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.

Does This Thing Work?

This week I received an email from a reader of MoneySense magazine, where I write regularly about the Couch Potato strategy. Kate was concerned that i [...]

Review: The Gone Fishin’ Portfolio

Alexander Green retired at age 43 after having made his fortune as an investment adviser, market analyst and portfolio manager. He thinks the efficien [...]

Review: Lifecycle Investing

Most investors understand that you should have more exposure to stocks when you’re young and gradually allocate more to bonds and cash as you approach [...]

Should You Use Index Funds or ETFs?

[Note: A more up-to-date discussion of this idea, including a spreadsheet to help you with the math, can be found here.] This week I got an email from [...]

Not All Indexes Are Created Equal

The recently launched BMO Equal Weight REITs (ZRE), which invests in Canadian real estate investment trusts, will go head-to-head with the  iShares S& [...]

Build Your Own Pension-Fund Portfolio

It’s always interesting to know what the smart money is doing. And I’m not talking about the investment managers who appear on BNN to “talk their book [...]

Tips for Trading ETFs

I happened to have Google Finance open on my computer last week when the “flash crash” happened. While the market's whipsaw on May 6 affected almost a [...]

Indexing’s Dirty Little Secret

“Most actively managed mutual funds underperform the market.” Couch Potato investors sing this refrain all the time in defense of ETFs and index funds [...]

International Tracking Error: Part 3

In this final post in the series on why international index funds performed so poorly in 2009, it’s time to look at currency hedging. Currency hedging [...]