Why Rebalance Your Portfolio?
An important part of the indexing strategy is that you occasionally rebalance your portfolio back to its target asset allocation. I get a lot of questions about rebalancing, so I felt it was time to p [...]
Under the Hood: Vanguard Total International Stock (VXUS)
This post is part of a series called Under the Hood, where l take a detailed look at specific ETFs or index funds. The fund: Vanguard Total International Stock ETF (Nasdaq: VXUS) The index: The ETF tr [...]
Tax-Loss Selling with Index Funds: Part 1
Now that we’re into December, many investors are turning their thoughts to skiing, holiday celebrations — and year-end taxes. If you’re investing in an RRSP, Tax-Free Savings Account, Registered Educa [...]
Ready, Willing and Able to Take Risk
Asset allocation is more art than science. There are no immutable laws to tell you what proportion of stocks and bonds should be in your portfolio. The best you can do is adopt rules of thumb. “Make y [...]
Rick Ferri’s Take on Gold
I recently had the privilege of interviewing Rick Ferri, founder of Portfolio Solutions, an investment management firm in Troy, Michigan. Rick is the author of several excellent books on ETFs, index f [...]
High-Yield Bonds and Your Portfolio: Part 2
In Monday's post, I discussed the growing popularity of high-yield bonds: four Canadian ETFs covering this asset class have appeared in the last 12 months. I explained how investment gurus Larry Swedr [...]
Is Indexing Less Risky?
Tom Bradley of Steadyhand Investment Funds wrote an insightful blog post yesterday about a television commercial for ING Direct’s Streetwise Funds. The woman in the ad dismisses active management as “ [...]
Why Every Portfolio Needs Bonds
Back on March 25, I wrote a post called The Bond Dilemma that described how nervous fixed-income investors were in early 2010. The Bank of Canada had strongly suggested that it would raise interest ra [...]
Review: The Gone Fishin’ Portfolio
Alexander Green retired at age 43 after having made his fortune as an investment adviser, market analyst and portfolio manager. He thinks the efficient markets hypothesis—one of the fundamental ideas [...]
Review: Lifecycle Investing
Most investors understand that you should have more exposure to stocks when you’re young and gradually allocate more to bonds and cash as you approach retirement. In their new book, Lifecycle Investin [...]
