Trading ETFs Near Dividend Dates
In my most recent podcast, I addressed an excellent question from Philip, who asked, “Are there days when ETF investors should avoid trading?” Philip’s question has nothing to do with trying to time t [...]
Podcast 23: Ask the Spud Edition
It’s been a while since our last CCP podcast, but we’re back with an all-new episode. This time I’ve devoted the whole show to answering questions from listeners and readers. Here are some issues we [...]
What happens if I sell a fund before a distribution?
Many investors worry they'll be losing out if they sell a mutual fund or ETF right before it pays a distribution [MoneySense]
Can ETFs provide downside protection?
We all want to capture most of the market's upside while significantly limiting losses. Unfortunately, it’s fantasy. [MoneySense]
Are your return expectations realistic?
An investor is frustrated because her portfolio is down in value. But is the advisor really to blame? [MoneySense]
The Power of the 3BAL Portfolio
[Spoiler: This was an April Fool's joke!] Simple is beautiful, but in investing it ultimately loses its appeal. Since the beginning of 2018, all three of Canada’s top ETF providers have launched famil [...]
Using asset allocation ETFs for your RESP
One-fund ETF portfolios can be ideal for education savings [MoneySense]
Podcast 22: How Smart Is Your Beta?
In episode 22 of the podcast, I revisit smart beta, one of the most significant trends in the ETF marketplace. To help explain what smart beta is, and the challenges faced by investors who use these s [...]
You don’t need an optimal portfolio, you just need an excellent one
All-in-one ETF portfolios make investing easier and cheaper than ever [Globe & Mail]
Using GICs in a fixed income portfolio
GICs get little respect, but these humble investments can play a useful role in a balanced portfolio [MoneySense]