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complete guide to index investing
ETFs & Funds
Inside Tangerine’s Global ETF Portfolios
Asset allocation ETFs were revolutionary when they appeared in 2018, but they were hardly the first products that ...
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 ...
Couch Potato Portfolio Returns for 2021
Well, another year is in the books and it's time to review how investors fared if they used ...
Couch Potato Portfolio Returns for 2020
Just about everyone was happy to wave goodbye to 2020. By the spring it was shaping up to ...
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 ...
Trading ETFs Near Dividend Dates
In my most recent podcast, I addressed an excellent question from Philip, who asked, “Are there days when ...
Indexing Basics
The Making of a Couch Potato
I know very few people who began their investing lives as Couch Potatoes. Most started out in mutual ...
Debunking Dividend Myths: Part 6
This post is the sixth (and last) in a series exploring the myths and misunderstandings about dividend investing ...
Ask the Spud: Can You Time the Markets?
Q. Have you ever done any calculations into the optimal time to purchase index funds or ETFs based ...
Couch Potato Model Portfolios for 2015
Call off the hounds: I have finally updated my model Couch Potato portfolios for 2015. Full details appear ...
Review: The Elements of Investing
Whenever people ask me where they can learn more about Couch Potato investing, I need to answer carefully ...
Letting You In On a Big Secret
Joel Greenblatt has a sense of humour—I’ll grant him that. In The Big Secret for the Small Investor ...
Financial Planning
Ask the Spud: Am I Vulnerable to US Estate Taxes?
Q: I am ready to follow the Couch Potato and would like to use the US-listed Vanguard ETFs ...
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 ...
What Is the Advisor’s Role?
John Lawrence Reynolds' newest book, The Skeptical Investor, argues that Canadians were badly served by their advisors during ...
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 ...
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 ...
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