GIC vs. bond ETFs for a retiree
Should this fixed income investor change his bond allocation? [MoneySense]
How to mix rental income and portfolio returns in retirement
Here's an easy way to generate the cash flow you need in any market conditions. [MoneySense]
Are TFSAs the best place to hold Vanguard’s new all-in-one ETFs?
These balanced ETFs are ideally suited to Tax-Free Savings Accounts for several reasons. [MoneySense]
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]
How to declutter your portfolio
Before you add another new fund to your portfolio, consider these two key questions. [MoneySense]
Is diversification as we know it broken?
Bonds usually offer protection when equity markets go into a tailspin – but as we've seen in recent months, it doesn't always work that way. [Globe and Mail]
Calculating Your Portfolio’s Rate of Return
Perhaps no number is more important to investors than the rate of return on their portfolio. Yet this seemingly simple calculation is fraught with problems. If you’ve made contributions or withdrawals [...]
Bias toward Canadian stocks is just fine
There are several good reasons to overweight Canadian equities in your portfolio {MoneySense]
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 [...]
Couch Potato Portfolio 2011 Returns
The 2011 performance results are now in for my model Couch Potato portfolios. Many thanks to Justin Bender at PWL Capital in Toronto for providing these data. Complete performance results are availabl [...]