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 [...]
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]