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

Couch Potato Portfolio Returns for 2020

Just about everyone was happy to wave goodbye to 2020. By the spring it was shaping up to ...

Vanguard Drops the Gloves

It’s not easy to make a splash in the crowded ETF space these days. Many of the new ...

Why Index Mutual Funds Still Have a Place

Responding to a recent article on mutual funds by Rob Carrick, a Globe and Mail reader rehashed a ...

Inside the BMO Asset Allocation ETFs

In our last blog and video, Justin and I compared the popular Vanguard and iShares asset allocation ETFs, ...

Why Do Index Funds Use Derivatives?

Earlier this week I described how several US and international equity index funds get their market exposure by ...

Asset Allocation ETF Showdown: Vanguard vs. iShares

In the brief time they’ve been around, asset allocation ETFs have transformed the way DIY index investors manage ...
Read more

Indexing Basics

Review: The House That Bogle Built

In 1951, a Princeton University student wrote a thesis about the mutual fund industry. “Funds can make no ...

The S&P 500 Effect

On Tuesday, February 16, Berkshire Hathaway will become part of the S&P 500, the most widely followed stock ...

Debunking Dividend Myths: Part 4

This post is the fourth in a series exploring the myths and misunderstandings about dividend investing. The goal ...

Some Advice for New Potatoes

One of the most gratifying things about writing this blog is getting emails from young people who are ...

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 ...

Review: Rob Carrick’s Guide

Rob Carrick is one of a small number of journalists who stand up for individual investors in this ...
Read more

Financial Planning

What Is the Advisor’s Role?

John Lawrence Reynolds' newest book, The Skeptical Investor, argues that Canadians were badly served by their advisors during ...

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 ...

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 ...

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 ...
Read more

Behavioural Finance

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 ...

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 ...