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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 ...

Finding ETF Pairs for Tax-Loss Selling

In my previous blog, accompanied by Justin’s video tutorial, we looked at tax-loss harvesting, and more specifically, how ...

How to Avoid Superficial Losses

Tax-loss selling—also known as tax-loss harvesting—is a technique for proactively realizing capital losses in your portfolio. It might ...

Is VRIF Right for Your Portfolio?

In my last few posts, I introduced the newly launched Vanguard Retirement Income ETF Portfolio (VRIF), explained where ...

Is VRIF’s Distribution Sustainable?

The newly launched Vanguard Retirement Income ETF Portfolio (VRIF) is designed to pay its unitholders a consistent monthly ...

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 ...

ETFs & Funds

ETF Risks in Perspective: Synthetic ETFs

Not so long ago, ETFs were simple and transparent. But with the tremendous growth in the industry, ETFs ...

Horizons Swap ETFs: The Next Generation

It’s been a stressful few months for investors using the popular swap-based ETFs from Horizons. These funds have ...

Vanguard Drops the Gloves

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

Is VRIF’s Distribution Sustainable?

The newly launched Vanguard Retirement Income ETF Portfolio (VRIF) is designed to pay its unitholders a consistent monthly ...

Tim Pickering on Managed Futures, Part 1

On Monday I wrote about managed futures, a strategy that can add a layer of diversification to a ...

Currency Hedging in International Funds

Currency hedging can be confusing for investors who use index funds and ETFs that hold foreign stocks or ...
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Indexing Basics

Another Reason to Distrust the Fund Industry

I recently had a chance to interview Ken Kivenko, who runs Canadian Fund Watch and is allied with ...

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 on Ice

This week I was dismissive about the Dynamic Funds that swept this year’s Canadian Investment Awards. I argued ...

Debunking Dividend Myths: Part 4

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

Ask the Spud: Can You Time the Markets?

Q. Have you ever done any calculations into the optimal time to purchase index funds or ETFs based ...

Review: The Elements of Investing

Whenever people ask me where they can learn more about Couch Potato investing, I need to answer carefully ...
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Financial Planning

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 ...

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 ...

What Is the Advisor’s Role?

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

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 ...

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 ...
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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 ...

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 ...

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 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 ...

Three Reasons to Ignore Market Downturns

“Long-term investors shouldn’t worry about daily or weekly blips in the markets.” How many times have you heard ...
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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 ...

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 ...

Beyond One-Stop ETF Shopping

The new asset allocation ETFs launched by Vanguard and iShares in 2018 have made it easier than ever ...

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 ...

Put Your Assets in Their Place

Couch Potato investors hear a lot about asset allocation, but asset location is also an important consideration. Asset ...
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Popular Posts

Unveiling the 2020 Couch Potato Model Portfolios

As long-time readers will know, I review my model portfolios once a year and, …

TD e-Series Funds: The Next Generation

For almost 20 years, the TD e-Series mutual funds have been one of the …

How to Set Up a Hands-Off ETF Portfolio

For DIY investors, asset allocation ETFs may be the greatest gift to come along …

Couch Potato Portfolio Returns for 2019

The numbers are in and no one is shooting the messenger this year. If 2018 …

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