Category archives: Regular Portfolio Updates

MoneyGeek Regular Portfolios Update - Added CGL-C.TO

Last update on March 5, 2017.

Image Credit: kdrkara90 / Shutterstock.com

 

EDIT: The original version of this article mentioned a gold bullion ETF named IGT.TO, instead of another gold bullion ETF named CGL-C.TO. I've replaced IGT.TO with CGL-C.TO since IGT.TO was delisted.

 

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 I decided to add CGL-C.TO to MoneyGeek’s Regular portfolios.

 

February Performance of Regular Portfolios

The performance of MoneyGeek's Regular portfolios ...

Continue reading

Updates to All Canadian and Optionable Portfolios

Last update on April 4, 2016.

 

Image credit: rSnapshotPhotos / 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 changes, of the lack therefore, of several of MoneyGeek’s portfolios.

 

Performance of Regular Portfolios

The performance of MoneyGeek's regular portfolios for the month of March 2016 were as follows:

 

 

Last Month

Last 12 Months

Since Apr 2013

Slightly Aggressive

+3.9%

+0.7%

+50.8%

Balanced

+3.5%

+1.1%

+42.2%

Slightly Conservative ...

Continue reading

Announcing Changes to MoneyGeek's Regular Portfolios

Last update on Feb. 1, 2016.

Shares Drawing Board

Image credit: Rawpixel.com / 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 explain my rationale behind the changes to MoneyGeek’s regular portfolios.

 

Performance of Regular Portfolios

The performance of MoneyGeek's regular portfolios for the month of January 2016 were as follows:

 

 

Last Month

Last 12 Months

Since Apr 2013

Slightly Aggressive

-2.8% +2.0% +48.0%

Balanced

-2.3% +1.8% +39.6%

Slightly Conservative

-1.8 ...

Continue reading

Is The Slide In Bond Prices Just Beginning?

Last update on July 6, 2015.

Money under mattress

"If I had an easy way, and a non-risk way, of shorting a whole lot of 20- or 30-year bonds, I’d do it." - Warren Buffett

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 talk about why bond prices have been going down recently.

 

Performance of Regular Portfolios

The performance of MoneyGeek's regular portfolios for the month of May 2015 were as below:

 May 2015Last 12 MonthsSince Apr 2013
Slightly Aggressive  +2.8 ...

Continue reading

Regular Portfolios Update: Replacing CAPE And XEF.TO With QVAL And IVAL

Last update on Jan. 24, 2015.

UPDATE 1: Unfortunately, I found out that both QVAL and IVAL are ineligible for registered accounts such as TFSA, RRSP and RESPs. As a result, I've decided to switch the regular portfolios back to incorporate CAPE and XEF.TO. I sincerely apologize for this mistake.

UPDATE 2: Sources have told me that QVAL and IVAL should be eligible for registered accounts in a few weeks. I'll keep everyone posted.

 

Financial companies introduce new ETFs every year. Sometimes, new ETFs offer enough improvement over existing ETFs that it becomes worthwhile to include them in our portfolios. Two such ...

Continue reading



Web Analytics