Category archives: Geographic Sectors

Why MoneyGeek's Portfolios Don't Include Emerging Market Stocks

Last update on Oct. 24, 2016.

Image Credit: GrAl / Shutterstock.com

 

Late last month, a member asked me what I thought about Gordon Pape’s TFSA portfolio. In my answer, I mentioned several points of disagreement I had with Mr. Pape’s approach. One of them concerned the decision to invest in emerging market companies. Emerging markets refer to those countries that have growing, but not yet high standards of living. Prominent examples include China, India, Russia and Brazil.

Mr. Pape’s portfolio appears to contain a significant amount of emerging market stocks through the presence of two ETFs - EEM, and FM. MoneyGeek’s portfolios, on ...

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Is It Time to Buy Into Chinese Stocks?

Last update on Oct. 31, 2015.

Chinese meat market

windmoon / 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 provide an example to show why I’m avoiding investing in Chinese stocks.

 

Performance of Regular Portfolios

The performance of MoneyGeek's regular portfolios for the month of September 2015 were as follows:

 Sep 2015Last 12 MonthsSince Apr 2013
Slightly Aggressive -3.0% +9.7% +40.8%
Balanced -2.6% +8.3% +33.7%
Slightly Conservative -2.2% +7.0% +26.8%
Moderately ...

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Why Regular Portfolios Don't Contain Canadian Stocks - Part 1: Risk

Last update on Aug. 5, 2014.

Toronto Stock Exchange

 

If you look at our regular portfolios, you'll notice that they don't contain a Canadian stock ETF. This might surprise you, given that many advisors will recommend holding some Canadian stocks. 

Over the next 2 articles, I'll explain why I chose to omit Canadian stocks in regular portfolios. In this article, I'll talk about the risks that I see that are specific to the Canadian market.

 

Resource Sector 

The Canadian stock market is a heavily concentrated in resource sectors, namely mining and oil & gas. As of this writing, the energy companies ...

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