Archives August 2015

Announcing The All Canadian Portfolios

Last update on Aug. 31, 2015.

Maple leaf flag

Maple Leaf Canadian Flag, courtesy of Shutterstock

 

Up until now, all types of MoneyGeek’s portfolios have contained U.S. listed stocks and/or ETFs. But because of certain situations which I’ll discuss later, some members have asked for portfolios that consist solely of ETFs listed in Canada. (If you don’t know what an ETF is, please read our free book).

Today, I’m happy to announce the introduction of the “All Canadian” portfolios to address that need.

Even though all the ETFs in the All Canadian portfolios are listed in Canada, that doesn’t mean the ETFs invest in only Canadian ...

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Questrade vs. Interactive Brokers vs. Virtual Brokers

Last update on July 27, 2016.

Man using trading terminal

Image: Man using trading terminal from Shutterstock

 

UPDATE: This article has been updated to reflect prices as of July 27, 2016.

What’s the best discount broker to use?

It’s a question I often get asked, particularly by people who are new to investing. Unfortunately, answering this question can be complicated because each broker has his or her own unique way of charging fees. This means that different brokers will cost more depending on how the individual uses the account.

In this article, I will investigate this question from the point of view of an average Canadian who implements a ...

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Strategic Value Investing (Book Review)

Last update on Aug. 17, 2015.

Strategic Value Investing: Practical Techniques of Leading Value Investors is a comprehensive book outlining the main tenets, strategies, practitioners, and valuation models comprising the world of value investing.

Written by CFA1 charterholders Stephen M. Horan, Robert R. Johnson, and Thomas R. Robinson, its main purpose is to help readers find good companies at good prices. Unlike most books devoted to the subject, Strategic Value Investing reads like a college textbook, containing very thorough, research-based evidence supporting the authors’ main discussions. In addition to a theoretical approach, however, the book also includes a wealth of practical knowledge and a bit ...

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Valuation Model for Stillwater Mining Company

Last update on Aug. 15, 2015.

 

 

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 a company that mines platinum and palladium.

 

Premium Portfolio News

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

 July 2015Last 12 MonthsSince Apr 2013
Moderately Aggressive +0.7% +1.0% +27.8%
Very Aggressive -2.5% -15.4% +10.3%
Extremely Aggressive -7.6% -34.0% -11.4 ...

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My TFSA Update July 2015 - Going All-In On Oil

Last update on Aug. 10, 2015.

Al-Naimi

 

“We need new production equal to a new Saudi Arabia every 3 to 4 years to maintain and grow supply” - Dr. Richard G. Miller, former BP geologist

In this series, I (Jin Choi) talk about my goal of reaching $1 million in my TFSA account by 2033. In addition, I’ll explain why I believe oil will surge to over $65/barrel by this year’s end.

 

July Results: Down 6.3%

At the end of July, I had $59,570 in my TFSA account, which is down by $4001 since the end of June. That means my portfolio went ...

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How China's Stock Market Crash Could Affect Your Portfolio

Last update on Aug. 3, 2015.

Chinese navy

 

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 what the Chinese stock market crash means for the global economy, and what effect it could have on the value of your portfolio.

 

Performance of Regular Portfolios

The performance of MoneyGeek's regular portfolios for the month of July 2015 were as below:

 July 2015Last 12 MonthsSince Apr 2013
Slightly Aggressive +4.1%  +21.2%  +51.2%
Balanced +3.3%  +17 ...

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