Canadian Couch Potato is your
complete guide to index investing

ETFs & Funds

The Promise of Fundamental Indexing

Last Friday, I had the pleasure of attending a talk by Rob Arnott, the creator of the Research ...

Couch Potatoes: Not the Next Financial Time Bomb

I would have been kicked out of journalism school for writing this: “The culprit behind the epidemic of ...

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 ...

iShares Launches All-in-One ETF Portfolios

Back in February, writing about the newly launched Vanguard’s asset allocation ETFs, I asked why it had taken ...

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 ...

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 ...
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Indexing Basics

Are Active Funds Adding Value?

Just how well are mutual fund investors faring in Canada? That question isn’t as straightforward as it may ...

Worst Mutual Fund Ad of the Year?

The mutual fund industry loves to sell past performance, and it's not above massaging the data to make ...

Debunking Dividend Myths: Part 1

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

Debunking Dividend Myths: Part 3

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

Passive Investing: The Movie

There are countless books laying out the case for index investing, but as far as I know there ...

Where Do Returns Come From?

You don’t need a lot of mathematical horsepower to be a Couch Potato investor. Indeed, simplicity is one ...
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Financial Planning

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: 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 ...

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 ...
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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 ...

Put Your Assets in Their Place

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

The Limits of Limit Orders

For some time now I’ve been suggesting that ETF investors use limit orders—never market orders—when placing trades in ...
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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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