Blog
Browse hundreds of posts from Dan’s award-winning blog for information about all aspects of Couch Potato investing.
Worst Mutual Fund Ad of the Year?
The mutual fund industry loves to sell past performance, and it's not above massaging the data to make that performance look even better. But every no [...]
Looking for Value in Canadian Equity ETFs
Monday’s post about factor analysis was, I admit, too technical for most readers’ tastes. At least that’s the conclusion I drew when the two most enth [...]
Going on a Factor-Finding Mission
Pick up almost any financial magazine or newspaper and you’ll find full-page ads touting the recent performance of mutual funds and ETFs. What’s the r [...]
Finding the Perfect Pair for Tax Loss Selling
If you’re using ETFs in a non-registered account, there’s plenty of opportunity to harvest capital losses and reduce your tax bill. Justin Bender and [...]
More Swap-Based ETFs on the Horizon
I have to admit I was skeptical when the Horizons S&P/TSX 60 (HXT) appeared back in September 2010. In an interview with a Horizons executive a fe [...]
More DIY Investing Challenges
In my last post, I looked at some of the biggest challenges faced by DIY investors. I came up with the list after working with clients of PWL Capital’ [...]
The Biggest DIY Investing Challenges
At the recent Canadian Personal Finance Conference in Toronto, I participated in a panel discussion that touched on a wide range of investing topics. [...]
How Not to Prepare for a Bear Market in Bonds
The risk of rising interest rates has become an obsession in the financial media. Those risks are undeniably real: it’s quite possible that broad-base [...]
Ask the Spud: Should I Fear Rising Interest Rates?
Q: Recently the bond market—and 40% of my Global Couch Potato portfolio—has dipped significantly. I understand swings like this occur from time to tim [...]
