Archives October 2016

HBG And The Rise Of Human Managed ETFs In Canada

Last update on Oct. 31, 2016.

Image Credit: Rawpixel.com / Shutterstock.com

 

As I was perusing the list of ETFs listed in Canada, I noticed that there was a new ETF provider called Hamilton Capital (to learn what ETFs are, please read my free book). Hamilton Capital currently has only one ETF on offer, called the Hamilton Capital Global Bank ETF (Ticker: HBG). Note that I will refer to the ETF by its ticker ‘HBG’ going forward.

The ETF invests in about 50 bank stocks across the globe, both in developed and developing countries. But that’s not what piqued my interest in ...

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Why MoneyGeek's Portfolios Don't Include Emerging Market Stocks

Last update on Oct. 24, 2016.

Image Credit: GrAl / Shutterstock.com

 

Late last month, a member asked me what I thought about Gordon Pape’s TFSA portfolio. In my answer, I mentioned several points of disagreement I had with Mr. Pape’s approach. One of them concerned the decision to invest in emerging market companies. Emerging markets refer to those countries that have growing, but not yet high standards of living. Prominent examples include China, India, Russia and Brazil.

Mr. Pape’s portfolio appears to contain a significant amount of emerging market stocks through the presence of two ETFs - EEM, and FM. MoneyGeek’s portfolios, on ...

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Valuation Model for Evertz Technologies

Last update on Oct. 16, 2016.

Image Credit: antb / 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 Evertz Technologies.

 

Premium Portfolio News

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

 

Sep 2016

Last 12 Months

Since Apr 2013

Moderately Aggressive

-1.0%

+22.4%

+38.9%

Very Aggressive

-0.2%

+23.3%

+13.8%

Extremely Aggressive

+0.4%

+27.1%

-11 ...

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My TFSA Update September 2016 - Was The OPEC Agreement Inevitable?

Last update on Oct. 10, 2016.

Image Credit: Slavko Sereda / 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 talk about some signs in recent months that pointed to an OPEC agreement.

 

September Results: Up 1.7%

At the end of September, I had $58,319 in my TFSA account, which is up by 1.7% since the end of last month. By comparison, the Canadian stock market went ...

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Why CATH And ESGD Have Been Added To The Ethical Portfolios

Last update on Oct. 3, 2016.

Image Credit: futureGalore / 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 the changes to MoneyGeek’s Ethical model portfolios.

 

Performance of Regular Portfolios

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

 

Last Month

Last 12 Months

Since Apr 2013

Slightly Aggressive

 -0.5%  +13.2%  +59.3%

Balanced

 -0.3%  +12.1%  +49.7%

Slightly Conservative

 -0 ...

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