Canadian Couch Potato is your
complete guide to index investing

ETFs & Funds

Currency Hedging in International Funds

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

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 ...

Dude, Where’s My Distribution?

Investors using the TD e-Series mutual funds may have noticed an unusual episode at year-end. The TD International ...

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 ...

International Tracking Error: Part 3

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

ETF Risks in Perspective: Synthetic ETFs

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

Indexing Basics

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 ...

Do You Have the Advisor Six-Pack?

When people criticize the financial industry in Canada, the target of their wrath is usually high fees and ...

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 ...

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 ...

Indexing’s Dirty Little Secret

“Most actively managed mutual funds underperform the market.” Couch Potato investors sing this refrain all the time in ...

Scott Burns Interview: Part 2

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

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 ...

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 ...

What Is the Advisor’s Role?

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

Why Plans Should Come Before Products

When I wrote the MoneySense Guide to the Perfect Portfolio [now out of print], I waited until Chapter ...

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 ...
Read more

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 ...

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 ...
Read more

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 ...
Read more

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 …

Recent comments