Archives August 2016

Thoughts on Low Volatility ETFs

Last update on Aug. 29, 2016.

Image Credit: Raywoo / Shutterstock.com

 

In Canada, there are currently 13 low risk/volatility ETFs. First Asset offers 7 'Low Risk' ETFs, Invesco offers 5 'Low Volatility' ETFs, and just recently, the Vanguard Group has launched the Global Minimum Volatility ETF (Ticker: VVO). If you're unfamiliar with ETFs, you can think of them as very low cost mutual funds, which you can read about in my free book.

Given the number of low risk ETFs offered, there is clearly interest in this theme. In this article, I’ll explain what low volatility ETFs are about, and ...

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How To Open A Questrade Account (2016 Update)

Last update on Aug. 22, 2016.

A couple of years ago, many readers of this site had asked me for instructions on how to use Questrade, so I published videos that explained the processes step by step. Questrade has changed its user interface significantly since then, so I decided to remake my how-to videos with professional help. Here is the first of such videos, on how to open an account.

 

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Valuation Model for Jean Coutu Group

Last update on Aug. 15, 2016.

Image Credit: Dmitry Kalinovsky / 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 Jean Coutu Group (Ticker: PJC.A.TO).

 

Premium Portfolio News

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

 

Last Month

Last 12 Months

Since Apr 2013

Moderately Aggressive

+2.5%

+7.7%

+38.0%

Very Aggressive

+1.1%

+2.9%

+13.4%

Extremely ...

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My TFSA Update August 2016 - What It Was Like To Work For A Hedge Fund

Last update on Aug. 8, 2016.

Image Credit: FabreGov / 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 recount my experience working for a hedge fund.

 

July Results: Down 10.5%

At the end of July, I had $59,947 in my TFSA account, which is down by 10.5% since the end last month. By comparison, the Canadian stock market went up by 5%, while the U ...

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When Will Negative Interest Rates End?

Last update on Aug. 1, 2016.

Image Credit: Sangoiri / 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 explain why negative interest rates persist, and what I believe will trigger their end.

 

Performance of Regular Portfolios

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

 

Last Month

Last 12 Months

Since Apr 2013

Slightly Aggressive

+4.7%

+2.9%

+55.6%

Balanced

+4.3%

+3.1%

+46.5%

Slightly Conservative

+3 ...

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