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complete guide to index investing
ETFs & Funds
Inside TD’s One-Click ETF Portfolios
The ongoing popularity of asset allocation ETFs is undoubtedly a good thing—maybe even revolutionary. Canadians have enthusiastically embraced ...
Asset Allocation ETF Showdown: Vanguard vs. iShares
In the brief time they’ve been around, asset allocation ETFs have transformed the way DIY index investors manage ...
ETF Risks in Perspective: Securities Lending
This is the final post in a series of three looking at the potential risks that ETFs may ...
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 ...
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 ...
Dude, Where’s My Distribution?
Investors using the TD e-Series mutual funds may have noticed an unusual episode at year-end. The TD International ...
Indexing Basics
A Spreadsheet to Manage Multiple Accounts
You’ve got an RRSP with your employer, another with a discount brokerage, and your spouse has a couple ...
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 ...
Couch Potato Portfolio Returns for 2014
Here are the 2014 returns for my Model Portfolios. The data below are from the funds' websites whenever ...
Worst Mutual Fund Ad of the Year?
The mutual fund industry loves to sell past performance, and it's not above massaging the data to make ...
Debunking Dividend Myths: Part 4
This post is the fourth in a series exploring the myths and misunderstandings about dividend investing. The goal ...
A Different Perspective On the Last Three Years
Your eyes open slowly, and the light stings your retinas. Your mouth is burning with thirst, your muscles ...
Financial Planning
What Is the Advisor’s Role?
John Lawrence Reynolds' newest book, The Skeptical Investor, argues that Canadians were badly served by their advisors during ...
Why Plans Should Come Before Products
When I wrote the MoneySense Guide to the Perfect Portfolio [now out of print], I waited until Chapter ...
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 ...
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 ...
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 ...
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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