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 been easier or cheaper to build a globally diversified portfolio that needs almost no maintenance [...]
Unveiling the 2020 Couch Potato Model Portfolios
As long-time readers will know, I review my model portfolios once a year and, if necessary, make minor changes when better or cheaper funds have been launched. I made no updates for 2018 or 2019, exce [...]
Couch Potato Portfolio Returns for 2019
The numbers are in and no one is shooting the messenger this year. If 2018 was disappointment—returns were negative even for balanced portfolios—2019 had investors popping the champagne, as every majo [...]
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]