Category archives: Frequently Asked Questions

Q: Should You Worry About Currency Exchange Rates For MoneyGeek's Portfolios?

Last update on Feb. 26, 2015.

Currency Exchange


A couple of years ago, you could exchange one Canadian dollar for more than one U.S. dollar. Today, you can only fetch around 93 U.S. cents for each Canadian dollar.

As a result, U.S. listed stocks and ETFs may look more expensive today from a Canadian's point of view. This led some readers to ask: is this a good time to buy U.S. listed stocks and ETFs? Shouldn't we buy Canadian listed versions of them whenever we can?

In this article, I will answer these questions.

P.S. if you don't know ...

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Q: I'm A Retiree. Is MoneyGeek Right For Me?

Last update on Jan. 12, 2015.



"I'm already retired. Will MoneyGeek's portfolios work for me?"

It's a question I get often. In this article, I'll explain why the answer is yes.


Needs of Young Professionals vs. Retirees

Regardless of who you are or how old you are, what you should look for in an investment solution is the same - you should look to generate the highest returns possible while staying within your risk limits, while also staying liquid (i.e. you can withdraw your money quickly if you need to). This is the same regardless of whether you're ...

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Q: MoneyGeek vs. Canadian Couch Potato Portfolios - What's The Difference?

Last update on March 13, 2015.

The Canadian Couch Potato (CCP) is a popular blog run by a journalist named Dan Bortolotti. The site offers its own model portfolios, as well as other information of interest to investors. What's more, its portfolios are available for free, whereas access to MoneyGeek's regular porfolios cost $70/year.

Some readers have asked me what the differences are between MoneyGeek's and CCP's portfolios. In my view, there are 5 main differences.

1. Portfolio Variation

MoneyGeek offers 5 different regular portfolios. Each of these regular portfolios contains the same ETFs, but in different quantities. The portfolios differ ...

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Q: What Is The Premium Membership?

Last update on Feb. 10, 2014.

High horsepower

More horsepower: Premium portfolios are like cars with higher horsepower. You can potentially go where you want faster, but it's also riskier.


I've received quite a few emails asking me about the premium membership. In this post, I'll explain the difference between the regular and premium memberships.

Regular vs. Premium Portfolios

Whereas regular members have access to regular model portfolios and other tools, premium members have access to everything regulars have, plus premium model portfolios. Let me explain the differences between the two types of portfolios.

Regular portfolios mainly consist of ETFs. Because each ETF invests ...

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