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.

The Making of a Couch Potato

I know very few people who began their investing lives as Couch Potatoes. Most started out in mutual funds or as stock pickers and, somewhere along th [...]

Beating the Market Is a New Idea

Today we take it for granted that virtually all mutual funds and stock pickers are trying to earn higher returns than the overall market — or at least [...]

A DRIP in the Bucket

One of the downsides of using ETFs—as opposed to index mutual funds—is that dividends and interest are not automatically reinvested. Instead, they are [...]

Does Rebalancing Boost Returns?

Rebalancing your portfolio has two potential benefits. The first is that it helps control risk by keeping your asset allocation more or less consisten [...]

How to Lower Your Rebalancing Costs

Last week I looked at why you should rebalance your portfolio, and considered the question of how often to do it. The frequency with which you rebalan [...]

How Often Should You Rebalance?

In my previous post, I looked at the reasons why investors should occasionally rebalance their portfolios. When a portfolio contains both fixed-income [...]

Why Rebalance Your Portfolio?

An important part of the indexing strategy is that you occasionally rebalance your portfolio back to its target asset allocation. I get a lot of quest [...]

The U Portfolio

I recently received the following article from an investment advisor in western Canada. It contains a proven strategy for achieving outstanding return [...]