Tag archives: Stock

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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Why XSB.TO Is In The Regular Portfolio

Last update on Feb. 21, 2015.

 

Currently, the biggest component of every regular portfolio apart from Portfolio 5 is the iShares Canadian Short Term Bond Index ETF (Ticker: XSB.TO). As the name suggests, XSB.TO contains hundreds of different bonds, the majority of which are owed by the various Canadian governments. That means when you buy shares of XSB.TO, you're really buying tiny slices of hundreds of very safe bonds.

Some members have emailed to ask me whether they should hold bonds at all. These members say that they don't need the money for at least a decade, so they can ...

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Why An Improving Economy Could Hurt Stocks

Last update on Sept. 4, 2014.

Economy

 

By all indications, the U.S. economy is doing well. Their GDP has grown 2.8% over the past year, and their unemployment has went from 10% in 2009 to just over 6%. More companies are looking for new hires, and less people are getting laid off each week.

With the economic recovery in full swing, many people expect U.S. stocks to continue to do well. After all, an improving economy means more corporate profits, right?

Unfortunately, it's not that simple.

In this article, I'll explain why an improving economy may actually hurt stock prices.

  ...

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Why Regular Portfolios Don't Contain Canadian Stocks - Part 2: Valuation

Last update on Sept. 1, 2014.

In the last article published exclusively for our members, I explained the various risks associated with Canadian stocks to partly explain why regular portfolios don't hold Canadian stocks today. However, even risky stocks can deserve our money if the prices are cheap enough.
 
In this article, I'll explain the valuation level of Canadian stocks.
 
 

What CAPE Tells Us About U.S. And Canadian Stocks 

There are several ways that we can measure the valuation level of the stock market overall. As I've explained in the past, one good way is to use the Cyclically ...

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Warren Buffett's #1 Rule Of Investing

Last update on Aug. 18, 2014.

Warren Buffett

 

Rule No.1: Never lose money. Rule No.2: Never forget rule No.1. - Warren Buffett

If you took a poll of serious investors and asked them who they thought was the savviest investor alive, Warren Buffett would probably come out on top. In fact, he would probably poll as the savviest investor of all time.

In this series, I will explain some of Buffett's most famous quotes. Although Buffett does a fantastic job of expressing his opinions in terms of everyday language, I still struggled in my earlier years to understand exactly what he meant. Understanding his ...

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Short Course On Investments Episode 15: What To Invest In

Last update on July 17, 2014.

In the Short Course On Investments, you will learn the basics of investing through simple everyday language. The course covers the same material as The Short Book On Investments.

In Episode 15, I talk about choosing which financial products to invest in, and in which tax vehicles to put them in.

 

 

Transcript:

Hello, my name is Jin Choi, and I’m the founder of MoneyGeek, and welcome to the 15th episode of the short course on investments.

Today, I want to talk about what to invest in, and where.

In previous episodes, I explained the various different types of ...

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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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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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Should You Sell In May And Go Away?

Last update on May 5, 2014.

Spring is finally here. But is that bad news for stocks?

 

Here's a statistic that continues to baffle some academics.

From the months of November through April, the stock markets in the developed world went up by much more than it had from May to October. For example, in the past 40 years, the U.S. stock market gained an average of 7.6% during November to April periods. By contrast, The U.S. stock market gained an average of just 1.7% during the 6 month periods from May to October in the last 40 years.

This ...

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Step By Step Process For Researching A Stock

Last update on April 28, 2014.

Airplane mechanics follow a process so as to not miss some vital detail. In picking stocks, it helps to have a process too, to minimize the chance of missing some important detail.

 

Picking stocks take a lot of work. Most companies are complex organizations, so there's a lot to understand. Picking stocks is also an activity where overlooking a seemingly small detail can potentially cost you dearly. That's why it helps to have a system in place which reminds you to give attention to the necessary details. In this article, I'll outline my own personal process ...

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