Category archives: General Investing

2017 Year In Review

Last update on Jan. 8, 2018.

Image Credit: Yurlick / 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 perform an in depth analysis of the performance of the MoneyGeek's portfolios.

 

December Performance of Regular Portfolios

The performance of MoneyGeek's Regular portfolios for the month of December 2017 were as follows:

 

Last Month

Last 12 Months

Since Apr 2013

Slightly Aggressive

-0.1%

+11.5%

+95.8%

Balanced

-0.1%

+10.2%

+79.4%

Slightly Conservative

-0.2 ...

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Investor Confidence Is High, Or Is It?

Last update on May 8, 2017.

Image Credit: f_s / 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 state of investors’ confidence in the stock market.

 

April Performance of Regular Portfolios

The performance of MoneyGeek's Regular portfolios for the month of April 2017 were as follows:

 

Last Month

Last 12 Months

Since Apr 2013

Slightly Aggressive

+3.1%

+25.1%

+86.2%

Balanced

+2.8%

+22.2%

+71.9%

Slightly Conservative

+2.5%

+19.3 ...

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The Beginning Of A New Stock Market Bubble?

Last update on Feb. 6, 2017.

Image Credit: Yuliya Evstratenko / 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 explain why we could see a stock market bubble soon.

 

January Performance of Regular Portfolios

The performance of MoneyGeek's Regular portfolios for the month of January 2017 were as follows:

 

Last Month

Last 12 Months

Since Apr 2013

Slightly Aggressive

-1.5%

+16.8%

+72.9%

Balanced

-1.3%

+15.2%

+60.7%

Slightly Conservative

-1 ...

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2014 MoneyGeek Portfolios In Review

Last update on Jan. 5, 2015.

2014

 

2014 was both a great year and a poor year for MoneyGeek’s portfolios.

For those of you who are new, we offer several model portfolios through our paid subscriptions. These model portfolios come in two flavours - regular and premium. Regular portfolios primarily consist of Exchange Traded Funds (ETFs), while premium portfolios consist of individual stocks. Because ETFs contain hundreds of individual stocks, regular portfolios are less risky than premium portfolios. To learn more about ETFs, please read our free book

In this article, I’ll summarize how MoneyGeek’s portfolios did in 2014 in comparison to our competitors. 

Performance ...

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5 Ways Poker Is Similar To Investing

Last update on Nov. 24, 2014.

 

One day during my hedge fund years, my boss suggested that we should play some poker. He didn't suggest it because playing poker was fun. Rather, he suggested it because he believed that playing poker would hone our investing skills.

There are so many parallels between investing and poker that many good investors are good poker players and vice versa. One very famous hedge fund manager named David Einhorn even managed to rank 18th in the 2006 World Series of Poker.

So what exactly are the similarities between Poker and Investing? In this article, I'll highlight 5 ...

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Stock Buybacks: Are They Good Or Bad?

Last update on Nov. 3, 2014.

IBM

 

On October 28th, IBM announced that they planned on buying back more of their stocks. The announcement was predictably met with howls of criticism from pundits who have labeled the buybacks as "stock-rigging".

But what are buybacks anyway, and are they good or bad? In this article, I'll explain buybacks using both a simple example and the real life example found in IBM. By the way, please note that I currently own IBM stocks.

 

Buybacks And Its Effects

As the name implies, a stock buyback (also called stock repurchases) consists of the company buying its own shares ...

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Should You Always Hold Bonds Inside Your TFSA or RRSP?

Last update on Aug. 7, 2014.

Taxes

 

Ever since we published the Investment Tax Optimizer, we received questions like the following:

"Your tool says I should hold stocks inside the TFSA and RRSP accounts, and hold bonds outside those accounts. Is this really right?"

In this article, let me explain why the answer to that question is yes.

 

Investment Taxation Overview

First, let me give a brief overview of how investments are taxed. There are three categories of investment gains: capital gains, dividends and interest. If you don't know what these categories are, you can watch our video on this topic.

Of the three ...

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Should You Invest In Fast Growing Economies?

Last update on July 10, 2014.

 

Many investors assume fast growing economies will have fast growing stock markets. It’s a perfectly rational assumption. After all, you've probably heard investment gurus or fund managers on TV talking about the growth potential of developing countries like Brazil, India, or China. If these economies are destined for huge growth, won’t I see great returns if I invest there?

It turns out that this investment strategy hasn’t worked very well in the past, and probably won’t in the future either. If you’re surprised by this, you’re not the only one. Many people believe that economies and stock markets ...

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The Practical Implications Of Piketty's "Capital"

Last update on May 22, 2014.

 

Through history, few economics books have created the kind of buzz we're seeing with Thomas Piketty's (pictured above) "Capital in the Twenty-First Century". Every economist I respect seems to have an opinion on the book, with every one of them giving at least partial praise for the author.

Many economists have written both short and extensive reviews of the book. For instance, you can take a look at this New York Times article for a brief synopsis.

In this article, I won't attempt to give my own opinion on the book. People more qualified than ...

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How The Stock Exchange Works

Last update on May 1, 2014.

 

Before we started dating each other, my wife asked me for some advice. She had a little bit of savings, and she wanted to grow it quickly. What should she invest in?

I hadn't set up MoneyGeek back then, and she wasn't going to invest a large sum, so I told her about a penny stock I particularly liked.

Next time we met, she told me that she bought the stock. However, she had a question. Why did the price go up 30% just as she bought?

I slapped my forehead.

Not knowing how the stock market ...

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