Archives April 2016

Cleantech ETFs: Can You Save The Environment And Make Money Too? (PZD)

Last update on April 25, 2016.

Image credit: Federico Rostagno / Shutterstock.com

 

I periodically get the following question, especially from millennials: “Have you considered adding a renewable energy ETF to MoneyGeek’s portfolios?”

I understand where they are coming from. After all, I’m a millennial myself. Climate change is one of the most pressing issues of our generation, so it’s only natural that we should do our part.

However, while I sympathize with their intentions, I have decided not to include any renewable or clean technology ETFs in any of MoneyGeek’s portfolios. In this article, I will explain my reasoning, using the ...

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Factoring Return on Equity on Valuing Coach

Last update on May 2, 2016.

Image credit: Sorbis / 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 Coach (Ticker: COH), the iconic American handbag company. 

As an aside, please note that the premium portfolios have been updated. Please check your email for some of my thoughts on the update.

 

Premium Portfolio News

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

  ...

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My TFSA Update March 2016 - What I've Learned From Running MoneyGeek Over The Last Year

Last update on April 11, 2016.

Image credit: T. L. Furrer / 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, in this post, I’ll talk about some lessons in business development and entrepreneurship I’ve learned over the past year while running MoneyGeek.

 

March Results: Up 21.6%

At the end of February, I had $58,323.53 in my TFSA account, which is up by 21.6% since the end ...

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Updates to All Canadian and Optionable Portfolios

Last update on April 4, 2016.

 

Image credit: rSnapshotPhotos / 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 changes, of the lack therefore, of several of MoneyGeek’s portfolios.

 

Performance of Regular Portfolios

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

 

 

Last Month

Last 12 Months

Since Apr 2013

Slightly Aggressive

+3.9%

+0.7%

+50.8%

Balanced

+3.5%

+1.1%

+42.2%

Slightly Conservative ...

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