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complete guide to index investing
ETFs & Funds
Inside Tangerine’s Global ETF Portfolios
Asset allocation ETFs were revolutionary when they appeared in 2018, but they were hardly the first products that ...
What Are Managed Futures?
One of the most difficult tasks in building a portfolio is finding asset classes that do not move ...
Not All Indexes Are Created Equal
The recently launched BMO Equal Weight REITs (ZRE), which invests in Canadian real estate investment trusts, will go head-to-head ...
ETF Risks in Perspective: Leveraged ETFs
This post is the second of three that will look at the potential risks that ETFs may pose ...
Under the Hood: Vanguard Total International Stock (VXUS)
This post is part of a series called Under the Hood, where l take a detailed look at ...
More Swap Talk With Horizons
Here's part two of my interview with Jaime Purvis, Executive Vice-President, National Accounts, for Horizons ETFs. (See part ...
Indexing Basics
The S&P 500 Effect
On Tuesday, February 16, Berkshire Hathaway will become part of the S&P 500, the most widely followed stock ...
Can You Have Too Much Diversification?
Is it possible for a portfolio to be too diversified? There are certainly a lot of articles making ...
Debunking Dividend Myths: Part 5
This post is the fifth in a series exploring the myths and misunderstandings about dividend investing. The goal ...
Are Target Date Funds Right For You?
Think about all the elements you need to be a successful index investor. First, you need to choose ...
Where Do Returns Come From?
You don’t need a lot of mathematical horsepower to be a Couch Potato investor. Indeed, simplicity is one ...
Do You Have the Advisor Six-Pack?
When people criticize the financial industry in Canada, the target of their wrath is usually high fees and ...
Financial Planning
It’s Time to Ban Advisor Commissions
Should financial advisors be banned from collecting commissions on mutual funds? That’s been hotly debated for years, and ...
Ask the Spud: Is My Pension Like a Bond?
Q: My wife and I have been using the Couch Potato strategy for a few years now, but ...
What Is the Advisor’s Role?
John Lawrence Reynolds' newest book, The Skeptical Investor, argues that Canadians were badly served by their advisors during ...
A Monte Carlo Case Study: Can I Retire Early?
Last week’s post about Monte Carlo simulations in financial planning sparked some interesting comments, so I thought a ...
Ask the Spud: Am I Vulnerable to US Estate Taxes?
Q: I am ready to follow the Couch Potato and would like to use the US-listed Vanguard ETFs ...
Dividends: Not As Tax-Friendly As You May Think
If your investments include RRSPs, TFSAs and taxable accounts, asset location is an important consideration. The returns of ...
Behavioural Finance
Why RESPs Should Be Kept Simple
In the last couple of weeks I’ve received two questions from readers who were trying to figure out ...
Cost Versus Convenience in “ex Canada” ETFs
I used to own one of those one-piece cutlery tools designed for hiking and camping—the kind with a ...
Why Simple Is Still a Hard Sell
Last January, I overhauled my model portfolios to make them simpler. Some of the older options included small-cap ...
Podcast 20: One-Stop ETF Shopping
I’ve always tried to stress that successful investing is about the right process, not the right products. But ...
Should You Buy Stocks For Your Kids?
If you’re a parent, how can you set your child on the road to investing success? One popular ...
Podcast 25: Dr. Steve Wendel on Investor Success
The latest episode of the Canadian Couch Potato podcast features an interview with Dr. Stephen Wendel, Head of ...
Portfolio Management
How to Set Up a Hands-Off ETF Portfolio
For DIY investors, asset allocation ETFs may be the greatest gift to come along in decades. It’s never ...
It’s Time to Reboot Your Portfolio
It’s been a while since the last new article appeared on the Canadian Couch Potato blog, and over ...
A New Rebalancing Spreadsheet for ETFs
It’s easy enough to build an index fund portfolio with your desired mix of stocks and bonds. But ...
TD e-Series Returns for 2020
The TD e-Series index mutual funds remain a useful alternative to the asset allocation ETFs that take centre ...
Ask the Spud: Can I Make Taxable Investing Easier?
In Episode 4 of the Canadian Couch Potato podcast, I answered the following question from a listener named ...
Is VRIF Right for Your Portfolio?
In my last few posts, I introduced the newly launched Vanguard Retirement Income ETF Portfolio (VRIF), explained where ...
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