My TFSA Update March 2019

Last update on April 15, 2019.

Image Credit: Who is Danny / 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. In this update, I’ll also talk about how my software development company is doing.

March Results: Down 3.5%

At the end of March, I had $41,747 in my TFSA account, which is down by 3.5% since the end of last month. By comparison, the Canadian stock market went up by 0.6% while the ...

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The Oncoming Tech IPOs

Last update on April 1, 2019.

Image Credit: Jonathan Weiss / 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 give some thoughts on initial public offerings (IPOs) that are scheduled to happen this year.

 

March Performance of Regular Portfolios

The performance of MoneyGeek's Regular portfolios for the month of March 2019 were as follows:

 

Last Month

Last 12 Months

Since Apr 2013

Aggressive

0.0

-2.2%

+93.5%

Growth

+0.1%

-1.5%

+78.4%

Balanced

+0 ...

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My TFSA Update February 2019

Last update on March 18, 2019.

Image Credit: Chesky / 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.

 

February Results: Flat 0.0%

At the end of February, I had $43,262 in my TFSA account, which didn’t change much since the start of the month. By comparison, the Canadian stock market went up by 3.0% while the U.S. stock market went up by 3.6% in Canadian dollar terms. Therefore, my portfolio underperformed ...

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Why Warren Buffett Doesn't Consider Book Value Meaningful Anymore

Last update on March 4, 2019.

Image Credit: Brian Kinney / 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 Warren Buffett’s rationale for abandoning book value as his method for tracking investment performance.

 

February Performance of Regular Portfolios

The performance of MoneyGeek's Regular portfolios for the month of February 2019 were as follows:

 

Last Month

Last 12 Months

Since Apr 2013

Aggressive

+1.6%

-3.2%

+93.5%

Growth

+1.4%

-2.5%

+78.2%

Balanced ...

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My TFSA Update January 2019

Last update on Feb. 18, 2019.

Image Credit: rocco constantino / 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.

 

January Results: Up 0.5%

At the end of January, I had $43,276 in my TFSA account, which was up by 0.5% since the start of the month. By comparison, the Canadian stock market went up by 8.4% while the U.S. stock market went up by 5.9% in Canadian dollar terms. Therefore ...

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Chinese Economic Slowdown Starts To Bite

Last update on Feb. 4, 2019.

Image Credit: mnimage / 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 talk about China’s slowing economy and the effect it has started to have on US stocks.

January Performance of Regular Portfolios

The performance of MoneyGeek's Regular portfolios for the month of January 2019 were as follows:

 

Last Month

Last 12 Months

Since Apr 2013

Aggressive

5.1%

-4.6%

+90.5%

Growth

4.5%

-3.7%

+75.7%

Balanced

4 ...

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My TFSA Update December 2018

Last update on Jan. 21, 2019.

Image Credit: cornfield / 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.

 

December Results: Down 5.1%

At the end of December, I had $37,045 in my TFSA account, which was down by 5.1% since the start of the month. By comparison, the Canadian stock market went down by 5.4% while the U.S. stock market went down by 8.2% in Canadian dollar terms. Therefore, despite ...

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Flirting With The Bear Market

Last update on Jan. 7, 2019.

Image Credit: eamesBot / 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 talk about the stock market’s recent plunge.

 

December Performance of Regular Portfolios

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

 

Last Month

Last 12 Months

Since Apr 2013

Aggressive

-4.5%

-7.8%

+81.3%

Growth

-3.8%

-6.7%

+68.1%

Balanced

-3.2%

-5.7%

+55.2%

Conservative

-2.6 ...

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My TFSA Update November 2018

Last update on Dec. 24, 2018.

Image Credit: Vintage Tone / 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.

November Results: Down 17.8%

At the end of November, I had $39,038 in my TFSA account, which was down by 17.8% 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 3.1% in Canadian dollar terms. Therefore, my ...

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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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