Category archives: Announcements

How To Create Your Own Optimized Portfolios

Last update on May 23, 2016.

Image credit: robuart /


A couple of months ago, I surveyed MoneyGeek’s members to understand which new features they most wanted to see. Of all the options I made available, the members most often requested the ability to create their own optimized portfolios.

For those who are unfamiliar with the concept, portfolio optimization is a process which takes a number of investments and outputs a portfolio allocation that minimizes the portfolio’s risk without sacrificing potential returns. For example, if we specify that we want a portfolio that consists of Stocks A, B and C, portfolio ...

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Introducing MoneyGeek's Stock Ratings

Last update on March 28, 2016.


Image credit: Olivier Le Moal /


A few months ago, I unveiled what I had then called ‘Stock Centre’ as a new feature on this site. Since then, I’ve changed the name of the feature to, simply, ‘Stocks’, and I’ve worked hard to add new enhancements to this feature.

Today, I’m proud to show off the new enhancements. As of right now, the Stocks page has ratings on each and every single stock that trades in Canada. You can see the list of the most highly rated stocks using the ‘Research’ -> ‘Stocks’ menu ...

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Introducing The Oil Glut Tracker

Last update on Dec. 28, 2015.

Tracker App

Image credit: Andrey_Popov /


If you've been following this blog for a while, you would know that I think oil prices will rise much faster and to higher levels than many Wall Street analysts believe. My difference in opinion primarily stems from one belief: While other analysts believe the world is overproducing oil by as much as 1 million barrels/day today, I believe the supply and demand of oil is largely balanced.

Unlike Wall Street analysts who tend to take a government agency's oil supply and demand estimates at face value, I ...

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Announcing Stock Centre

Last update on Nov. 30, 2015.

Image credit: Gotzila Freedom /


I want to start this announcement on a personal note.

Insofar as investments are concerned, this year is shaping up to be the toughest one in my life. If you’ve been following this blog for a while, you will know that my portfolio has taken a big hit over the past year. My financial loss however, is not why this year has been tough for me.

As you may know, I offer two types of paid subscriptions on this site. Regular members have access to certain tools, including various types ...

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Introducing the Optionable Portfolios

Last update on Oct. 26, 2015.

Protect house

Image credit: ptnphoto /


A couple of weeks ago, some members requested the creation of a set of fully optionable portfolios. These portfolios consist exclusively of stocks and ETFs for which you can buy associated options. To learn more about ETFs, please read my free book.

Today, I'm happy to announce the creation of the “Optionable Portfolios” for MoneyGeek’s regular members. By implementing one of these portfolios, an investor is effectively buying insurance against steep losses on those portfolios. In this article, I will explain how someone can set up a portfolio so as to protect against ...

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Announcing The All Canadian Portfolios

Last update on Aug. 31, 2015.

Maple leaf flag

Maple Leaf Canadian Flag, courtesy of Shutterstock


Up until now, all types of MoneyGeek’s portfolios have contained U.S. listed stocks and/or ETFs. But because of certain situations which I’ll discuss later, some members have asked for portfolios that consist solely of ETFs listed in Canada. (If you don’t know what an ETF is, please read our free book).

Today, I’m happy to announce the introduction of the “All Canadian” portfolios to address that need.

Even though all the ETFs in the All Canadian portfolios are listed in Canada, that doesn’t mean the ETFs invest in only Canadian ...

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Introducing The Shariah Portfolios

Last update on June 29, 2015.



A few Muslim readers have asked for Shariah compliant portfolios in the past. It took me longer than I thought, but I’m happy to report that the Shariah portfolios are now available to MoneyGeek’s regular members.

For those of you who don’t know, the Muslim religious law, called Shariah law, forbids participating in certain types of investment activities. Such activities include the following:

  • Receipt and payment of interest
  • Buying and selling of prohibited goods, such as alcohol, tobacco and pornography
  • Transferring of risk (e.g. insurance)
  • Gambling of any form

In practice, that means that a Shariah compliant (a ...

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Announcement: I'll Be Writing Fewer Public Articles

Last update on April 20, 2015.

Pen and paper


Over the past year or so, I’ve made a habit of posting a new public article on my blog every Monday. I’m using this article to announce that unfortunately, I won’t be writing as many public articles each month. In this announcement, I’ll explain why.

In the past, besides my public postings, I’ve written articles that can be seen only by paying members, as well as articles that can be seen by premium members. However, I haven’t followed a regular schedule with regards to posting these articles.

I’ve always felt that I should post more members only articles, and ...

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How to Use The Capital Gains Worksheet

Last update on March 16, 2015.


I found that one of the most frustrating aspects of preparing my tax returns involves calculating capital gains. For those of you who don’t know, capital gains refers to the profit you make from buying an investment low and selling it high. You can find more information about it in my free book.


Introducing The Capital Gains Worksheet

Calculating capital gains is painful because unlike dividends and interest incomes, brokers don’t supply us with tax slips that summarize our gains and losses. Instead, they provide us with a history of past trades and we are expected to calculate ...

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Announcement: Ethical Portfolios Are Now Available For Paid Members

Last update on Feb. 23, 2015.



Every now and then I am asked about ethical portfolios and whether or not they could become available through MoneyGeek Today, I'm happy to announce that they now are.

Just as in the existing regular portfolios, ethical portfolios are largely composed of Exchange Traded Funds (ETFs), which are cheaper and, I believe, better alternatives to mutual funds. (To learn more about ETFs, please read our free book.) However, unlike regular portfolios, the ETFs in ethical portfolios purposely avoid certain industries.

As of the time of this writing, the ethical portfolios offered by MoneyGeek exclude the following industries: tobacco ...

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