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.

Couch Potato on Ice

This week I was dismissive about the Dynamic Funds that swept this year’s Canadian Investment Awards. I argued that it’s easy to celebrate past perfor [...]

Tax-Loss Selling with Index Funds: Part 2

In my previous post, I looked at the Canada Revenue Agency’s position on tax-loss selling with ETFs. According to the only CRA bulletin on the subject [...]

Tax-Loss Selling with Index Funds: Part 1

Now that we’re into December, many investors are turning their thoughts to skiing, holiday celebrations — and year-end taxes. If you’re investing in a [...]

Please, No More Success Stories

Last Saturday’s Globe and Mail featured a story about a retired university professor who has enjoyed staggeringly good returns over the last decade. W [...]

Ready, Willing and Able to Take Risk

Asset allocation is more art than science. There are no immutable laws to tell you what proportion of stocks and bonds should be in your portfolio. Th [...]

Rick Ferri’s Take on Gold

I recently had the privilege of interviewing Rick Ferri, founder of Portfolio Solutions, an investment management firm in Troy, Michigan. Rick is the [...]

The 50-Percent Solution

Investing can seem so complicated. Building a portfolio can involve dozens of decisions, each of which seems terribly important. Here are a few that r [...]

To Hedge or Not to Hedge

Last week I wrote about whether US-listed ETFs are really cheaper once you account for currency exchange fees, and then I looked at ways to reduce for [...]

Reducing the Cost of Currency Exchange

Yesterday’s post looked at whether US-listed ETFs are really a good deal for RRSP investors. Although ETFs from Vanguard and other American providers [...]