How to rebalance when some ETFs already do it themselves
New ETFs from Vanguard rebalance themselves, but investors need to track their entire portfolio mix [MoneySense]
The best way to dump an advisor and mutual funds
How to leave your mutual fund advisor to become a DIY investor [MoneySense]
How do I decide between mutual funds and ETFs?
Sometimes the “mutual funds vs. ETFs” debate misses the larger point. [MoneySense]
Why Index Mutual Funds Still Have a Place
Responding to a recent article on mutual funds by Rob Carrick, a Globe and Mail reader rehashed a common refrain: “Perhaps mutual funds were once a great way for ‘average Canadians’ to invest, but the [...]
Tim Pickering on Managed Futures, Part 2
Here's part two of my interview with Tim Pickering, president of Auspice Capital Advisors, who manages both the Horizons Auspice Managed Futures Index ETF (HMF) and the iShares Broad Commodity Index F [...]
Tim Pickering on Managed Futures, Part 1
On Monday I wrote about managed futures, a strategy that can add a layer of diversification to a traditional portfolio of stocks and bonds. Tim Pickering, president of Auspice Capital Advisors, manage [...]
What Are Managed Futures?
One of the most difficult tasks in building a portfolio is finding asset classes that do not move in lockstep with stocks or bonds. Non-correlation—the tendency of an asset class to move independently [...]
Tax-Efficient Investing With ETFs
If you’re investing outside of tax-sheltered accounts like RRSPs and TFSAs, you need to choose your investments carefully—otherwise you risk giving a big slice of your returns to the good people at th [...]
Are ETFs Growing for the Wrong Reasons?
On the day his company announced it was acquiring Claymore, BlackRock’s CEO Bill Chinery called ETFs “electric cars in a world of internal combustion engines.” What he meant was that ETFs, despite the [...]
An ETF Creation Story
The Couch Potato strategy thrives on simplicity, but advanced index investors (geeks) should understand what goes on under the hood of ETFs. One of the most important concepts is how ETF shares are cr [...]
