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 been available since 2011 and have attracted some $5.3 billion in assets because of the [...]
TD e-Series Funds: The Next Generation
For almost 20 years, the TD e-Series mutual funds have been one of the cheapest and easiest ways to build a Couch Potato portfolio. For most of that time they’ve gone about their business without much [...]
Podcast 26: ETF Deep Dive With Erika Toth
In the latest episode of the podcast, we take a detailed (and technical) look at the inner workings of ETFs. I’m joined in the studio by Erika Toth, a director at BMO ETFs whose role is to help both i [...]
Do I really need to rebalance my portfolio?
Being a hands-off investor is fine, but everyone needs to rebalance occasionally—not to boost returns, but to manage risk [MoneySense]
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 Behavioural Science at Morningstar. Wendel heads up a research initiative called the Inve [...]
Should you favour dividend ETFs in retirement?
Drawing down your Couch Potato portfolio? That doesn't mean you need to switch to a dividend strategy. [MoneySense]
Should you rebalance more frequently?
Can you boost returns by rebalancing your portfolio more often? Turns out the opposite may be true [MoneySense]
Podcast 24: Mind Your Money Gaps with Preet Banerjee
In episode 24 of the Canadian Couch Potato podcast, I’m joined by Preet Banerjee, the Renaissance man of personal finance. After a stint as an investment advisor, which ended in disillusionment, Preet [...]
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 [...]