Author archives: Jin Won Choi

Interview with Perth Tolle of Life and Liberty Indexes: Part 1 - Why Human Freedom Matters For Economic Growth

Last update on April 23, 2018.

Image Credit: Dietmar Temps / Shutterstock.com

 

Jin’s Note: I had the pleasure of chatting with Perth Tolle, the founder of Life + Liberty Indexes. The following is the first of two parts of the transcription of that conversation. I’ve edited the transcription for clarity, and occasionally made some comments in italic.

Jin: Hi Perth. Could you start by introducing yourself?

Perth: Sure. I’m Perth Tolle and my company is called Life and Liberty Indexes, we are an index provider that uses human and economic freedom metrics as primary factors in our investment selection process.

Jin: What do ...

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My TFSA Update March 2018

Last update on April 16, 2018.

Image Credit: IEA April Oil Market Report

 

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 the past, I had included a second topic in my articles, but I’ve decided to change up the format, as it often felt like I was writing two different articles in one. I’ve therefore decided to limit the topic of this article series to just my TFSA account, and publish the separate topics as separate ...

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How Harmful Is A Trade War?

Last update on April 2, 2018.

Image Credit: lightspring / 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 use a historical example to discuss how much damage a new trade war could have on the global economy.

 

March Performance of Regular Portfolios

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

 

Last Month

Last 12 Months

Since Apr 2013

Aggressive

-1.0%

+9.5%

+97.8%

Growth

-0.9%

+8.3 ...

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My TFSA Update February 2018 - Intrigue Surrounding Assure Holdings

Last update on March 19, 2018.

Image Credit: Gorodenkoff / 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 article, I’ll also talk about events that are raising suspicion among investors regarding a small Canadian company named Assure Holdings.

 

February Results: Down 6.1%

At the end of February, I had $46,269 in my TFSA account, which was down by 6.1% since the start of the month. By comparison ...

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What Is XIV, And Why Did It Blow Up?

Last update on March 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 talk about an investment product called the VelocityShares Daily Inverse VIX Short-Term ETN, which “blew up” in February.

 

February Performance of Regular Portfolios

The performance of MoneyGeek's Regular portfolios for the month of February 2018 were as follows.

 

Last Month

Last 12 Months

Since Apr 2013

Aggressive

+0.1%

+11.1%

+99.9%

Growth

+0.1%

+9.7%

+82 ...

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Interview with Craig Basinger, Manager of the Redwood Behavioural Opportunities Fund (BHAV)

Last update on Feb. 26, 2018.

Image Credit: Bakhtiar Zein / Shutterstock.com

 

Jin's Note: I had the pleasure of chatting with Craig Basinger who manages a brand new ETF called the Redwood Behavioural Opportunities Fund. The following is a lightly edited transcript of that conversation.

Jin: Could you talk a little bit about yourself first? You started your investment career in 1995— could you give us a brief summary and highlights?

Craig: Yes. A long time ago! Yeah, I started in the industry on the private client side as an advisor and then shortly moved on to the buy side. Then, shortly thereafter ...

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My TFSA Update January 2018 - Why I Plan On Shorting More of Telsa

Last update on Feb. 19, 2018.

Image Credit: Jonathan Weiss / 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 article, I’ll also explain why I plan on increasing my bet against Tesla (Ticker: TSLA).

 

January Results: Down 1.6%

At the end of January, I had $49,268 in my TFSA account. Although this is up from the end of December, the January number includes my $5,500 contribution for ...

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What Will Be The Consequences If Interest Rates Rise?

Last update on Feb. 5, 2018.

Image Credit: Mr.Whiskey / 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 recent rise in interest rates, and potential consequences if rates continue to increase.

 

January Performance of Regular Portfolios

The performance of MoneyGeek's Regular portfolios for the month of January 2018 were as follows. (Please note that we’ve changed the names of the portfolios to be more in line with the conventions of our competitors, but the ...

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Interview with David Wiitala of Raintree Financial

Last update on Jan. 29, 2018.

Image Credit: Igor Strukov / Shutterstock.com

 

Jin's Note: I had the pleasure of chatting with David Wiitala of Raintree Financial Solutions, on the topic of alternative investments. The following is a lightly edited transcript of that conversation.

Jin: Could you start by introducing yourself?

David: Yes. For sure. My name is David Wiitala. I'm a Private Wealth Advisor with Raintree Financial Solutions, and I also own a company called Investing Beyond, which does financial education events around the country.

Jin: Okay. So you are a Financial Advisor with Raintree Investments and you specialize with small business ...

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My TFSA Update December 2017 - Projecting Bellatrix Exploration's Finances

Last update on Jan. 15, 2018.

Image Credit: Sundry Photography / 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 article, I’ll also share my financial projections on a Canadian oil and gas company called Bellatrix Exploration.

 

December Results: Down 6.3%

At the end of December, I had $45,090, which was down by 6.3% since the start of the month. By comparison, the Canadian stock market went up ...

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