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ETFs & Funds

Are ETFs Growing for the Wrong Reasons?

On the day his company announced it was acquiring Claymore, BlackRock’s CEO Bill Chinery called ETFs “electric cars ...

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 ...

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 ...

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 ...

Why Index Mutual Funds Still Have a Place

Responding to a recent article on mutual funds by Rob Carrick, a Globe and Mail reader rehashed a ...

ETF Risks in Perspective: Leveraged ETFs

This post is the second of three that will look at the potential risks that ETFs may pose ...

Indexing Basics

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 ...

Review: Rob Carrick’s Guide

Rob Carrick is one of a small number of journalists who stand up for individual investors in this ...

Beating the Market Is a New Idea

Today we take it for granted that virtually all mutual funds and stock pickers are trying to earn ...

Lessons From the Last Decade

This has been a scary few months in the markets, and nervous investors may be tempted to second-guess ...

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 ...

Debunking Dividend Myths: Part 6

This post is the sixth (and last) in a series exploring the myths and misunderstandings about dividend investing ...

Financial Planning

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 ...

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 ...

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 ...

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 ...

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 ...

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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