Canadian Couch Potato is your
complete guide to index investing
Latest
Inside Tangerine’s Global ETF Portfolios
Asset allocation ETFs were revolutionary when they appeared in 2018, but they were hardly the first products that ...
How Do You Measure Your Rate of Return?
All investors care deeply about their returns, and with good reason. If you’re an active investor, you’ll want ...
Inside the Horizons One-Ticket ETFs
Are asset allocation ETFs cheap, well-diversified and convenient? Absolutely. Are they optimally tax-efficient? Perhaps not, though any tax ...
Inside TD’s One-Click ETF Portfolios
The ongoing popularity of asset allocation ETFs is undoubtedly a good thing—maybe even revolutionary. Canadians have enthusiastically embraced ...
Dude, Where’s My Distribution?
Investors using the TD e-Series mutual funds may have noticed an unusual episode at year-end. The TD International ...
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 ...
ETFs & Funds
Inside the iShares ESG Asset Allocation ETFs
Two of the biggest trends in investing these days are the popularity of one-fund portfolios and the focus ...
Inside TD’s One-Click ETF Portfolios
The ongoing popularity of asset allocation ETFs is undoubtedly a good thing—maybe even revolutionary. Canadians have enthusiastically embraced ...
Inside the BMO Asset Allocation ETFs
In our last blog and video, Justin and I compared the popular Vanguard and iShares asset allocation ETFs, ...
ETF Risks in Perspective: Leveraged ETFs
This post is the second of three that will look at the potential risks that ETFs may pose ...
Where Does VRIF’s 4% Payout Come From?
In my last post, I introduced the new Vanguard Retirement Income ETF Portfolio (VRIF), an asset allocation ETF ...
The Promise of Fundamental Indexing
Last Friday, I had the pleasure of attending a talk by Rob Arnott, the creator of the Research ...
Indexing Basics
Can the Pros Time the Market?
I never meant to make you cry And though I know I shouldn’t call It just reminds us ...
Where Do Returns Come From?
You don’t need a lot of mathematical horsepower to be a Couch Potato investor. Indeed, simplicity is one ...
A Different Perspective On the Last Three Years
Your eyes open slowly, and the light stings your retinas. Your mouth is burning with thirst, your muscles ...
Letting You In On a Big Secret
Joel Greenblatt has a sense of humour—I’ll grant him that. In The Big Secret for the Small Investor ...
Couch Potato Portfolio Returns for 2014
Here are the 2014 returns for my Model Portfolios. The data below are from the funds' websites whenever ...
A Spreadsheet to Manage Multiple Accounts
You’ve got an RRSP with your employer, another with a discount brokerage, and your spouse has a couple ...
Financial Planning
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 ...
Why Plans Should Come Before Products
When I wrote the MoneySense Guide to the Perfect Portfolio [now out of print], I waited until Chapter ...
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 ...
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 ...
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 ...
What Is the Advisor’s Role?
John Lawrence Reynolds' newest book, The Skeptical Investor, argues that Canadians were badly served by their advisors during ...
Behavioural Finance
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 ...