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 ...
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 ...
Should You Buy US-listed ETFs?
Jason, a reader of this blog, recently wrote to ask why an investor would want to invest in ...
ETF Risks in Perspective: Leveraged ETFs
This post is the second of three that will look at the potential risks that ETFs may pose ...
Why Do Index Funds Use Derivatives?
Earlier this week I described how several US and international equity index funds get their market exposure by ...
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 ...
Indexing Basics
Can Your Funds Outperform Over a Lifetime?
Advocates of active management admit that only a minority of mutual funds will outperform their benchmarks, but they ...
Can the Pros Time the Market?
I never meant to make you cry And though I know I shouldn’t call It just reminds us ...
Confessions of an Investing Parasite
As index investing has gained popularity, it is also attracted its share of scorn. The latest example is ...
When Should You Use an Advisor?
Dan Solin’s excellent new book, The Smartest Portfolio You’ll Ever Own (see my review here), devotes several chapters to ...
Couch Potato Portfolio Returns for 2013
Here are the 2013 performance figures for my Model Portfolios. Last year was one of stark contrasts: huge ...
Review: The Smartest Portfolio You’ll Ever Own
There comes a time in every Couch Potato’s life when he or she has to answer a nagging ...
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 ...
What Is the Advisor’s Role?
John Lawrence Reynolds' newest book, The Skeptical Investor, argues that Canadians were badly served by their advisors during ...
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 ...
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 ...
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 ...
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 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 ...
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 ...
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