Canadian Couch Potato is your
complete guide to index investing
ETFs & Funds
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 ...
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 ...
Currency Hedging in International Funds
Currency hedging can be confusing for investors who use index funds and ETFs that hold foreign stocks or ...
TD e-Series Returns for 2021
In my last post I reviewed the returns of my model ETF portfolios in 2021. Now let's take ...
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
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 ...
Passive Investing: The Movie
There are countless books laying out the case for index investing, but as far as I know there ...
Why You Should Beware of First Dates
Imagine that you’re the marketing director for MegaAlpha Investments and you want to advertise two of your mutual ...
Please, No More Success Stories
Last Saturday’s Globe and Mail featured a story about a retired university professor who has enjoyed staggeringly good ...
Review: The House That Bogle Built
In 1951, a Princeton University student wrote a thesis about the mutual fund industry. “Funds can make no ...
How to Argue With a Couch Potato
Last week, Advisor.ca published a debate under the heading “Faceoff: Index, friend or foe?” The arguments against passive ...
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 ...
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 ...
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 ...
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 ...
Why Plans Should Come Before Products
When I wrote the MoneySense Guide to the Perfect Portfolio [now out of print], I waited until Chapter ...
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
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 ...
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 ...
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 20: One-Stop ETF Shopping
I’ve always tried to stress that successful investing is about the right process, not the right products. But ...
Should You Buy Stocks For Your Kids?
If you’re a parent, how can you set your child on the road to investing success? One popular ...
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 ...
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 ...
It’s Time to Reboot Your Portfolio
It’s been a while since the last new article appeared on the Canadian Couch Potato blog, and over ...
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 ...
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 ...
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 ...

Recent comments