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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 ...

Couch Potato Portfolio Returns for 2021

Well, another year is in the books and it's time to review how investors fared if they used ...

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 ...

ETFs & Funds

International Tracking Error: Part 1

Many international equity ETFs showed large tracking errors in 2009. For example, the iShares MSCI EAFE Index Fund ...

Tim Pickering on Managed Futures, Part 2

Here's part two of my interview with Tim Pickering, president of Auspice Capital Advisors, who manages both the ...

International Tracking Error: Part 3

In this final post in the series on why international index funds performed so poorly in 2009, it’s ...

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 ...

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 ...

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 ...
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Indexing Basics

The Making of a Couch Potato

I know very few people who began their investing lives as Couch Potatoes. Most started out in mutual ...

Scott Burns Interview: Part 2

Here is part two of my interview with Scott Burns, the newspaper columnist and Chief Investment Strategist at ...

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 ...

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 ...

Review: The House That Bogle Built

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

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 ...

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 ...

What Is the Advisor’s Role?

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

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 ...

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 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 ...

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 ...
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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 ...

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 ...

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 ...
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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 …

Asset Allocation ETF Showdown: Vanguard vs. iShares

In the brief time they’ve been around, asset allocation ETFs have transformed the way …

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