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ETFs & Funds
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 ...
Where Does VRIF’s 4% Payout Come From?
In my last post, I introduced the new Vanguard Retirement Income ETF Portfolio (VRIF), an asset allocation ETF ...
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 ...
What Are Managed Futures?
One of the most difficult tasks in building a portfolio is finding asset classes that do not move ...
Vanguard Drops the Gloves
It’s not easy to make a splash in the crowded ETF space these days. Many of the new ...
Tips for Trading ETFs
I happened to have Google Finance open on my computer last week when the “flash crash” happened. While ...
Indexing Basics
Are Active Funds Adding Value?
Just how well are mutual fund investors faring in Canada? That question isn’t as straightforward as it may ...
Couch Potato on Ice
This week I was dismissive about the Dynamic Funds that swept this year’s Canadian Investment Awards. I argued ...
Another Reason to Distrust the Fund Industry
I recently had a chance to interview Ken Kivenko, who runs Canadian Fund Watch and is allied with ...
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 ...
Passive Investing: The Movie
There are countless books laying out the case for index investing, but as far as I know there ...
Review: The House That Bogle Built
In 1951, a Princeton University student wrote a thesis about the mutual fund industry. “Funds can make no ...
Financial Planning
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 ...
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 ...
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 ...
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 ...
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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