthsSince Apr 2013
Slightly Aggressive +5.8% +14.1% +48.9%
Balanced +4.9% +12.1% +40.2%
Slightly Conservative ...

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Introducing the Optionable Portfolios

Last update on Oct. 26, 2015.

Protect house

Image credit: ptnphoto / Shutterstock.com

 

A couple of weeks ago, some members requested the creation of a set of fully optionable portfolios. These portfolios consist exclusively of stocks and ETFs for which you can buy associated options. To learn more about ETFs, please read my free book.

Today, I'm happy to announce the creation of the “Optionable Portfolios” for MoneyGeek’s regular members. By implementing one of these portfolios, an investor is effectively buying insurance against steep losses on those portfolios. In this article, I will explain how someone can set up a portfolio so as to protect against ...

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