Archives 2018

How Stocks Behave In Different Interest Rate Environments

Last update on Dec. 10, 2018.

Image Credit: Doubletree Studio / 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 comment on how the stock market has historically behaved during rising interest rate environments.

November Performance of Regular Portfolios

The performance of MoneyGeek's Regular portfolios for the month of November 2018 were as follows:

 

Last Month

Last 12 Months

Since Apr 2013

Aggressive

+0.2%

-3.2%

+89.8%

Growth

+0.2%

-2.8%

+74.8%

Balanced

+0.3 ...

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My TFSA Update October 2018

Last update on Nov. 26, 2018.

Image Credit: Eblis / Shutterstock.com

In this series, I (Jin Choi) talk about my journey of investing in my TFSA account. If you want to know what a TFSA is, I recommend you read my free book.

 

October Results: Down 16.2%

At the end of October, I had $47,481 in my TFSA account, which was down by 16.2% since the start of the month. By comparison, the Canadian stock market went down by 6.3% while the U.S. stock market went down by 5.0% in Canadian dollar terms. Therefore, my portfolio ...

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Announcement: We're Hiring An Intermediate Software Developer

Last update on Nov. 19, 2018.

Image Credit: Marko Aliaksandr / Shutterstock.com

 

As many of you might have guessed, I make very little money from running this website. I receive a small affiliate income from Questrade, but that’s about it. Rather, I make most of my money by writing custom software for “asset managers”, which is an industry term for those who manage money. (Some financial advisors qualify as asset managers, but the term also encompasses other entities such as ETF providers.)

I have been fortunate to see my company grow. Project requests continue to come in, both from new and existing ...

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Why Tech Stocks Fell Hard In October

Last update on Nov. 5, 2018.

Image Credit: Mattz90 / 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 comment on the fall the stock market took this October.

 

October Performance of Regular Portfolios

The performance of MoneyGeek's Regular portfolios for the month of October 2018 were as follows:

 

Last Month

Last 12 Months

Since Apr 2013

Aggressive

-5.8%

-0.7%

+89.4%

Growth

-5.1%

-0.6%

+74.3%

Balanced

-4.5%

-0.6%

+59.9 ...

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My TFSA Update September 2018

Last update on Oct. 22, 2018.

Image Credit: Sarah Holmlund / 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.

 

September Results: Down 1.2%

At the end of September, I had $56,630 in my TFSA account, which was down by 1.2% since the start of the month. By comparison, the Canadian stock market went down by 0.9% while the U.S. stock market went down by 0.1% in ...

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What Marijuana Stocks Tell Us About Where We Are In The Market Cycle

Last update on Oct. 8, 2018.

Image Credit: Craig F Scott / 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 comment on market cycles - what they are, which phase I think we’re at, and why I think the hype around marijuana stocks supports my view.

 

September Performance of Regular Portfolios

The performance of MoneyGeek's Regular portfolios for the month of September 2018 were as follows:

 

Last Month

Last 12 Months

Since Apr 2013

Aggressive

-1.4%

+9 ...

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How The Top 10 Stocks Ranked By Saevis Performed vs. The Benchmark

Last update on Sept. 24, 2018.

 

Jin's Note: This is a guest post by Pierre Guenette, who is a regular reader of this blog. Pierre works at the Alberta Health Services as a Senior Analyst for the Business Intelligence Team that's part of the Seniors palliative continuing care portfolio. Pierre has a master's degree in Economics from the University of Calgary, and has a general interest in data analysis.

 

On April 27, 2018, Jin announced in the MoneyGeek forum that the Saevis website will no longer be supported/updated. My first thought was “Poop on a Stick”. That sentiment changed to something stronger when I realized that ...

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My TFSA Update August 2018

Last update on Sept. 17, 2018.

Image Credit: Peyker / 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.

 

August Results: Down 3.8%

At the end of August, I had $57,314 in my TFSA account, which was down by 3.8% since the start of the month. By comparison, the Canadian stock market went down by 0.8% while the U.S. stock market went up by 3.0% in Canadian ...

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The Vancouver Housing Market Slumps

Last update on Sept. 4, 2018.

Image Credit: Hannamariah / 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 discuss the Vancouver housing market.

 

August Performance of Regular Portfolios

The performance of MoneyGeek's Regular portfolios for the month of August 2018 were as follows:

 

Last Month

Last 12 Months

Since Apr 2013

Aggressive

0.0%

+14.8%

+103.8%

Growth

+0.1%

+13.0%

+86.0%

Balanced

+0.1%

+11.1%

+69.3%

Conservative

+0.1%

+9.3 ...

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My TFSA Update July 2018

Last update on Aug. 20, 2018.

Image Credit: Ivan Marc / 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.

 

July Results: Down 10.1%

At the end of July, I had $59,600 in my TFSA account, which was down by 10.1% since the start of the month. By comparison, the Canadian stock market went up by 1.1% while the U.S. stock market went up by 1.9% in ...

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