Your Complete Guide to Index Investing with Dan Bortolotti
Blog2024-09-04T16:05:35-04:00

Blog

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

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

Understanding Floating-Rate Notes

By now every serious investor understands the consequences rising interest rates will have on bond portfolios. For more than four years we’ve been rem [...]

The Power of Simple Portfolios

Carl Richards, author of The Behavior Gap, wrote an insightful article in February called Why We Fear Simple Money Solutions. “People say they want th [...]

When You Can Ignore Tracking Error

In Monday’s post, I reviewed the major factors that contribute to an index fund’s tracking error. Here are some other things to consider when you’re c [...]

What Causes an ETF’s Tracking Error?

Last week I explained the importance of monitoring an ETF’s tracking error, which is the difference between a fund’s actual performance and the return [...]

How Well Does Your ETF Track Its Index?

The ideal index fund would deliver the precise return of its benchmark, but we all know that’s not realistic. ETFs and index funds may be cheap but th [...]

How the 2013 Budget Will Affect ETFs

The federal budget on March 21 included a proposal to put an end to investment funds that “seek to reduce tax by converting, through the use of deriva [...]