Your Complete Guide to Index Investing with Dan Bortolotti
Blog2019-02-27T09:00:53-05:00

Blog

Browse hundreds of posts from Dan’s award-winning blog for information about all aspects of Couch Potato investing.

Advertisements
Advertisements
Advertisements

Browse hundreds of posts from Dan’s award-winning blog for information about all aspects of Couch Potato investing.

Finding ETF Pairs for Tax-Loss Selling

In my previous blog, accompanied by Justin’s video tutorial, we looked at tax-loss harvesting, and more specifically, how to stay on the right side of [...]

Advertisements

How to Avoid Superficial Losses

Tax-loss selling—also known as tax-loss harvesting—is a technique for proactively realizing capital losses in your portfolio. It might seem counterint [...]

Advertisements

Is VRIF Right for Your Portfolio?

In my last few posts, I introduced the newly launched Vanguard Retirement Income ETF Portfolio (VRIF), explained where its 4% distribution comes from, [...]

Is VRIF’s Distribution Sustainable?

The newly launched Vanguard Retirement Income ETF Portfolio (VRIF) is designed to pay its unitholders a consistent monthly cash flow equal to a 4% ann [...]

Advertisements

Where Does VRIF’s 4% Payout Come From?

In my last post, I introduced the new Vanguard Retirement Income ETF Portfolio (VRIF), an asset allocation ETF designed for people drawing down their [...]

Advertisements

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 dive [...]

Advertisements

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 [...]

Advertisements

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 [...]

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 at [...]