How Much Risk Do You Need to Take?

Every book on index investing stresses the importance of asset allocation: the percentage of equities and fixed-income investments in a portfolio. Of course, more stocks means more risk but higher…
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The Ethical Couch Potato

Recently a reader wrote to me with an intriguing question: “I’m very interested in the Couch Potato strategy, but I have an added hitch: I’d also like to engage in…
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Unpacking ETF Fees, Part 2: Claymore

As discussed in Monday’s post, the Claymore website does not report the entire management expense ratios (MERs) of their exchange-traded funds. Instead, they report the ETF’s management fee, which does…
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Unpacking ETF Fees: Part 1

Keeping costs low is one of the pillars of Couch Potato investing. Even if fans of actively managed mutual funds remain oblivious to the corrosive effect of fees and expenses,…
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Bad Advice from BMO

Jim, a loyal reader of this blog, recently emailed to ask about the model ETF portfolios that BMO is offering to its InvestorLine clients. The portfolios were designed by Lipper,…
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Adding Gold to Your Portfolio

Unless you’ve been in a coma, you know that gold has been the hottest commodity of the last decade, quadrupling in value since 2000. That’s in US dollars, but even…
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