Canadian Couch Potato is your
complete guide to index investing

ETFs & Funds

Fundamental Indexing in the Real World

Earlier this week I discussed the promise of fundamental indexing. This strategy takes aim at the shortcomings of ...

ETF Risks in Perspective: Securities Lending

This is the final post in a series of three looking at the potential risks that ETFs may ...

Inside the Horizons One-Ticket ETFs

Are asset allocation ETFs cheap, well-diversified and convenient? Absolutely. Are they optimally tax-efficient? Perhaps not, though any tax ...

Inside the iShares ESG Asset Allocation ETFs

Two of the biggest trends in investing these days are the popularity of one-fund portfolios and the focus ...

Horizons Swap ETFs: The Next Generation

It’s been a stressful few months for investors using the popular swap-based ETFs from Horizons. These funds have ...

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 ...

Indexing Basics

Lessons From the Last Decade

This has been a scary few months in the markets, and nervous investors may be tempted to second-guess ...

Where Do Returns Come From?

You don’t need a lot of mathematical horsepower to be a Couch Potato investor. Indeed, simplicity is one ...

The Making of a Couch Potato

I know very few people who began their investing lives as Couch Potatoes. Most started out in mutual ...

Can Your Funds Outperform Over a Lifetime?

Advocates of active management admit that only a minority of mutual funds will outperform their benchmarks, but they ...

Can You Have Too Much Diversification?

Is it possible for a portfolio to be too diversified? There are certainly a lot of articles making ...

Debunking Dividend Myths: Part 4

This post is the fourth in a series exploring the myths and misunderstandings about dividend investing. The goal ...

Financial Planning

Ask the Spud: Is My Pension Like a Bond?

Q: My wife and I have been using the Couch Potato strategy for a few years now, but ...

A Monte Carlo Case Study: Can I Retire Early?

Last week’s post about Monte Carlo simulations in financial planning sparked some interesting comments, so I thought a ...

Dividends: Not As Tax-Friendly As You May Think

If your investments include RRSPs, TFSAs and taxable accounts, asset location is an important consideration. The returns of ...

What Is the Advisor’s Role?

John Lawrence Reynolds' newest book, The Skeptical Investor, argues that Canadians were badly served by their advisors during ...

It’s Time to Ban Advisor Commissions

Should financial advisors be banned from collecting commissions on mutual funds? That’s been hotly debated for years, and ...

Why Plans Should Come Before Products

When I wrote the MoneySense Guide to the Perfect Portfolio [now out of print], I waited until Chapter ...

Behavioural Finance

Why RESPs Should Be Kept Simple

In the last couple of weeks I’ve received two questions from readers who were trying to figure out ...

Cost Versus Convenience in “ex Canada” ETFs

I used to own one of those one-piece cutlery tools designed for hiking and camping—the kind with a ...

Why Simple Is Still a Hard Sell

Last January, I overhauled my model portfolios to make them simpler. Some of the older options included small-cap ...

Podcast 20: One-Stop ETF Shopping

I’ve always tried to stress that successful investing is about the right process, not the right products. But ...

Should You Buy Stocks For Your Kids?

If you’re a parent, how can you set your child on the road to investing success? One popular ...

Podcast 25: Dr. Steve Wendel on Investor Success

The latest episode of the Canadian Couch Potato podcast features an interview with Dr. Stephen Wendel, Head of ...

Portfolio Management

How to Set Up a Hands-Off ETF Portfolio

For DIY investors, asset allocation ETFs may be the greatest gift to come along in decades. It’s never ...

It’s Time to Reboot Your Portfolio

It’s been a while since the last new article appeared on the Canadian Couch Potato blog, and over ...

A New Rebalancing Spreadsheet for ETFs

It’s easy enough to build an index fund portfolio with your desired mix of stocks and bonds. But ...

TD e-Series Returns for 2020

The TD e-Series index mutual funds remain a useful alternative to the asset allocation ETFs that take centre ...

Ask the Spud: Can I Make Taxable Investing Easier?

In Episode 4 of the Canadian Couch Potato podcast, I answered the following question from a listener named ...

Is VRIF Right for Your Portfolio?

In my last few posts, I introduced the newly launched Vanguard Retirement Income ETF Portfolio (VRIF), explained where ...

Popular Posts

Unveiling the 2020 Couch Potato Model Portfolios

As long-time readers will know, I review my model portfolios once a year and, …

TD e-Series Funds: The Next Generation

For almost 20 years, the TD e-Series mutual funds have been one of the …

How to Set Up a Hands-Off ETF Portfolio

For DIY investors, asset allocation ETFs may be the greatest gift to come along …

Asset Allocation ETF Showdown: Vanguard vs. iShares

In the brief time they’ve been around, asset allocation ETFs have transformed the way …

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