The numbers are in and no one is shooting the messenger this year. If 2018 was disappointment—returns were negative even for balanced portfolios—2019 had investors popping the champagne, as every majo [...]
It’s been a stressful few months for investors using the popular swap-based ETFs from Horizons. These funds have been available since 2011 and have attracted some $5.3 billion in assets because of the [...]
In the latest episode of the podcast, we take a detailed (and technical) look at the inner workings of ETFs. I’m joined in the studio by Erika Toth, a director at BMO ETFs whose role is to help both i [...]
The latest episode of the Canadian Couch Potato podcast features an interview with Dr. Stephen Wendel, Head of Behavioural Science at Morningstar. Wendel heads up a research initiative called the Inve [...]
[Spoiler: This was an April Fool's joke!] Simple is beautiful, but in investing it ultimately loses its appeal. Since the beginning of 2018, all three of Canada’s top ETF providers have launched famil [...]
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 [...]
No one can say they weren't expecting it. After a long and giddy bull market that began in 2009, we finally experienced a calendar year when even balanced portfolios delivered negative returns—somethi [...]
The new asset allocation ETFs launched by Vanguard and iShares in 2018 have made it easier than ever for investors to build a low-cost balanced portfolio. If you want a globally diversified mix of 80% [...]
Back in February, writing about the newly launched Vanguard’s asset allocation ETFs, I asked why it had taken so long for someone to create an ETF version of the traditional balanced index mutual fund [...]
I’ve always tried to stress that successful investing is about the right process, not the right products. But good products certainly help. In the latest episode of the podcast, my guest is Todd Schla [...]
A blog designed for Canadians who want to learn more about investing using index mutual funds and exchange-traded funds.
