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 ...
Swap-Based ETFs: What Are the Risks?
Monday's post discussed the inner workings of the two swap-based ETFs launched by Horizons in late 2010. Many ...
ETF Risks in Perspective: Securities Lending
This is the final post in a series of three looking at the potential risks that ETFs may ...
Currency Hedging in International Funds
Currency hedging can be confusing for investors who use index funds and ETFs that hold foreign stocks or ...
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 ...
How ETFs Came Under Fire
ETFs are on the hot seat these days. On Wednesday, a US Senate subcommittee held a hearing to ...
Indexing Basics
Review: The Elements of Investing
Whenever people ask me where they can learn more about Couch Potato investing, I need to answer carefully ...
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 ...
Please, No More Success Stories
Last Saturday’s Globe and Mail featured a story about a retired university professor who has enjoyed staggeringly good ...
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 ...
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 ...
Review: The Smartest Portfolio You’ll Ever Own
There comes a time in every Couch Potato’s life when he or she has to answer a nagging ...
Financial Planning
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 ...
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 ...
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 ...
What Is the Advisor’s Role?
John Lawrence Reynolds' newest book, The Skeptical Investor, argues that Canadians were badly served by their advisors during ...
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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