Trading ETFs Near Dividend Dates
In my most recent podcast, I addressed an excellent question from Philip, who asked, “Are there days when ETF investors should avoid trading?” Philip’s question has nothing to do with trying to time t [...]
Podcast 23: Ask the Spud Edition
It’s been a while since our last CCP podcast, but we’re back with an all-new episode. This time I’ve devoted the whole show to answering questions from listeners and readers. Here are some issues we [...]
What happens if I sell a fund before a distribution?
Many investors worry they'll be losing out if they sell a mutual fund or ETF right before it pays a distribution [MoneySense]
Can ETFs provide downside protection?
We all want to capture most of the market's upside while significantly limiting losses. Unfortunately, it’s fantasy. [MoneySense]
Are your return expectations realistic?
An investor is frustrated because her portfolio is down in value. But is the advisor really to blame? [MoneySense]
Using asset allocation ETFs for your RESP
One-fund ETF portfolios can be ideal for education savings [MoneySense]
Podcast 22: How Smart Is Your Beta?
In episode 22 of the podcast, I revisit smart beta, one of the most significant trends in the ETF marketplace. To help explain what smart beta is, and the challenges faced by investors who use these s [...]
You don’t need an optimal portfolio, you just need an excellent one
All-in-one ETF portfolios make investing easier and cheaper than ever [Globe & Mail]
Using GICs in a fixed income portfolio
GICs get little respect, but these humble investments can play a useful role in a balanced portfolio [MoneySense]
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 as any experienced investor knows, your asset allocation changes over time as markets move in different [...]
